Wealth.com

Overview

Founded in 2022, Wealth.com is a technology-driven company dedicated to modernizing and simplifying estate planning. By leveraging cutting-edge AI and digital tools, the company breaks down barriers in this traditionally complex field, helping users visualize and optimize their finances and estate plans over time. Their platform provides tailored solutions for wealth management firms and financial advisors, enabling them to deliver a more effective and user-friendly estate planning experience.

Headquartered in Phoenix, Arizona, Wealth.com has raised significant funding and is recognized for its team of experts in trust and estate law, financial management, and data science. Its commitment to company culture has earned it recognition as a Great Place to Work in 2024, reflecting a focus on innovation and positive employee experience.

Basic Information

Contact Details

• Phone: +1 602-838-4187
• Website: wealth.com
• LinkedIn: linkedin.com/company/wearewealth

Key Focus Areas & Initiatives

• Estate planning technology for advisors & artificial intelligence
• Estate plan analysis
• Estate planning automation
• Trust management software
• Wealth management AI
• Legal document automation
• Wealth transfer visualization
• Wealth transfer
• Wealth management
• Secure document storage
• Estate planning
• Trust and estate law
• Client engagement tools
• Digital estate planning
• Estate plan comparison
• Financial advisor tools
• Fiduciary oversight
• Wealth transfer strategies
• AI estate planning
• Estate plan visualization
• Client collaboration
• Estate plan optimization
• Estate plan scenario analysis
• Tax implications modeling
• Scenario modeling
• Client engagement platform
• Wealth transfer modeling
• Multi-generational estate tools
• Wealth transfer planning
• AI-driven estate solutions
• Client estate plans
• Scenario analysis
• Estate transfer visualization
• Wealth management software
• Fintech
• Legal document creation
• Document automation
• Estate visualization
• Legal services
• Scenario builder
• Trust document automation
• Family tree mapping
• Tax planning scenarios
• Legal document templates
• Estate planning platform
• Client collaboration tools
• Legal document generation
• Multi-generational estate planning
• AI legal assistant
• Digital estate management
• Management consulting services
• Estate planning software
• Trust document creation
• Wealthtech
• Client estate planning
• Trust and estate law tech
• Family wealth visualization
• Wealth management technology
• Wealth transfer optimization
• B2B
• Finance
• Legal
• Investment management
• Law practice
• Finance technology
• Information technology & services

Technologies Used

• AI
• Amazon CloudWatch
• Amazon SES
• Android
• Gmail
• Google Apps
• IoT
• Microsoft Office 365
• Phoenix
• Remote
• Route 53
• Salesforce
• Sophos
• WP Engine

Affiliated Organizations & Regional Branches