Wealth.com | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Wealth.
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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.
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