Wealth.com
Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. Learn more here.
Articles by Wealth.com
- Practice Growth
Tax Planning for Financial Advisors: How to Market Your Services for Growth
A practical communication framework so you can effectively market your tax planning services and use tax as a growth lever in your business.
- Practice Growth
Beyond the Portfolio: The One-Stop Advisor with Danny Lohrfink
Connecting estate and tax planning, cutting down on disconnected workflows, and making it easier to move from analysis to client-ready advice.
- Practice Growth
Beyond Estate Planning: Wealth.com’s 2026 Vision Signals a Platform Power Shift
Unveiled Wealth.com's broader vision beyond estate planning, highlighting Tax Planning, Ester AI, and the company's expanding capabilities.
- Practice Growth
From Reactive to Proactive: The New Era of Advisor-Led Tax Planning
Move beyond fragmented tools and deliver more connected, proactive visualizations and guidance through tax intelligence