About
Wealth.com is an AI-powered platform designed to help wealth management firms provide comprehensive estate and tax planning services to their clients. The platform leverages artificial intelligence to streamline the complex processes involved in estate planning, making it more accessible and efficient for both advisors and their clients.
Pricing
View pricing page ↗Technology stack
detected 2026-06-09Est. monthly stack spend~$1,580/mo
CDN
Cloudflare
Email
Google Workspace
Stack
jQuery
WordPress
Analytics
Google Tag Manager
Reddit Pixel
SEO
Yoast SEO
Support
HubSpot
Video
Vimeo
Email marketingHubSpot Forms
Comments
No comments yet. Be the first to share your take.
Frequently asked
What does Wealth.com do?
Wealth.com is an AI-powered platform designed to help wealth management firms provide comprehensive estate and tax planning services to their clients. The platform leverages artificial intelligence to streamline the complex processes involved in estate planning, making it more accessible and efficient for both advisors and their clients.
How much funding has Wealth.com raised?
Wealth.com has raised a total of $65M in funding. The most recent round on record is Series B.
Where is Wealth.com headquartered?
Wealth.com is headquartered in New York, New York, USA.
When was Wealth.com founded?
Wealth.com was founded in 2020.
What industry does Wealth.com operate in?
Wealth.com operates in Fintech, Artificial Intelligence, Wealth Management, Estate Planning, Tax Planning.
How many employees does Wealth.com have?
Wealth.com has approximately 209 people on record.