AI platform for wealth management firms to deliver estate and tax planning.
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
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Total Employees
209
Current headcount
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Frequently Asked Questions
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.