Wealth.com

Estate planning technology for advisors

Wealth.com builds estate planning technology for financial advisors, addressing a part of the client relationship that has traditionally been referred out to attorneys and then revisited rarely, if ever. Bringing it inside the advisory relationship makes it something that can be maintained rather than drafted once and left to age. The company holds the leading estate planning market share in the 2025 Kitces AdvisorTech Study, won Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, and was named 2024 Best Technology Provider in the Trust category.