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Estate and tax planning platform for advisors with AI document reading
Updated
Wealth.com is a software platform for financial advisors to deliver estate and tax planning. It generates estate documents, models planning scenarios and uses Ester Intelligence to extract and summarize estate and tax documents.
Advisors upload existing estate plans and tax documents, Ester turns them into summaries and visuals, and the Scenario Builder models changes against the current plan. Documents are optimized by jurisdiction.
Financial advisors, RIAs, broker-dealers, private banks, estate planning attorneys and trust companies. The vendor says firms using it manage over $15 trillion in combined assets, and it is backed by Google Ventures, Citi and Charles Schwab.
Wealth.com does not publish pricing on its homepage.
Holistiplan focuses on tax planning from returns, Zest AI works on lending decisions, and Scienaptic is credit decisioning. Only Holistiplan overlaps with advisor planning use.
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QUOTE BASED
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
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