Wealth.com
Wealth.com is an estate and tax planning platform for financial advisors and institutions.
What Wealth.com is
Wealth.com is an estate and tax planning platform for financial advisors and institutions. It combines estate document creation with tools for evaluating a client’s current plan: advisors can prepare revocable trusts, wills, powers of attorney, health care directives and guardianship nominations, then use Scenario Builder to examine tax implications, distributions and planning opportunities. Ester AI extracts, summarizes and visualizes estate and tax documents to surface client insights. Clients enter through an advisor or wealth strategist and get a portal to view reports, upload documents, and connect assets and liabilities. The service lists integrations with financial and wealth-management platforms, and firms can request custom connections through its API or SFTP. Wealth.com says it completed a SOC 2 Type 2 audit, encrypts data in transit and at rest, stores it in the U.S., and does not sell uploaded information. Support is available by live chat, phone and email. Pricing is on request, with annual contracts and advisor-seat pricing; there is no free plan.
Good
- Creates several types of estate documents.
- Scenario Builder evaluates plans and tax implications.
- Client portal supports reports and document uploads.
- API and SFTP support custom integrations.
- SOC 2 Type 2 audit completed, according to the company.
Watch out
- No free plan.
- Pricing is available on request.
- Clients access the service through an advisor or wealth strategist.
Who it suits
It suits financial advisors and institutions coordinating estate and tax planning, especially those who want document creation and scenario analysis in one platform. Clients use it through an advisor or wealth strategist.
Verdict
Wealth.com brings estate documents, tax-planning tools and client access together for advisor-led workflows. Pricing requires a request, so firms will need to ask for terms before evaluating cost.
Plans and prices
From Wealth.com's own pricing page, checked 14 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Estate Planning + Tax Planning | Priced on request | Unified estate and tax planning · multi-year, multi-state modeling · plan creation, execution and updates · AI insights · client-ready reports · annual contract, payable in full or quarterly |
| Estate Planning | Priced on request | End-to-end estate-plan creation and execution · simple to ultra-high-net-worth estates · trusts, wills and beneficiary tools · attorney collaboration · branded plans · annual contract, payable in full or quarterly |
| Tax Planning | Priced on request | Multi-year, multi-state tax modeling · estate-planning integration · AI tax analysis · branded reports · pre-built strategies and quick actions · annual contract, payable in full or quarterly |
The facts
Each one read from Wealth.com's own pages, with the date it was checked.
What it does
- Advisor compliance
- The company says advisor and client portal firewalls, embedded attorney consultations, and controlled workflows support role separation around legal functions.checked 4 Oct 2001
- API authentication
- The API supports Basic authentication, OAuth2 user tokens and machine-to-machine bearer tokens.checked 14 Oct 2001
- Client vault
- Client documents are stored in a secure vault and can be downloaded, printed or sent for mobile notarization.checked 14 Oct 2001
- Custom integration
- Wealth.com advertises proprietary API and SFTP capabilities for custom firm integrations.checked 14 Oct 2001
- Custom integrations
- Wealth.com says its proprietary API and SFTP support custom integrations for firms.checked 4 Oct 2001
- Data privacy
- The company says data is stored in the U.S. and that it does not sell user information or information uploaded to its platform.checked 4 Oct 2001
- Data residency
- The company says customer data is stored in the United States and that it does not sell uploaded information.checked 14 Oct 2001
- Developer extensibility
- The developer portal documents bulk SFTP exchange, an Ester Embed SDK and a Wealth MCP connection for Claude.checked 14 Oct 2001
- Encryption
- Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption.checked 14 Oct 2001
- Estate documents
- The platform creates jurisdiction-optimized revocable trusts, pour-over wills, wills, financial powers of attorney, health-care directives and guardianship nominations.checked 14 Oct 2001
- Ester AI
- Ester extracts, summarizes and visualizes estate plans and converts complex documents into planning insights.checked 14 Oct 2001
- Funding
- Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV.checked 14 Oct 2001
- Help center
- Wealth.com introduced an in-app help center for members and advisors, alongside email, phone and chat support.checked 14 Oct 2001
- Integrations
- Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks.checked 14 Oct 2001
- Intended users
- Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities.checked 4 Oct 2001
- Legal name and founders
- Crunchbase identifies the legal entity as Wealth Inc. and lists founders Danny Lohrfink, Rafael Loureiro, Rei Carvalho and Tim White.checked 14 Oct 2001
- Limit: advisor dependency
- Estate Tech says much of the platform’s value is lost for clients who do not work with wealth advisors.checked 14 Oct 2001
- Limit: implementation complexity
- Estate Tech says configuring relationships among advisors and attorneys requires careful setup and training.checked 14 Oct 2001
- Limit: opaque pricing
- Estate Tech criticizes the requirement to contact sales and says the pricing may be difficult for boutique firms to assess.checked 14 Oct 2001
- Limit: review coverage
- Software Advice lists wealth.com with no reviews and pricing available only on request.checked 14 Oct 2001
The company
- Company facts
- LinkedIn lists Wealth.com as a privately held Tempe, Arizona financial-services company founded in 2021 with 51–200 employees.checked 14 Oct 2001
- Company origin
- The company story says Rei Carvalho partnered with former Emailage CTO Rafael Loureiro to assemble Wealth.com’s founding team after Carvalho encountered fragmented estate planning while managing his own plan.checked 4 Oct 2001
- Founded
- A Wealth.com article states that the company was founded in 2022.checked 4 Oct 2001
- Headquarters
- Tempe, Arizona, United Stateschecked 28 Sep 2001
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