Wealth.com is the industry’s leading estate planning platform, empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum.
"The entire wealth.com team understands that estate planning is not just about numbers and documents; it is about securing the financial legacies of all individuals and their loved ones."
Read Wealth.com Reviews, Testimonials & Customer References from 8 real Wealth.com customers.
FeaturedCustomers has 1,808,141+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.