Read 8 Wealth.com reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose Wealth.com as their undefined

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.

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Customer Rating Review Scorebased on 203 reference ratings
4.8/5.0 (203)

8Testimonials

  • "Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."

    Jamie HopkinsSVP of Private Wealth Management
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Read Wealth.com Reviews, Testimonials & Customer References from 8 real Wealth.com customers.

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