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 wealth.com team has shown a commitment to both. I'm so excited to contribute to their mission and help more advisors offer a sophisticated solution to clients' estate planning needs."
Read Wealth.com Reviews, Testimonials & Customer References from 8 real Wealth.com customers.