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Wealth.com Case Studies

  • Encompass Financial Planning turns 90-minute estate plans into new AUM with Wealth.com

  • PATH Financial Partners adds $20M in AUM with Wealth.com

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  • Advyzon
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    4.8 / 5.0
    Customer References 16 total
    About

    Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …

  • Partner Platform
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    4.8 / 5.0
    Customer References 76 total
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    Acquired by Zywave in 2022, SIS is a group of highly trained customer service personnel, knowledgeable insurance professionals and expert technical specialists dedicated to helping independent insurance agents grow their …

  • RightCapital Inc
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    Customer References 4 total
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    RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …

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