Company
Wealth.com
The AI-Powered Estate & Tax Planning Platform
- Status
- Operatingas of 2026-09-22
- Business model
- B2B
- Customers
- advisor firms, broker dealers, and private banks
- Legal name
- Wealth, Inc.
- wealth.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- X (opens in a new tab)
- Careers (opens in a new tab)
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Record updated 22 September 2026
About
Wealth.com is the industry leading platform for AI powered tax and estate planning, trusted by advisor firms, broker dealers, and private banks to deliver continuous tax analysis and coordinated estate strategies in one unified system.
Products
- Web
- Wealth.com
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