Wealth.com
Wealth.com: A full-plan platform for wealth firms that need advisor-led estate workflows. Ranked #9 of 24 in Estate Planning Software by our editors (6.9/10); pricing: Pricing on request; best for wealth firms needing connected planning.
At a glance
- Editor score6.9 / 10
- PricingPricing on request
- Best forWealth firms needing connected planning
- Free planNo
- Planning scopeFull_estate_plan
- Founded2022 · Tempe, Arizona, United States
- Facts checked20 Sep 2026
Where it wins
- Guided, state-specific plans covering trusts, wills, and directives
- Scenario modeling, flowcharts, AI extraction, and secure document storage
- Integrations across financial, CRM, identity, and custody platforms
Where it doesn't
- Pricing requires contacting sales and uses seat-based annual contracts
- Primarily designed for advisor and institutional distribution
- Client access is typically provided through an advisor
Our verdict on Wealth.com
Wealth.com is a web and API software platform for financial advisors, wealth management firms, broker-dealers, private banks, and their clients. It supports end-to-end estate plan creation and execution, including revocable trusts, wills, powers of attorney, healthcare directives, beneficiary planning, and guardianship nominations. Guided workflows cover state-specific estate documents across 50 states, while attorney consultations and mobile notary coordination extend the process beyond document creation. It is best suited to firms that want a connected planning experience for advisors and their clients rather than a standalone consumer document tool.
The product’s breadth is its central strength. Estate scenario modeling, visual flowcharts, client-ready reports, document review tracking, and permission-based storage bring planning and ongoing updates into one workflow. The Tax Planning plan adds multi-year, multi-state tax modeling, AI-powered tax analysis, and branded client reports; the combined plan unifies those capabilities with estate plan creation, execution, and updates. AI extraction and summarization can also help organize existing estate plans. Firms should choose Wealth.com when they need both planning depth and structured collaboration with attorneys and clients.
Platform fit is another important consideration. Wealth.com lists integrations with Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Microsoft Dynamics, Orion, Redtail, Salesforce, Arch, Google, Microsoft Entra ID, and Jump. The plans are Estate Planning, Tax Planning, and Estate Planning + Tax Planning, with pricing handled through sales, seat-based annual contracts, and no free plan. Firms seeking a broad advisor workflow should consider it; organizations wanting an independently managed, consumer-first estate planning product may prefer a different approach.
Wealth.com pricing
All 3 Wealth.com plans and prices →
Wealth.com fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Planning scope | Full_estate_plan |
| Trust support | Yes |
| Power of attorney | Yes |
| Beneficiary planning | Yes |
| Attorney review | Yes |
| State coverage | 50 states |
| Document storage | Yes |
| Deployment | Cloud, Browser extension |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA |
| Support | Email, Live chat, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 21+ integrations: Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney … See all → |
| Pricing | Pricing on request (source) |
| Website | wealth.com |
| Facts checked | 20 Sep 2026 |
Wealth.com integrations
Wealth.com lists 21+ integrations on its own site — the 20 named here are the ones its pages call out.
- Addepar
- Advyzon
- Carta
- Charles Schwab
- Coinbase
- eMoney
- Goldman Sachs Custody Solutions
- Microsoft Dynamics
- Jump
- Microsoft Entra ID
- Orion
- Redtail
- Salesforce
- Arch
- SS&C Black Diamond Wealth Solutions
- Wealthbox
- Yodlee
- Zocks
- API
See all Wealth.com integrations →
Alternatives to Wealth.com
- EncorEstate PlansA full, human-reviewed estate planning workflow for advisors and their clients.9.6
- Trust & WillA broad guided estate-planning service with free access and paid will and trust plans.9.0
- LegalZoom Estate PlanningA broad estate-planning service for people who want documents plus attorney access.8.0
See all Wealth.com alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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