Wealth.com provides an AI‑driven platform that combines tax planning, estate document creation, and scenario modeling into a single web‑based system for financial advisors and wealth managers. The solution automatically extracts and validates tax data, generates jurisdiction‑specific estate documents in minutes, and links tax outcomes to estate strategies, enabling real‑time analysis and continuous updates across a client’s wealth journey.
Funding
$46M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
+2Founders
Product
Problem
Advisors and wealth managers must manually consolidate tax data, draft estate documents, and run complex scenario analyses using disparate tools and spreadsheets, which is time‑consuming, error‑prone, and limits the ability to provide timely, coordinated advice across a client’s wealth journey.
Solution
Wealth.com offers an AI‑driven platform that unifies tax planning, estate document creation, and scenario modeling in a single web‑based system. The platform ingests tax information automatically via secure document upload, natural‑language input, or voice capture, then validates and structures the data for immediate analysis. Advisors can generate jurisdiction‑specific estate documents—such as revocable trusts, wills, and powers of attorney—in minutes using guided workflows, while the integrated Scenario Builder lets them model tax and estate strategies, compare multiple options, and visualize outcomes in real time. The system continuously links tax results to estate plans, automatically flagging when changes in a client’s tax situation require updates to their estate strategy. All client interactions, documents, and analytics are accessible through a secure portal, enabling collaborative planning and streamlined delivery of comprehensive wealth advice.
Target Audience
Primary users are financial advisors, private bankers, and wealth management firms that serve clients ranging from emerging wealth to ultra‑high‑net‑worth individuals and need integrated tax and estate planning capabilities.
Features
- AI‑powered data extraction from PDFs, voice dictation, or typed inputs, with instant validation and import into tax planning modules
- Dual‑mode tax engine (Rapid Triage for quick estimates and Deep Planning for comprehensive multi‑year strategies, including state and multi‑state analysis)
- Guided, jurisdiction‑aware document creation workflow for trusts, wills, powers of attorney, health directives, and guardianship nominations
- Scenario Builder that integrates real‑time asset data to model GRATs, SLATs, ILITs, CLATs, and other advanced estate techniques with side‑by‑side visual comparisons
- Automatic linkage between tax outcomes and estate documents, triggering updates when client tax profiles change
- Secure client portal with a digital vault for document exchange, collaboration, and a client‑facing view of plans and reports
- Exportable, professionally designed reports and visualizations for client presentations and compliance documentation