Worthy is an AI‑native tax intelligence platform that consolidates client tax documents and provides real‑time, conversational analysis for wealth advisors and tax professionals.
Funding
Funding not disclosed
Founders
Product
Problem
Advisors often rely on multiple disconnected tools and manual calculations to create personalized tax plans, leading to inefficient workflows and generic recommendations that miss client‑specific opportunities.
Solution
Worthy offers an AI‑native tax intelligence platform that consolidates client tax documents, applies expert‑trained models, and provides real‑time, context‑aware analysis. Advisors can ask natural‑language questions, receive detailed calculations, and instantly embed insights into client reports via a one‑click report builder. The dashboard highlights cross‑book opportunities such as law changes or RMD eligibility, enabling focused, high‑impact advisory work. Built‑in compliance safeguards and a dedicated calculation engine ensure audit‑ready results, while the platform requires no setup or template configuration.
Target Audience
Primary users are wealth management advisors, financial planners, and tax professionals who manage multiple client accounts and need scalable, precise tax planning tools.
Features
- Automatic ingestion and organization of 1040s, W‑2s, K‑1s, equity grants, and other tax documents without manual data entry
- AI‑driven conversational chat that delivers real‑time tax analysis, definitions, and custom model prompts
- Cross‑book intelligence to identify clients affected by tax law changes, RMD eligibility, and other portfolio‑wide opportunities
- One‑click always‑on report builder that adds chat responses, projections, and calculations directly into client deliverables
- Robust scenario calculators for Roth conversions, equity compensation, and other complex tax projections with auditable outputs
- Compliance‑ready output with SOC 2‑type security, fiduciary guardrails, and client‑ready language and disclosures
- Flexible, seat‑based subscription pricing with starter and standard tiers, including custom integrations and dedicated onboarding for larger firms