Insights

Strong Industry Recognition Wealth.com has been awarded top industry honors, including Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as being named the #1 estate planning market share leader in the 2025 Kitces AdvisorTech Study, indicating high credibility and market leadership that can be leveraged in targeted outreach.

Recent Funding & Growth The company secured $65M in Series B funding in April 2026, signaling investor confidence and potential for scaling sales efforts, especially among larger financial institutions looking to modernize estate planning solutions.

Strategic Partnerships Partnerships with Dynasty Financial Partners, Sdawealthstrategies, and The Compass Wealth Group demonstrate a strong channel for expanding market reach and acquiring more financial advisors and firms seeking integrated estate planning tools.

Innovative Technology Platform Wealth.com’s integration of proprietary AI and an end-to-end platform for estate and tax planning positions it as a comprehensive solution for mid to large-sized firms aiming to enhance service delivery and operational efficiency.

Market Segment Focus Targeting established financial institutions and wealth management firms with 201-500 employees and revenues between $100M and $250M presents a lucrative segment that values sophisticated, scalable estate planning technology for competitive differentiation.

Wealth.com Email Formats	Example	Percentage
First.Last@wealth.com	John.Doe@wealth.com	88%
First@wealth.com	John@wealth.com	11%
Fir.Last@wealth.com	Joh.Doe@wealth.com	1%

Wealth.com Email Formats

Example

Percentage

First.Last@wealth.com

John.Doe@wealth.com

88%

First@wealth.com

John@wealth.com

11%

Fir.Last@wealth.com

Joh.Doe@wealth.com

Frequently Asked Questions

Where is Wealth.com's headquarters located?

Wealth.com's main headquarters is located at 51 West 3rd Street #110 Tempe, Arizona 85281 United States. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Wealth.com's stock symbol?

Wealth.com is a publicly traded company; the company's stock symbol is WLTG.

What is Wealth.com's official website and social media links?

Wealth.com's official website is wealth.com and has social profiles on LinkedIn Crunchbase.

What is Wealth.com's NAICS code?

Wealth.com's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth.com have currently?

As of May 2026, Wealth.com has approximately 210 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: R. L.Chief Financial Officer: M. G.Chief Technology Officer: K. P.. Explore Wealth.com's employee directory with LeadIQ.

What industry does Wealth.com belong to?

Wealth.com operates in the Financial Services industry.

What technology does Wealth.com use?

Wealth.com's tech stack includes LucidchartSQLFigmaLottieFilesEmotionLeverYouTubeGoogle Analytics.

What is Wealth.com's email format?

Wealth.com's email format typically follows the pattern of First.Last@wealth.com. Find more Wealth.com email formats with LeadIQ.

When was Wealth.com founded?

Wealth.com was founded in 2021.

Wealth.com

Q: What is Wealth.com's official website and social media links?

Wealth.com's official website is wealth.com. Wealth.com has social profiles on LinkedIn.

Q: How many employees does Wealth.com have currently?

Wealth.com has approximately 210 employees.

Q: What technology does Wealth.com use?

Wealth.com's tech stack includes Sanity, Twitter Ads, Bootstrap, RSS, WordPress.

Q: What is Wealth.com's NAICS code?

Wealth.com's NAICS code is 52 (Finance and Insurance).

Financial ServicesArizona, United States201-500 Employees

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies.

The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Insights

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Wealth.com Tech Stack

Media & News

Wealth Inc. attends event SPARK! Event.

Wealth Inc. receives financing of $65M in Series B.

Wealth Inc. partnered with Dynasty Financial Partners, LLC on Mar 9th '26.

Wealth Inc. hires Chris Nason as head of Private Wealth.

Wealth Inc. launches Tax & Estate Planning Platform.

Sdawealthstrategies partners with Wealth Inc..

The Compass Wealth Group partners with Wealth Inc..

Wealth.com's Email Address Formats