Wealth.com Employee Directory
Financial ServicesArizona, United States201-500 Employees
Wealth.com is a financial services company based in Tempe, Arizona, specializing in the estate and tax planning segment of wealth management. It offers a purpose-built, tech-led end-to-end platform designed for financial institutions to scale estate and tax planning with efficiency and consistency. The platform serves thousands of wealth management firms and supports a full spectrum of client needs—from foundational estate plans to advanced analysis and reporting—along with a product called Wealth.com Tax Planning. Wealth.com has earned industry recognition for innovation and leadership, including 2025 awards for Top Estate Planning Technology and Top Estate Planning Implementation, and it held a top market-share position in estate planning per the 2025 Kitces AdvisorTech Study, with additional recognition in 2024. In 2026, the company expanded partnerships and integrations, such as embedding its Ester AI within Dynasty Financial Partners’ desktop, and it was noted as a Summiteer in its 2026 program. The company employs between 201 and 500 people and lists its address as 51 West 3rd Street #110, Tempe, AZ 85281.
1-888-653-2347 
support@leadiq.com 
