Insights

Innovative Digital Solutions WealthCounsel's robust online document drafting solutions and coaching programs position it as a leader in digital legal services, creating opportunities for sales teams to introduce complementary practice management tools and integrations to enhance user efficiency.

Growth Through Membership The recent launch of the Advisors Forum membership indicates a strategic initiative to foster community engagement and recurring revenue streams, presenting a chance to upsell advanced educational packages and exclusive resources.

Strategic Acquisition Presence Ownership by LEAP Legal Software and previous investments highlight strong backing and a growth trajectory, offering prospects to collaborate on integrated workflow solutions or expand into related legal services markets.

Financial Scale & Market Reach With revenues estimated between 100 million and 250 million dollars and a substantial employee base, WealthCounsel is a key player in the legal tech space, making it a valuable target for enterprise-level integrations or enterprise SaaS solutions.

Market Leader & Competitors Positioned alongside industry giants like LegalZoom and Rocket Lawyer, WealthCounsel presents opportunities to differentiate through specialized estate planning and elder law offerings, appealing to law firms seeking tailored, high-impact legal technology solutions.

WealthCounsel, LLC Tech Stack

WealthCounsel, LLC uses 8 technology products and services including Open Graph, Salesforce, Elastic stack (ELK), and more. Explore WealthCounsel, LLC's tech stack below.

  • Open Graph
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Elastic stack (ELK)
    Data Management
  • Google Drive
    Document Management Systems
  • Apple iCloud Mail
    Email
  • FingerprintJS
    Javascript Libraries
  • PHP
    Programming Languages
  • Facebook
    Widgets

Media & News

WealthCounsel, LLC's Email Address Formats

WealthCounsel, LLC uses at least 1 format(s):
WealthCounsel, LLC Email FormatsExamplePercentage
First.Last@wealthcounsel.comJohn.Doe@wealthcounsel.com
91%
FLast@wealthcounsel.comJDoe@wealthcounsel.com
6%
FirstLast@wealthcounsel.comJohnDoe@wealthcounsel.com
2%
Last@wealthcounsel.comDoe@wealthcounsel.com
1%

Frequently Asked Questions

Where is WealthCounsel, LLC's headquarters located?

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WealthCounsel, LLC's main headquarters is located at 3 2nd Street, Suite 803 Jersey City, NJ 07302, US. The company has employees across 1 continents, including North America.

What is WealthCounsel, LLC's phone number?

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You can contact WealthCounsel, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is WealthCounsel, LLC's official website and social media links?

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WealthCounsel, LLC's official website is wealthcounsel.com and has social profiles on LinkedIn.

What is WealthCounsel, LLC's NAICS code?

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WealthCounsel, LLC's NAICS code is 5411 - Legal Services.

How many employees does WealthCounsel, LLC have currently?

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As of October 2025, WealthCounsel, LLC has approximately 173 employees across 1 continents, including North America. Key team members include Chief Executive Officer: H. S.Chief Operating Officer: J. D.Chief Legal Content Officer: B. A.. Explore WealthCounsel, LLC's employee directory with LeadIQ.

What industry does WealthCounsel, LLC belong to?

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WealthCounsel, LLC operates in the Legal Services industry.

What technology does WealthCounsel, LLC use?

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WealthCounsel, LLC's tech stack includes Open GraphSalesforceElastic stack (ELK)Google DriveApple iCloud MailFingerprintJSPHPFacebook.

What is WealthCounsel, LLC's email format?

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WealthCounsel, LLC's email format typically follows the pattern of First.Last@wealthcounsel.com. Find more WealthCounsel, LLC email formats with LeadIQ.

When was WealthCounsel, LLC founded?

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WealthCounsel, LLC was founded in 1997.

WealthCounsel, LLC

Legal ServicesUnited States51-200 Employees

WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years. As a company created and run by attorneys, for attorneys, we intimately understand the unique challenges that many legal practitioners face.

Our robust online document drafting solutions make working from anywhere a reality, while our coaching programs and a vast catalog of on-demand and live continuing education opportunities empower you to build and maintain a law practice that fits your life.

From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. Contact us to schedule a demo and learn more about how our software can help improve your practice.

Section iconCompany Overview

Headquarters
3 2nd Street, Suite 803 Jersey City, NJ 07302, US
Phone number
NAICS Code
5411 - Legal Services
Founded
1997
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    WealthCounsel, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    WealthCounsel, LLC's revenue is estimated to be in the range of $100M$250M

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