Articles from Wealth.com

Wealth.com, the leading digital estate planning platform for financial advisors, today announced a strategic integration with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. This integration will empower financial advisors on the Wealth.com platform to deliver more efficient, accurate and holistic estate and financial planning solutions to their clients. Upon launch, advisors will be able to eliminate manual data entry and ensure real-time synchronization of financial data for a more fully integrated, AI-powered wealth management experience.

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client demand for holistic financial planning.

Wealth.com, the industry’s leading end-to-end estate planning platform, today introduced Scenario Builder, a powerful new estate planning modeling tool designed to give financial advisors, wealth planners and estate attorneys insights into the potential impacts of various strategies on a client’s estate. As a major enhancement to wealth.com’s already robust platform, Scenario Builder delivers real-time calculations of estate tax implications, incorporates future financial events and enables advisors to modify assumptions over time.

Wealth.com, the industry’s leading end-to-end estate planning platform, today announces the addition of Kathy Wunderli to its legal team as Head of Private Wealth. Wunderli joins the team with more than 20 years of experience in private wealth law, specializing in estate planning, probate, trust administration, and tax matters. Her distinguished career has made her a trusted advisor to entertainment industry professionals, high-net-worth families, individuals, closely-held business owners, and nonprofits.

Wealth.com, the leading end-to-end estate planning platform, today announced the appointment of Dan Bolton as Head of Marketing, adding extensive fintech marketing expertise to the company’s leadership team. Bolton was previously with Nitrogen, where he played a pivotal role in driving marketing strategy, strengthening the brand’s industry position, and delivering impactful events. In his role at wealth.com, Bolton will spearhead the firm’s marketing initiatives and brand evolution as the company enters its next phase of growth.

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced it has entered a strategic partnership with Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm. Merit specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions. The partnership provides Merit advisors with access to the industry’s most advanced estate planning digital resources, enabling them to more fully service their clients and enhance their practices.

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced it has entered a strategic partnership with Independent Advisor Alliance (IAA), a leading hybrid firm focused on empowering financial advisors to succeed as independent business owners. The partnership will provide IAA’s 225 advisors across 27 states with access to the industry’s most advanced estate planning digital resources, enabling them to elevate and expand their practice. As estate planning becomes an increasingly essential component of comprehensive wealth management services, wealth.com’s innovative and accessible technology will accelerate the opportunity for all IAA advisors.

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced the successful completion of a $30 million Series A funding round, led by GV (formerly Google Ventures). This investment underscores the growing significance of combining scalable next-generation technology with the essential human touch that is required for financial planning.

Gateway Financial Partners (“Gateway”), a rapidly growing hybrid registered independent advisory (RIA) firm, today announced a strategic partnership with wealth.com, the industry’s leading estate-planning platform. This collaboration equips Gateway advisors with advanced, tech-driven estate planning tools, enabling them to serve clients more comprehensively and efficiently.

Wealth.com, the industry’s leading estate planning platform, today unveils its latest innovation: Family Office Suite™, a cutting-edge collection of estate management technologies designed for highly complex estates. The Family Office Suite is specifically tailored to the needs of firms that service high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families, enabling their advisors and in-house wealth strategists to deliver incredible estate planning value to clients, while reducing manual work through automation and processes that are both scalable and repeatable.

Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial planning. This collaboration not only equips Facet’s planners with next-gen estate planning tools, but also delivers added value to its members by providing a simple and seamless way to keep their estate plans up-to-date. Facet members continue to benefit from a holistic financial planning experience, empowering them to take charge of vital aspects like asset distribution, guardianship and healthcare decisions.

Wealth.com, the industry’s leading estate planning platform, today announced Farther, the nation’s leading technology-centric wealth management firm has made wealth.com available to all advisors and their clients as its go-to estate planning solution. Farther’s experienced advisors and data-driven wealth management platform have set a new standard in financial planning, putting high-net-worth (HNW) clients’ money to work for them, their families and their futures. This commitment extends to the incorporation of wealth.com’s estate planning platform, reinforcing Farther’s dedication to providing a truly comprehensive approach to managing significant wealth.

Wealth.com, the industry’s leading estate planning platform, today announced the appointment of Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® as a strategic advisor. Hopkins’ vision and considerable industry expertise align well with wealth.com’s efforts to propel the industry forward, empowering financial advisors with technology, solutions and legal expertise that enable them to offer more comprehensive, personalized advice.

Wealth.com, the industry’s leading estate planning platform, today announced Joanne Bradford as a strategic advisor. With a diverse background that encompasses leadership roles in Silicon Valley and Los Angeles, Bradford has spent 25 years driving growth in the financial services and technology arenas. Her expertise in elevating market presence and spearheading strategic initiatives is set to be a major asset to wealth.com as the company refines its go-to-market strategy and embarks on its next phase of expansion and industry innovation.

Wealth.com, the industry’s leading estate planning platform, today announced the formation of its Advisor Council, a curated group of diverse and highly influential leaders in the financial advisory space. The uniqueness of the council lies in its composition: it is exclusively made up of professionals from the financial advisory sector who either use the product with their clients or possess a deep familiarity with the domain and the nuances of engaging advisors.

Wealth.com, the industry’s leading estate planning platform, today announced Brian Hamburger, JD, CRCP, as a strategic advisor. Hamburger is the founder, president and chief executive officer of MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial independent investment advisers. With an unmatched expertise in the compliance and regulatory space, Hamburger’s insightful perspective on advisors’ needs, combined with the trust he has earned within the advisory community, stands to significantly advance the Wealth.com vision. This vision emphasizes equipping advisors to better serve their clients with best-in-class technology and human expertise.

Wealth.com, the industry’s leading estate planning platform, today announced Tyrone Ross, chief executive officer and co-founder of Turnqey Labs, Inc. and president and founder of 401 Financial, as its inaugural strategic advisor. In this new role, Ross will be charged with informing Wealth.com’s product roadmap to ensure it delivers maximum value for financial advisors and end clients alike. His expertise and insights will be instrumental in ensuring that the platform continues to meet and exceed the needs of all its members, further cementing Wealth.com's position as a preeminent force in the estate planning arena.

AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with Wealth.com, the industry’s leading estate planning platform. By joining forces with Wealth.com, AssetBook’s clients are able to seamlessly introduce estate planning into the financial planning process, ultimately delivering more scalable value to their clients and enabling better outcomes.

Wealth.com, the industry’s leading estate planning platform, today announced the appointment of Thomas Kopelman as Head of Community. In this newly created role, Kopelman will proactively interface with the company's primary audience, which comprises financial advisors and registered investment advisers (RIAs), forging strong connections with these critical stakeholders. His appointment underscores Wealth.com’s deep commitment to continually innovating and creating value for the wealth management community.

Wealth.com, the industry’s leading estate planning platform, today announced the official launch of Ester™, a first-of-its-kind artificial intelligence (AI) legal assistant that enables financial advisors to make high-quality estate planning more accessible, cost effective and scalable. Ester™ harnesses the power of AI and machine learning (ML) to automate tedious and laborious tasks traditionally handled by financial analysts and in-house paralegals, empowering financial advisors to efficiently deliver customized wills, trusts and other estate planning documents.