Reimagine Estate Planning with Us
We believe financial advisors should be an integral part of providing accessible estate planning services for their clients. And we believe the way to do that is by modernizing estate planning through innovative technology.
Experience the Freedom to Work From Anywhere
We’re a remote-first company, distributed across the country (and the globe). We believe in attracting the best people, no matter where their home base may be. However, we do meet in person several times a year.
See Open RolesWhat We Offer
You won’t find any of the negative stereotypes about startups at wealth.com—and that extends to our benefits. We believe in the wellbeing of each of our employees.
Full medical, dental, and vision coverage for you and your family, so you can focus on what matters most—your health and peace of mind.
Flexibility is foundational here. Take time off when you need to rest, recharge, or step away. Your well-being fuels your best work.
Legacy starts at home. We support you in taking time to care for and bond with your child during those early, meaningful moments.
Work wherever you thrive—home, beach, or mountains. You define your workspace and schedule, so long as the work gets done.
As a builder of Wealth.com, you’ll own a part of what we’re creating—through stock options that grow with the company’s success.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
We invest in your future. Get a 401k plan with 100% company match and immediate vesting starting on your first day.
All employees receive free, lifetime access to build and manage their estate plans with Wealth.com—no strings attached.
Our Values
To achieve our mission to modernize estate planning while fostering an innovative and inclusive environment, our culture is based on five core principles:
We’re inspired to build innovative products to make a difference in people’s lives. We believe in the power of curiosity and technology to achieve our mission.
We don’t let perfect be the enemy of good. We zag forward when presented with obstacles and find creative solutions to problems.
We put the skunk on the table. We are direct and honest while being caring and supportive—we push each other without stepping over one another.
We think like owners and take responsibility for our actions. Mistakes are OK but we pivot and move forward.
Our success comes from celebrating each person’s individuality while learning from our diverse backgrounds and experiences.
Backed by Leading Investors
Meet Our Team Members
