News and Press Releases

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Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors
April 16, 2025
Wealth.com and eMoney Advisor Announce Integration
April 14, 2025
Cetera Taps Wealth.com Platform for Enhanced Estate Planning
April 2, 2025
Wealth.com Partners With Cetera
April 2, 2025
Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors
April 2, 2025
The Great Wealth Transfer is coming: How AI is shaping the future of legacy planning
March 24, 2025
Family offices invest in AI but are slow to use it in operations
March 21, 2025
Committed to Building the RIA of the Future, RFG Advisory Announces New Suite of Cutting-Edge Technology
March 12, 2025
Wealth.com Launches ‘Scenario Builder’: The First All-in-One Tool to Instantly Model, Compare and Optimize Complex Estate Strategies
March 4, 2025
Top Hollywood Attorney Joins Wealth.com’s Legal Team
February 11, 2025
Ethical wills can be a crucial tool for estate planning
January 27, 2025
Wealth.com Recruits New Marketing Head from Nitrogen
January 23, 2025
22 Top Financial Advisor Podcasts To Listen To In 2025
January 20, 2025
Meet the 2024 Luminaries Winners
December 12, 2024
Top AI Founders To Watch in 2025
December 10, 2024
Wealth.com Expands Its RIA Reach (Again)
November 20, 2024
Best New Technology and Software for Investment Management Professionals | New Technology Report
November 19, 2024
Estate planning platform Wealth.com signs up $11.8bn Merit
November 19, 2024
Some Advisors Urge Caution On Big Estate Gifts
October 31, 2024
Here’s why technology is the new key to estate planning
October 30, 2024
Wealth.com unveils partnership with Independent Advisor Alliance
October 24, 2024
The Trump tax cuts are expiring, so what are advisors saying?
October 24, 2024
Making This Common Investing Mistake? Experts Share the Easy (but Urgent) Fix
October 23, 2024
Startups Look To Streamline Tasks Around Death And End-of-Life Planning
September 25, 2024
Meet Financial Planning’s 7 Rising Stars of 2024
September 24, 2024
Wealthtech Wave to Top $9.4B
September 18, 2024
Wealth.com Scores $30M in Series A Funding
September 16, 2024
Estate planning startup Wealth.com raises $30M Series A
September 16, 2024
Wealth.com raises $30m in funding round led by Google
September 16, 2024
Wealth.com Closes $30M Series A Funding Round, Led by GV, to Further Modernize Estate Planning
September 16, 2024
Wealth.com Named in Fortune Best Workplaces in Financial Services & Insurance™ 2024
September 11, 2024
Wealth.com Named Finalist in Fast Company’s Best Workplaces for Innovators 2024: Small and mighty companies
September 10, 2024
Wealth Named 2x Winner of Wealth Management Industry Awards (“Wealthies”)
September 5, 2024
Wealth.com Named 3x Finalist for ThinkAdvisor Luminary Awards
September 4, 2024
Wealth.com Named in Fortune Best Small Workplaces™ 2024
August 28, 2024
Gateway Financial Partners Adds Wealth.com Estate Planning Tools
August 27, 2024
wealth.com strikes fintech partnership with Integrated Partners
July 16, 2024
Wealth.com Unveils “Family Office Suite,” Adds To Legal Team
June 24, 2024
Wealth.com Launches Family Office Suite
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning Tools
June 21, 2024
Estate tech provider wealth.com launches family office suite
June 21, 2024
Wealth.com launches tool suite for family offices, UHNW-focused RIAs
June 21, 2024
Wealth.com Launches New Family Office Suite™
June 21, 2024
Bridging the Estate Planning Gap: Danny Lohrfink, Wealth.com, Discusses How They Empower Financial Advisors
June 8, 2024
Wealthtech Roundup: iCapital, Addepar, BetaNXT, Pershing And More
June 5, 2024
Wealth.com Teams With Wealthtech RIA Facet
May 30, 2024
The Estate Tech Revolution Is Picking Up Speed
May 30, 2024
Advisors: Go Ahead And Kick The Tires On AI
May 15, 2024
Estate Planning with Anne Rhodes
April 16, 2024
The ROI on AI: Advisors struggle to get unbiased answers from tech providers
April 8, 2024
Advisors know ChatGPT, but that doesn’t mean they trust AI
April 5, 2024
WSR Pathfinder Awards – Top Women Industry Leaders Of 2024
March 26, 2024
AI Is an Advisor’s Co-pilot, Not Its Competitor
March 11, 2024
Wealthtech Firm Farther Reportedly Exceeds $2B in AUM
February 12, 2024
10 Things You Should Know About Estate Planning
January 31, 2024
Voices: Surfing the ‘second wave’ of estate planning technology
January 23, 2024
Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients
January 22, 2024
Wealth.com Brings Estate Planning to the AI Age
January 4, 2024
Tim White and Thomas Kopelman want to make estate planning less painful
January 2, 2024
Wealthtech Trends That Dominated 2023, And Will In 2024
December 26, 2023
The Ten to Watch in 2024: Anne Rhodes
December 18, 2023
How AI is Opening Conversations in Estate Planning
December 12, 2023
Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor
December 4, 2023
The Estate Planning Platform by Advisors, for Advisors
November 27, 2023
What Advisors Need to Know About Elective Community Property
November 27, 2023
Industry Titan Joanne Bradford Joins Wealth.com as Strategic Advisor to Fuel Growth 
November 20, 2023
Estate Planning Software Options for Financial Advisors
November 17, 2023
WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2023
October 10, 2023
Wealth.com Adds Brian Hamburger as Strategic Advisor
September 28, 2023
Danny Lohrfink on Leveraging AI in Your Practice
September 11, 2023
Wealth.com turns to well known planners, activists to establish new advisor council
September 7, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate Planning | ThinkAdvisor
September 7, 2023
I pitted ChatGPT against a real financial advisor to help me save for retirement—and the winner is clear
August 25, 2023
Lack of estate planning leads to family feuds, study shows
August 8, 2023
The Latest In Financial #AdvisorTech (August 2023)
August 7, 2023
Wealth.com Adds Tyrone Ross as Strategic Advisor, Demonstrating Continued Commitment to Innovation in Estate Planning
August 2, 2023
July WealthTech News
July 28, 2023
Political Football: Stand Out In The Game Of Practice Differentiation
July 24, 2023
Should you tell your kids how much they’ll inherit?
July 21, 2023
Seven fintech companies to feature at second annual Future Proof festival
July 19, 2023
AssetBook Partners with Wealth.com, Offering Estate Planning Services to Deliver a Comprehensive Financial Planning Solution to Financial Advisors
July 13, 2023
Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More
July 11, 2023
New AI Tool Helps Advisors Offer Estate Planning
June 29, 2023
Should your firm hire an AI legal assistant to help with estate planning?
June 27, 2023
Wealth.com Debuts ‘Ester,’ an AI-Powered Estate Planning Legal Assistant for Advisors
June 27, 2023
What is a will? The estate planning document you need ASAP (even if you think you don’t)
June 19, 2023
Wealth.com Sets New Standard for Security in Digital Estate Planning
August 9, 2022
Wealth Launches Out of Stealth with $16M in Seed Funding to Bring Innovation to Estate Planning
March 22, 2022
Wealth poised to make estate planning accessible to all
March 22, 2022