Careers
Come 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.
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.
Health benefits
Full medical, dental and vision benefits for you and your family.
Flexible PTO
Flexibility is at our core, and we encourage you to take time off to relax or recharge.
Paid parental leave
Legacy is important to us, so we support and celebrate taking the time to care and bond with your child.
Remote, flexible work
Get the flexibility to work wherever you choose and to define your workspace—the mountains, the beach, while traveling or your home.
Equity
As a builder of the company, you get a piece of the pie in the form of stock options.
Paid holidays
Take the holidays off. Even your birthday is a holiday!
401k match
You get a 401k with company matching and 100% vesting upon hire.
Free estate planning
All employees get free, lifetime access to create and manage their estate plans with wealth.com.
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:
Inspired to innovate
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.
Seek progress not perfection
We don’t let perfect be the enemy of good. We zag forward when presented with obstacles and find creative solutions to problems.
Compassionate honesty
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.
Accountability matters
We think like owners and take responsibility for our actions. Mistakes are OK but we pivot and move forward.
We win together
Our success comes from celebrating each person’s individuality while learning from our diverse backgrounds and experiences.
Every day presents a unique challenge that fuels both personal and professional growth. I love working here because of the collaborative spirit and the freedom to innovate alongside incredibly talented and diverse colleagues.
I enjoy working at wealth.com because of our collaborative culture and strong work ethic. We’re developing a product that truly enhances how individuals and advisors approach estate planning.
You are encouraged to continuously improve your skills and experiment with new tools. International yet close-knit, wealth.com brings people and ideas together so you can be a part of building an outstanding product.
Alison Peabody
I love bringing digital estate planning tools to young workers who are more comfortable using online apps than sitting in an attorney office. It makes me proud to help the next generation think and plan for the future.
I really like the collaborative and inclusive culture. It’s inspiring to work with people who support each other and work as a team to succeed. I’ve seen the past success of the leadership team and I truly believe wealth.com is headed for even greater things.
Elite delivery is really the only way to describe what we do here at Wealth. We are constantly on the forefront of cutting-edge technology and delivering solutions at a rate that feels unreal at times.
An award winning workplace
