News and Press Releases

Wealth.com Named Estate Planning Partner by Osaic’s National Planning Institute, Supporting 11,000 Financial Professionals

Wealth.com Strengthens Leadership With New Advisory Board Appointments

What We Launched at Wealth.com’s 2025 Summer Product Event

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Wealth.com Announces Inaugural Estate Planning Conference

Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors

Wealth.com Announces Strategic Integration With eMoney to Deliver Streamlined AI-Powered Estate and Financial Planning Capabilities for Advisors

Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

Announcing Scenario Builder

Reflection & Momentum: 2024 in Review and What’s Ahead for 2025

New to Ester® Estate Extraction: Executive Summaries & Expansion to Irrevocable Trusts

Wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

Wealth.com Announces Family Office Suite™: Cutting-edge estate management for highly complex estates

Announcing Sub-Trusts for Joint Revocable Trusts Now Available

Salesforce Integration Now Available on Wealth.com

2023 Year in Review