Verified fintech
Wealth.com
- Headquarters
- Scottsdale, AZ
- Website
- wealth.com
- Category
- Wealth & investing
About
Wealth.com is a digital estate-planning platform built for financial advisers. Advisers use it to create wills, trusts and powers of attorney, model tax and wealth-transfer scenarios, and store documents, with an AI tool that reads and analyses estate documents. It serves RIAs, broker-dealers, banks and estate-planning attorneys.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.