Wealth.com is the industry’s leading estate & tax planning platform, trusted by more than 3,000 wealth management firms and some of the largest names in finance. Purpose-built for financial institutions, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to modernize financial planning at scale. Recognized for innovation and leadership, the company has earned Top Estate Planning Technology and Implementation honors at the 2025 WealthManagement.com Industry Awards and #1 market share in the 2025 Kitces AdvisorTech Study.