Audience
Financial advisors, wealth-management firms and estate-planning professionals seeking a tool to deliver scalable, high-quality estate-planning services and retain clients over generations
About Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.
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Luminary
Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days.
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Company Information
Wealth.com
Founded: 2021
United States
www.wealth.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
24/7 Live Support
Online
Wealth.com Frequently Asked Questions
Q: What kinds of users and organization types does Wealth.com work with?
Wealth.com works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Wealth.com support in their product?
Wealth.com supports these languages: English.
Q: What kind of support options does Wealth.com offer?
Wealth.com offers support via 24/7 live support and online.
Q: What other applications or services does Wealth.com integrate with?
Wealth.com integrates with: Addepar, Black Diamond Wealth Platform, Charles Schwab, Coinbase, eMoney, Orion, Redtail CRM, Salesforce, Wealthbox, and Zillow.
Q: Does Wealth.com have an API?
Yes, Wealth.com has an API.
Q: What type of training does Wealth.com provide?
Wealth.com provides training in the form of documentation, live online, in person, and videos.
