The Legal Tech Map › Consumer legal tech and access-to-justice companies
Wealth.com
Platform financial advisors use to build, analyse and model clients' estate and tax plans
Wealth.com lets financial advisors and trust companies build estate plans for clients, read existing estate documents with its Ester AI, and model tax strategies; clients reach it only through an advisor. It also offers tools for attorneys and enterprises. Rei Carvalho is co-founder and executive chairman.
- Market
- Consumer & Access to Justice, Estate planning through financial advisors
- Based in
- Tempe, United States
- Founders
- Rei Carvalho
- Website
- wealth.com
Similar companies
- Vanilla: Software for wealth managers to review and model clients' estate plans, with AI and an attorney network (Bellevue, United States)
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