The industry-leading estate planning platform for wealth management, where technology, AI, and attorney expertise come together to protect every legacy.
United States
Joined May 2021
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📣 Standing room only at the Wealth.com booth earlier today!
Tim White and Drew Parker of @AnthropicAI walked through Wealth.com inside Claude for Financial Advisors: a client's estate documents in, plain-language questions, every answer citing the page it came from.
Today, we’re announcing a new collaboration with @AnthropicAI that brings Wealth.com’s estate and tax planning intelligence directly into Claude, giving financial advisors a new way to prepare, analyze and plan.
Claude brings an intuitive conversational experience. Wealth.com brings specialized estate and tax planning intelligence, client context, document analysis and purpose-built calculation infrastructure.
Together, we’re creating an entirely new way for advisors to work.
Read the announcement: wealth.com/resources/press/w…
Wealth.com retweeted
Congratulations @Daniel_Bolton Dan Bolton, @WeAreWealth Wealth.com, winner of the TECHNOLOGY PROVIDERS: Chief Marketing Officer of the Year category of the 2026 Wealth Management Industry Awards! #Wealthies
Wealth.com retweeted
Congratulations @WeAreWealth Wealth.com, winner of the ESTATE PLANNING: Advisor Service and Support category of the 2026 Wealth Management Industry Awards! #Wealthies
Wealth.com retweeted
Tired of the "swivel chair problem"? Discover how @WeAreWealth's advanced AI tools, including auto-generated flowcharts, can streamline your processes and enhance client engagement.
Learn how you can transform your practice: ow.ly/L1w050ZnQ56
Wealth.com retweeted
We're making a series of videos for @WeAreWealth
Happy to share our very first one!
It doesn't look like ANY of the other videos we've produced.
And I love it so much!
More to come soon :)
"Even permanent law is written in pencil."
That's how @theslottreport describes this moment. SECURE Acts + OBBBA = the biggest retirement tax reset in decades, and the advisors who move first win.
July 30, Ed Slott joins the Wealth.com Summer Series to turn new law into a playbook:
→ The 2026 Tax Opportunity Map hidden inside OBBBA
→ Turning RMDs from requirement into strategy
→ Estate planning under the SECURE Acts: Roths, life insurance, charitable tools
➕ Approved for 1.0 CFP® CE credits.
Save your seat today 👇 wealth.com/resources/webinar…
4 days away. ⏰
We're joining @wealth_mgmt to get practical about AI. No hype, no doom. Just what's working for advisors right now.
Register here: wealthmanagement.com/financi…
Half of the $124 trillion Great Wealth Transfer sits in just 2% of households.
That's the UHNW opportunity, and it's not the same game as mass affluent advising.
Our latest white paper breaks it down:
→ Where UHNW clients actually come from (not your LinkedIn follower count)
→ What changes at the $30M threshold — and again at $100M+
→ How directed trusts, jurisdiction selection, and swap power factor into sophisticated estate plans
→ The basis vs. gifting tension every advisor needs to resolve before making a recommendation
Whether you're building toward this market or already in it — this is the playbook.
Download it here: wealth.com/resources/white-p…
We're at the Morningstar Investment Conference in Chicago this week. 🤝
Come find us at booth #927 to see how Wealth.com is helping advisors deliver estate planning to every client.
