Tempe, United States
Wealth.com, founded in 2021, is positioning itself as a transformative force in the wealth management industry with its best-in-class estate planning technology combined with human expertise. Its platform stands out as the first tech-led, end-to-end estate planning solution designed specifically for financial institutions, enabling over 500 firms to efficiently scale their services and meet diverse client needs.
The company's credibility is bolstered by recognition from the 2024 T3/Inside Information Advisor Software Survey, where it was ranked as the leading estate planning platform by financial advisors. It further gained prestige with awards from WealthManagement.com and was acknowledged among innovative workplaces by Fast Company and Fortune.
In its latest corporate round on April 16, 2025, Wealth.com secured investment from Charles Schwab, underscoring the confidence that significant industry players have in its growth and innovation capacity. Headquartered in the United States, the company plays a pivotal role at the intersection of AI, Fintech, and Wealth Management.
Camarda Wealth Advisory Group
