Wealth.com develops an AI-powered platform for estate and tax planning, aimed at broadening access to services traditionally reserved for the ultra-wealthy. The company's technology is used by thousands of wealth management firms to modernise the delivery of planning guidance to their clients. Its core technical domain is artificial intelligence.
The firm has offices in New York City, Tempe, and San Francisco, and maintains a remote-friendly work culture. It operates across the wealth management, estate planning, and tax planning sectors.
The company is certified as a Great Place to Work and was named a finalist for Fast Company's Best Workplaces for Innovators. Its stated cultural principles include inspiring innovation, seeking progress over perfection, and valuing accountability. Employee benefits comprise comprehensive health coverage, flexible PTO, equity participation, and a 401(k) match from the first day of employment.
