Wealth.com

We’re honored to be named to the CB Insights 2025 Fintech 100 list! 🎉 This recognition highlights the most promising companies shaping the future of financial services, and we’re proud to see Wealth.com included among them. Our mission has always been to modernize estate planning for advisors and their clients, making it more integrated, accessible, and impactful. Being part of the Fintech 100 reinforces the importance of that work and the innovation happening in wealthtech today. A huge thank you to our team, partners, and the advisor community for helping us get here. The best is still ahead. 🚀 https://lnkd.in/gDaHj4vg

Seamless technology is essential to modern estate planning. 🔑 With Wealth.com, advisors can integrate directly with the platforms they already trust including CRMs, portfolio management tools, and custodians. These connections reduce manual work, improve data accuracy, and bring estate planning into the everyday advisor workflow. The impact is powerful: greater efficiency for firms, stronger client relationships, and a more complete wealth experience. See the full list of integrations here: https://lnkd.in/gTigvMAZ

💡 This week shines a light on the importance of estate planning and the critical role advisors play in helping clients get their plans in place. At Wealth.com, we help advisors bridge the gap between what clients expect and what they receive by providing modern tools, education, and support that make estate planning simple and impactful. When advisors are empowered, clients are protected. That’s something worth celebrating this week!

How do top advisory firms deliver estate planning without adding more to their plate? Join us October 29 at 11AM PT / 2PM ET for an inside look with Provista Wealth Advisors as they share how they’ve scaled estate planning across their firm using Wealth.com. You’ll learn how they: ✅ Integrate estate planning seamlessly into client meetings ✅ Strengthen client relationships and retention ✅ Deliver consistent, compliant experiences at scale 👉 Register here: https://lnkd.in/egWbaeNA

It’s Estate Planning Awareness Week, and there’s no better time to help clients see how life events create new opportunities for planning and protection. From career milestones and buying a home to retirement and becoming a grandparent, each stage brings new opportunities to revisit a client's estate plan. That’s why we partnered with WealthManagement.com to create the Estate Planning Opportunities Poster, a visual guide built for advisors who want to: ✔️Spark meaningful estate planning conversations ✔️Identify timely opportunities across a client’s life stages ✔️Keep strategies aligned as families and goals evolve Simply fill out the form linked below, and we’ll mail a printed copy straight to you. It’s perfect for your office or next client meeting. 👉 Request your complimentary poster here: https://lnkd.in/giUxqC2m

It’s Estate Planning Awareness Week, and we’re celebrating the advisors who help families protect what matters most while shaping the future of estate planning. To start the week, we’re giving away exclusive Wealth.com shirts 👕 and a chance to win a free ticket to #EstateCon. 🎟️ 👉 Claim your shirt and enter to win: https://lnkd.in/gddyfYE5 Stay tuned throughout the week for more insights and ways to help clients protect what matters most.

As 2025 winds down, it’s time to get strategic about year-end tax planning. In our latest episode, our hosts break down essential strategies every financial advisor should review before year-end, from maximizing deductions and charitable giving to Roth conversions and tax loss harvesting. ✅ 🎧 Tune in and elevate your year-end planning.  Apple: https://lnkd.in/eSiCeGVS Spotify: https://lnkd.in/e7SWV4CG YouTube: https://lnkd.in/eBmRMmK5

We’re thrilled to join the first-ever Gemini Founders Forum this November! This event brings together leading AI innovators shaping the future of growth, alongside experts from Google Cloud and Google DeepMind. We’re looking forward to connecting, collaborating, and exploring what’s next for AI. See you at Google HQ soon! 🏞️ Google for Startups

We’re thrilled to share that Sara Blandford has been promoted to Regional Vice President, West at Wealth.com! 🎉 Since joining the team, Sara has been instrumental in scaling our advisory business and deepening partnerships with some of the most innovative firms in wealth management. As Regional Director, she helped drive remarkable growth across the West Coast, led key enterprise initiatives, and built a high-performing sales team dedicated to empowering advisors and their clients with modern estate planning solutions. In her new role, Sara will lead our growing Western region, guiding Regional Managers and Account Executives as we continue to redefine what’s possible in estate planning for advisors, RIAs, and enterprise firms alike. Please join us in congratulating Sara on this well-deserved promotion and celebrating her continued leadership, drive, and commitment to advancing Wealth.com’s mission: making estate planning more accessible, intelligent, and advisor-led than ever before. Congratulations, Sara! 👏

We’re honored to be recognized in the 2025 InvestmentNews Five-Star Technology Report. ⭐ Identified through a comprehensive survey of financial advisors and related professionals, the report highlights leading technology providers evaluated across key dimensions including visualization and reporting capabilities, screening tools, customer service, integration with other software, and documentation. We’re committed to empowering advisors with the modern estate planning technology they need to deliver exceptional value and deepen client relationships. Recognition like this underscores our mission to transform how advisors approach estate planning with clarity, confidence, and care. https://lnkd.in/gh89gCfS