Wealth
Curated by SignalOnline will solutions modernizing estate planning for individuals and advisors.
Overview
Wealth.com offers online will solutions aimed at modernizing estate planning for individuals and financial advisors. The platform includes an advisor portal that allows financial professionals to create, manage, and update estate plans. It utilizes customizable templates and state-optimized legal documents to address issues related to outdated estate plans, enabling users to adapt their documents as life circumstances change. The platform also focuses on security and confidentiality, providing secure document storage and access to legal advice. Wealth.com seeks to increase access to financial knowledge, making comprehensive estate planning more accessible for various stakeholders.
Key facts
- Founded
- 2020
- Headquarters
- Gilbert, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
51 rolesEnterprise Sales Manager
United States · On-site · Volunteer
Senior Manager, People Operations & Employee Relations, AI Enablement
New York, NY · On-site · Volunteer
GTM Engineer
New York, NY · On-site · Volunteer
