
51 - 200 employees
Founded 2021
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.
Selected: 🆕 Date Added.
🕒 September 9
Principal Enterprise Account Manager growing enterprise retention, renewals, and expansion for Wealth.com's AI-powered estate and tax planning platform. Managing strategic client relationships, commercial conversations, and revenue forecasts.
🕒 July 30
Client Support Associate delivering customer service via multiple channels for estate planning product. Responding to client inquiries and improving AI support systems in a dynamic startup environment.
🇺🇸 United States – Remote
💵 $30 - $38 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
👻 Ghost score 11%
🕒 June 24
Customer Support Associate handling client inquiries via phone, email, and chat for a leading estate planning platform. Collaborating in a supportive and innovative environment for financial services.
🇺🇸 United States – Remote
💵 $30 - $38 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
✨ Associate
👻 Ghost score 22%
🕒 June 16
Business Development Representative managing inbound and outbound leads for Wealth.com. Collaborating with Sales and Product teams to drive growth in the wealth management sector.
🇺🇸 United States – Remote
💵 $34 - $43 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
👻 Ghost score 24%