
51 - 200 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
SaaS • Fintech • B2B
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.
🕒 May 13
🏢🏡 New York City – Hybrid
💵 $200k - $235k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💻 Full-stack Engineer
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51 - 200 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
SaaS • Fintech • B2B
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.
• Build core AI infrastructure • Design and implement platforms for LLM orchestration, tool execution, and agent workflows • Develop shared services and abstractions used across multiple AI applications • Build AI capability layers (tools / skills) • Design and implement tools (“skills”) that agents and applications rely on, including APIs, workflows, and integrations • Define clear interfaces for capabilities such as data retrieval, calculations, document processing, and external system actions • Build reusable, composable abstractions that enable safe and scalable tool usage across systems • Ensure tools are reliable, observable, and secure, especially when interacting with sensitive data • Enable agentic systems at scale • Build infrastructure to support multi-step agents (state management, tool routing, retries, failure handling) • Design systems where agents reason over and invoke tools/skills reliably • Create reusable orchestration patterns between models and capabilities • Develop evaluation and observability systems • Build frameworks for offline and online evaluation of AI systems • Implement logging, tracing, and monitoring for model behavior and system performance • Own reliability and performance • Design systems for high availability, fault tolerance, and graceful degradation • Optimize for latency, throughput, and cost across AI workloads • Build data and retrieval infrastructure • Develop scalable RAG pipelines, indexing systems, and data processing workflows • Own infrastructure for handling large-scale structured and unstructured data • Create internal platforms and developer tooling • Build tools, SDKs, and internal platforms that enable engineers to integrate AI capabilities quickly and safely • Standardize best practices across teams (prompting, evaluation, deployment) • Work closely with product and AI teams • Partner with AI Applications engineers to support production use cases • Translate product needs into scalable infrastructure solutions
• A degree in Computer Science, Engineering, or a related quantitative field (or equivalent practical experience) • Strong software engineering fundamentals, including system design, distributed systems, and writing maintainable code • Proven track record of building and operating production systems at scale • Proficiency in Python, TypeScript, C#, and comfort working across a polyglot stack, picking up new languages and frameworks as needed • Experience building backend systems, APIs, or infrastructure platforms • Experience working with AI/ML systems in production, including LLM integrations or data pipelines • Experience designing or integrating systems with tool/skill abstractions (e.g., function calling, APIs, or capability layers used by AI systems) • Ability to operate in ambiguous, fast-moving environments with high ownership.
• Competitive salary. • Hybrid work in the New York area • Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. • 100% company-paid basic life insurance, short-term and long-term disability insurance. • 100% paid parental leave upon eligibility. • Company equity managed through Carta. • 401k with match and 100% vesting upon hire. • Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. • Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
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