Wealth.com
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.
51 - 200 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
Senior Software Engineer
November 25
Wealth.com
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.
51 - 200 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
📋 Description
• Architect, design, and develop robust, scalable, and maintainable software solutions. • Lead technical discussions and contribute to high-level architectural decisions. • Collaborate with product managers, designers, and other engineers to deliver high-impact features. • Ensure code quality through peer reviews, testing, and automation. • Optimize applications for performance, security, and reliability. • Mentor and guide junior developers, fostering a culture of learning and growth. • Stay up to date with industry trends and bring innovative ideas to the table.
🎯 Requirements
• 5+ years of experience in software development • Strong proficiency in and experience with • (Frontend Specialists) React, Typescript, HTML, Javascript, CSS • OR (Backend Specialists) C#/.NET, Typescript, GraphQL, DynamoDB, MySQL • Deep understanding of system design, data structures, and algorithms. • Experience with cloud platforms like AWS (preferred) or GCP. • Strong problem-solving skills and ability to work independently. • Excellent communication and collaboration skills.
🏖️ Benefits
• Company covered 100% medical for employees and dependents • Pension match at 5% • Fully remote, flexible work environment. We do however meet together in person several times a year. • Flexible Time Off including a day off for your birthday! • Company equity managed through Carta
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