
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.
🕒 3 days ago
Account Manager managing mid-market client relationships for Wealth.com’s estate planning platform. Driving adoption, renewals, expansion, and measurable value across financial institutions.
🇺🇸 United States – Remote
💵 $120k - $130k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 2%
🕒 3 days ago
Account Manager driving adoption, retention, and expansion for enterprise clients of Wealth.com’s estate planning platform. Managing strategic relationships with major financial institutions.
🇺🇸 United States – Remote
💵 $120k - $150k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 2%
🕒 August 17
Regional Sales Manager driving new business for Wealth.com, an estate planning platform serving financial institutions. Managing enterprise accounts, sales pipeline, presentations, and territory growth across the U.S.
🇺🇸 United States – Remote
💵 $160k - $180k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤑 Sales
👻 Ghost score 2%
🕒 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 2%
🕒 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.
🕒 June 16
GTM Engineer responsible for automating workflows and system integrations for leading AI Wealth Management startup. Collaborate with Revenue Operations to build efficient revenue systems.
🌵 Arizona – Remote
💵 $130k - $180k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🧑💻 Full-stack Engineer
👻 Ghost score 14%
🕒 June 16
Director of Revenue Operations at wealth.com, owning systems and automation for revenue growth. Leading integrations and workflows to optimize client acquisition and retention.
🕒 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 14%
🕒 April 16
SMB Account Manager growing SaaS adoption, retention, and expansion for Wealth.com’s estate planning platform. Managing client lifecycles, renewals, onboarding, KPIs, and cross-functional escalations.
🇺🇸 United States – Remote
💵 $100k - $120k / year
⏰ Full Time
🟢 Junior
💰 Account Manager
👻 Ghost score 44%