
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 8
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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.
• Own problems end-to-end • Take loosely defined ideas and turn them into shipped, production features • Make architectural decisions across AI systems, backend, and frontend • Build real AI products (not demos) • Design, build, and deploy production-grade systems leveraging LLMs • Own systems that handle real user traffic, constraints, and failure modes • Develop agentic systems • Build multi-step workflows with reasoning, tool use, and structured outputs • Design systems that balance autonomy, control, and reliability • Design AI-native user experiences • Build AI-native interfaces (agentic UIs) where users collaborate with AI • Implement streaming, feedback loops, and iterative workflows • Work with tools / skills (AI capabilities) • Integrate and compose tools (“skills”) such as APIs, retrieval systems, and external actions • Design product features that leverage these capabilities effectively within agent workflows • Collaborate with AI Infrastructure to improve tool interfaces and behavior • Drive quality and performance • Build evaluation and feedback loops • Implement guardrails and monitoring • Optimize for latency, cost, and accuracy • Work across the stack • Backend services, APIs, data pipelines, and frontend experiences • Ship quickly and iterate based on real usage
• Degree in Computer Science, Engineering, or equivalent practical experience • Strong software engineering fundamentals (system design, data structures, clean code) • Proven track record of building and shipping production systems • Proficiency in Python, TypeScript, C#, and comfort working across a polyglot stack, picking up new languages and frameworks as needed • Experience building AI-powered applications in production • Hands-on experience with agentic or multi-step AI systems • Experience working with APIs or tool integrations within AI systems • Ability to operate in ambiguous, fast-moving environments
• Competitive salary. • Hybrid work arrangement 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.
Apply Now🕒 May 8
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