
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 20
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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 Claude Skills and internal AI tooling • Ship autonomous AI agents • Own the AI development environment • Design for composability • Drive quality and performance • Work across the stack
• 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 AI systems • Proficiency in Python and TypeScript, and comfort working across a polyglot stack, picking up new languages and frameworks as needed • Hands-on experience building AI agents that run in production — systems that operate autonomously, handle edge cases, and know when to escalate • Practical, working knowledge of prompt engineering, context management, and structured outputs • Extensive experience coding with AI tools like Claude Code or Cursor and modern LLM APIs • Strong product instincts — you build backwards from user needs and have shipped internal tools that non-technical teammates actually enjoy using.
• Competitive salary • Hybrid work arrangement in the New York area (4 days in office) • 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 19
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