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Wealth.com

AI-powered estate and tax planning software for financial advisors, broker-dealers and private banks

United Stateswealth.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-11

Recent signals

What changed at Wealth.com in the last 6 months, newest first. Each line links to its public source.

  • 28 Oct 2026 In the news · Ester is now available through Schwab Advisor Center. wealth.com

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About Wealth.com

Wealth.com builds an estate and tax planning platform used by financial advisors to generate estate documents, model tax and estate scenarios, visualise estate structures and store client files. Its AI engine, Ester®, extracts and summarises existing estate plans and tax documents.

Customers are financial advisor firms, broker-dealers, private banks and other financial institutions. The company sells software on an enterprise and firm-wide basis, with pricing on inquiry for its estate planning, tax planning and combined plans.

The company was founded by Rei Carvalho and Rafael Loureiro and has offices in New York, NY, Tempe, AZ and San Francisco, CA. Its open roles cover sales, engineering, product, legal paralegal work and customer support.

Product: Estate and tax planning platform for advisors with document creation, scenario builder, Ester AI document extraction, Vault storage and Heritage Map.

Jobs at Wealth.com

No open positions listed right now.

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Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

Analytics

Content delivery

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CRM & customer data

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Forms

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Frontend frameworks

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Marketing & advertising

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Recruiting

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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.