Wealth.com, a leading estate planning platform for financial advisors, has been selected as the official estate planning partner of Osaic’s National Planning Institute (NPI).
The partnership will see Wealth.com support Osaic’s network of 11,000 affiliated financial professionals.
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.
Wealth.com co-founder and chief growth officer Tim White said, “We’re proud to partner with Osaic to bring modern estate planning to its nationwide network of financial professionals. Approval across Osaic’s entire advisor base, combined with the adoption of our Family Office Suite™ by Osaic’s National Planning Institute (NPI), demonstrates both the urgency of estate planning and Wealth.com’s unmatched ability to deliver it. Together, we are reshaping how advisors integrate estate planning into wealth management, creating stronger client relationships and better outcomes for families.”
As part of the agreement, Osaic’s National Planning Institute will exclusively license Wealth.com’s Family Office Suite, a platform built for ultra-high-net-worth and complex client needs. The suite offers features such as collaborative family planning, advanced modelling for intergenerational wealth transfer, and governance tools designed to safeguard family legacies.
Osaic senior vice president of high net worth and financial planning solutions Joe Gaeckle said, “Estate planning is one of the most important, yet often overlooked, elements of a client’s financial life. This partnership emphasizes Osaic’s commitment to providing integrated, best-in-class solutions that help advisors serve clients more effectively and grow their practices.”
Through Wealth.com, Osaic advisors can now invite clients to complete estate documents online, track their progress, and maintain visibility across the process—all within their existing workflows. The integration enhances both client engagement and efficiency while opening up new revenue opportunities for financial professionals.
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