Tag: Estate Planning

Jump, an artificial intelligence (AI) solutions provider for financial advisors and financial services firms, has partnered with Wealth.com, an estate and tax planning platform,...

Wealth.com, a modern planning platform for wealth management firms, has launched a proprietary tax planning solution designed to unify tax, estate and execution workflows...

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

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).

Trust & Will, a leading digital estate planning platform, has raised over $25m in its Series C funding round.

Gen Z is demonstrating a strong commitment to financial planning, prioritising long-term financial security over short-term luxuries, according to a new study.

As 2025 unfolds, wealth management is undergoing a significant evolution, driven by advancements in technology, shifting client expectations, and tightening regulations. Industry professionals must adapt quickly to this dynamic environment to remain competitive and relevant.

Range, an innovative AI WealthTech company, has raised $28m in a Series B funding round.

In today’s rapidly shifting financial landscape, it’s critical for investment advisors to fully understand their clients’ investments in digital assets.

Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding. The round was spearheaded by...