Company profile

Wealth.com Tech Stack

Estate and tax planning software for wealth management firms

Financial Services Tempe, Arizona 51–200 employees Founded 2021 Privately Held

Wealth.com sells estate and tax planning software to wealth management firms, and its stack shows an AI-first build: OpenAI, Anthropic and Vertex AI alongside RAG, with active projects in document understanding and agentic workflows. A dense revenue toolset (Salesforce, Gong, Outreach, ChurnZero) plus churn and adoption pain points suggests customer retention is as pressing as new sales, with hiring balanced across product, sales and engineering.

Tech Stack 57 technologies

Core StackSalesforce Gong Intercom OpenAI Vertex AI Anthropic RAG TypeScript Java Go C# Kotlin Rust AWS Docker Kubernetes ZoomInfo Customer.io HubSpot dbt Amplitude ServiceNow Outreach ChiliPiper ChurnZero GCP Azure EDR DLP MetricStream+26 more

What Wealth.com Is BuildingChallenges and projects from their job posts

◆Challenges

Scaling backend systems for high traffic
Client churn risk and platform adoption gaps
Compliant deployment and cutovers in client environments
Scaling delivery of legal expertise
Scaling the people function

▲Active Projects

Ester AI product development
Intelligence layer for the Wealth.com ecosystem
Complex legal document understanding and ingestion
RAG systems and agentic AI workflows
Backend services for estate planning and AI products
AI support system improvement

Hiring Activity

Steady20 roles · 4 in 30d

Department

Product

Sales

Engineering

Support

Data

Design

Legal

Seniority

Senior

Mid

Director

Manager

Principal

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About Wealth.com

Wealth.com is a privately held company founded in 2021 and headquartered in Tempe, Arizona. It provides a platform that helps wealth management firms and financial institutions deliver estate planning and tax planning guidance to their clients. The product combines proprietary AI with legal and tax expertise, covering needs from foundational estate plans to advanced analysis and reporting. The company employs 51–200 people and currently hires in the United States.

HeadquartersTempe, Arizona

Company Size51–200 employees

Founded2021

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Wealth.com use?

Wealth.com uses TypeScript, Java, Go, Kotlin and Rust on AWS, GCP and Azure with Docker and Kubernetes, plus OpenAI, Anthropic, Vertex AI and RAG for AI, and Salesforce, Gong and HubSpot for go-to-market.

What AI is Wealth.com building?

Job posts point to Ester AI product development, an intelligence layer across the Wealth.com ecosystem, complex legal document understanding, RAG systems and agentic AI workflows.

Where is Wealth.com headquartered?

Wealth.com is headquartered in Tempe, Arizona, was founded in 2021, has 51–200 employees and currently hires in the United States.

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How this profile is built

Wealth.com's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.