Wealth.com Tech Stack

Estate and tax planning platform for wealth management firms

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

Wealth.com builds an AI-driven estate and tax planning platform for wealth advisors. The stack—OpenAI, Vertex AI, Anthropic, RAG, PyTorch, TensorFlow—indicates active machine learning integration across planning workflows. Security-heavy hiring (3 dedicated roles) alongside aggressive third-party risk assessment work suggests rapid enterprise adoption is outpacing existing compliance infrastructure; adopting EDR/DLP signals a maturing security posture under customer-driven pressure.

Tech Stack 20 technologies

Core StackIntercom Salesforce OpenAI Vertex AI Anthropic RAG ServiceNow PyTorch TensorFlow Figma ChurnZero SIEM EDR DLP MetricStream ISO 27001 SOC 2 Gemini Mistral AI LinkedIn Recruiter

AdoptingRAG EDR DLP

What Wealth.com Is Building

◆Challenges

Improving vulnerability management
Replacing fragmented tools
Reducing third-party risk exposure
Modernizing estate planning communication
Scale and efficiency in estate planning
Reducing time-to-fill
Inefficiencies in traditional firm structures
Antiquated procedures and software
Unsustainable model due to generative ai
Expanding event portfolio

▲Active Projects

Improving third-party risk assessment process
Estate plan reporting
Design system evolution
Creating and maintaining knowledge base / faq documentation
Improving ai support systems
Future estate planning platform
Product innovation based on customer feedback
In-person and virtual events portfolio
Industry conferences
Partner activations

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Product

Sales

Security

Data

Legal

Design

Engineering

Seniority

Senior

Mid

Director

Intern

Manager

Company intelligence

Find more companies like Wealth.com by tech stack, pain points and active projects

Get started free

About Wealth.com

Wealth.com is a SaaS platform enabling wealth management firms to deliver estate planning, tax planning, and related advisory services at scale. Founded in 2021 and based in Tempe, Arizona, the company operates with 51–200 employees across product, sales, security, data, legal, and design teams. The platform integrates proprietary AI with legal and tax domain expertise to support advisors across the planning lifecycle—from basic estate plans to complex multi-generational strategies. Revenue comes from wealth management firms, registered investment advisors (RIAs), and institutional clients seeking to modernize planning delivery.

HeadquartersTempe, Arizona

Company Size51–200 employees

Founded2021

Hiring MarketsUnited States

Frequently Asked Questions

What AI tools does Wealth.com use?

OpenAI, Vertex AI (Google), Anthropic, Gemini, and Mistral AI. The company also employs PyTorch and TensorFlow for custom model work, plus retrieval-augmented generation (RAG) for knowledge-grounded responses.

What is Wealth.com working on?

Active projects include estate plan reporting, AI support system improvements, design system evolution, third-party risk assessment, and a future estate planning platform. The company is also expanding its event and conference presence.