# Wealth.com

> Wealth.com sells estate and tax planning software to financial advisors, wealth management firms and financial institutions. Its platform combines legal document creation, Ester AI document analysis, estate visualizations, scenario modeling and tax planning, with client collaboration and document storage.

- **Founded:** 2021
- **Headquarters:** Tempe, United States
- **Founders:** Rei Carvalho (Co-founder and Executive Chairman), Rafael Loureiro (Co-founder and Chief Executive Officer), Danny Lohrfink (Co-founder and Chief Product Officer), Tim White (Co-founder and Chief Growth Officer)
- **Products:** Estate document creation, Ester AI, Family Office Suite, Scenario Builder, Wealth.com Tax Planning
- **Notable:** Announced $65 million Series B in April 2026, following a $30 million Series A in 2024., Reported processing more than 100,000 estate documents with Ester Intelligence in 2025., Family Office Suite introduced in June 2024 for advanced estate visualization.

## Products & services

- **Estate document creation** — Guided, state-specific creation of wills, revocable trusts, powers of attorney, health care directives and guardianship nominations, with execution support.
- **Ester AI** — Extracts information from estate documents, creates structured summaries and visualizations, and answers document-specific questions.
- **Family Office Suite** — Advanced estate reporting and visualization for complex families, including Heritage Map, Legacy Navigator, EstateFlow and irrevocable trust summaries.
- **Scenario Builder** — Compares estate distributions and tax implications under strategies such as gifting, trust arrangements, asset sales and relocation.
- **Wealth.com Tax Planning** — Tax-return ingestion, multi-year and multi-state modeling, strategy comparisons and reports connected to estate planning.
- **Ester AI as a Service** — Enterprise access to Wealth.com document intelligence inside an institution’s own technology, including Dynasty Desktop.
- **Wealth.com connector for Claude** — Enables estate-document questions with page citations, visual estate structures and tax scenarios within Claude.

## Achievements

- Announced $65 million Series B in April 2026, following a $30 million Series A in 2024.
- Reported processing more than 100,000 estate documents with Ester Intelligence in 2025.
- Family Office Suite introduced in June 2024 for advanced estate visualization.
- Named to CB Insights Fintech 100 in 2025, according to its funding announcement.
- 2026 T3/Inside Information report recognition as a Software All-Star for user satisfaction, as reported by the company.

## Latest updates

- **2026-09** — Became a launch partner for Claude for Financial Advisors; September release added Salesforce and Redtail client imports and expanded tax scenarios.
- **2026-09** — &Partners selected Wealth.com as its enterprise-wide estate planning platform.
- **2026-04** — Announced $65 million Series B to develop AI and products, expand distribution and support acquisitions.
- **2026-03** — Announced Ester AI as a Service agreement with Dynasty Financial Partners.

## Links

- Website: https://www.wealth.com/
- LinkedIn: https://www.linkedin.com/company/wearewealth
- Twitter/X: https://twitter.com/wearewealth
- YouTube: https://www.youtube.com/@wearewealth
- Instagram: https://www.instagram.com/wearewealthus/

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Profile page: https://yespress.io/wealth-com
Published by YesPress — https://yespress.io
Last updated: 2026-10-25