Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Family offices
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
AI-powered estate and tax planning platform helping advisors generate documents and optimize strategies.
Description
Wealth.com provides an AI-powered estate and tax planning platform that lets advisors generate estate documents, analyze tax returns, and optimize client strategies, unifying estate planning in one workspace.
Integrations
Wealth.com has 20 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Advyzon Level 3
- Black Diamond Level 3
- eMoney Advisor Level 4
- Goldman Sachs Custodial Solutions Level 5
- Google Workspace Level 1
- Jump Level 3
- Microsoft Dynamics Level 3
- Orion Advisor Services Level 3
- Redtail Level 3
- Salesforce Level 4
- Schwab Level 3
- Schwab Advisor Center Level 3
- Wealthbox Level 3
- Yodlee Level 3
- Zocks Level 4
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification, Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None, SAML 2.0, HTTPS, ID/PW, OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Provides code samples in one language
Developer sandbox URL
No
