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Tax · Agent Directory

Worthy Tax Planning

AI Agent

by Worthy, Inc. · San Francisco, CA

Worthy is the only AI-native tax planning platform that's purpose-built for financial advisors. It's not a re-skinned chatbot, and it's not another static, templated tool. Worthy is built differently, because: --> Generic AI gives advisors answers they can't fully trust or defend. --> Legacy software locks advisors into rigid templates and requires lots of configuration. Worthy's tax experts worked with a mix of iRIAs and large wealth managers to develop a tax planning tool that combines real-world tax expertise with structured, auditable workflows to give advisors the flexibility of a blank page within a set of guardrails designed to meet their duties to clients. It's built for firms of every size. For independent RIAs, Worthy requires no set up to provide contextual, auditable outputs. For enterprise wealth managers Worthy empowers secure collaboration by siloing client data by team and allowing granular permissions. Since launching in early 2026, early 400 advisors have used Worthy to analyze more than $1 billion in taxable client income — including advisors at a top-10 wealth management firm.

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Overview

Worthy amplifies financial advisors' tax expertise with structured AI tools that make it easier to:

• Get more accurate tax data by parsing hundreds of tax forms and financial documents
• Understand clients' tax picture by seeing all the important details instantly
• Run structured models for common tax planning tactics, like Roth conversions
• Explore any strategy. Worthy's chat does everything from giving quick answers to delivering auditable models for a novel strategy
• Create compliant, client-ready reports. It just takes a click to add anything you see to a PDF report

The result is thoughtful tax planning at scale, with rigorous guardrails to make sure you always meet your obligations to clients. It includes data that's siloed by team, plus granular roles and permissions that encourage collaboration without compromising security.

Free trials are available on the Worthy website, or their team can walk you through a product demo and answer questions about functionality, compliance, and security measures.

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