Wealth.com

05/28/2026

For new parents, estate planning rarely makes the priority list, but it should.

Here are few takeaways from our latest episode:

→ Guardianship and trusts are the foundation. Designating guardians, structuring trusts for minor children, and building in flexibility through trust protectors gives families room to adapt.
→ Funding strategy matters. 529s, Roth IRAs, gifting trusts, and qualified education gifts each serve a different purpose.
→ It's not one-and-done. Plans need to evolve as families grow.

Listen here 👉

Thomas Kopelman is joined by Lisa Weigel to explore the essential estate planning steps new parents need to take.

04/16/2026

Today, Wealth.com announced a $65 million oversubscribed Series B.

We believe wealth management is being rebuilt in real time.

The old model, fragmented tools, manual workflows, and inconsistent outputs, cannot keep up with the complexity advisors face today or the expectations clients have for tomorrow. The firms that win will be the ones that can scale expertise with precision, consistency, and trust. That’s what we’ve been building.

Over the past year, we’ve seen that shift accelerate:

▶️ AI workflows on our platform grew 664%
▶️ Expanded across RIAs, broker-dealers, and the largest financial institutions
▶️ Supporting firms representing over $15T in client assets

At the center of this is a simple idea: Estate and tax planning shouldn’t live in separate systems. They should be unified into a single intelligence layer that powers how advice is delivered. That’s the future we’re building toward.

To the firms, partners, and investors building alongside us, thank you for believing in a better way to deliver advice.

We’re just getting started. 🚀

Read the full announcement: https://www.wealth.com/resources/press/wealth-com-raises-65-million-series-b-to-power-ai-future-of-wealth-management/

04/15/2026

What comes next changes how advice is delivered. 👀

Tomorrow at 8:00AM ET we're sharing a major announcement.

04/14/2026

Today, we’re introducing AI that doesn’t just assist—it executes.

With the next evolution of Ester Intelligence, advisors can move from question to action in a single, seamless workflow across estate and tax planning.

Ester goes beyond surface-level insights. It:
• Analyzes estate documents, tax returns, and financial data
• Identifies planning opportunities and strategies
• Runs deterministic calculations grounded in real law and proprietary data
• Generates client-ready deliverables for review

All in seconds.

This is what it looks like when AI becomes a true teammate—not just a tool.

And now, Ester Intelligence can be embedded directly into the systems advisors already use, bringing estate and tax intelligence into the core of every workflow.

This is the future of planning.

➡️ Read the press release: https://www.wealth.com/resources/press/wealth-coms-proprietary-ai-ester-intelligence-enters-a-new-era/
➡️ Learn more: https://www.wealth.com/ester-intelligence/

01/21/2026

Liquidity is one of the most overlooked and most critical parts of estate planning.

In this episode, @ Thomas Kopelman, @ Anne Rhodes, and special guest @ Rachel Hartman to break down:

- Why liquidity matters so much for high-net-worth families
- What really happens at death when estate taxes come due
- How tools like life insurance can help create liquidity
- The advisor’s role in preventing unnecessary stress for beneficiaries

🎧 Listen to the full episode below.

Apple: https://podcasts.apple.com/us/podcast/creating-liquidity-at-death/id1711635689?i=1000746040075
Spotify: https://open.spotify.com/episode/3JzpJabKATF5ihBQIPmyMP?si=b04530698c104689
YouTube: https://youtu.be/PpWUR1yoIM4

01/12/2026

Estate planning shouldn’t be something clients mean to do “someday” and it shouldn’t be something advisors refer out and hope gets done.

Here’s how Andrew Kessler at Investa Financial Planning / RFG Advisory is using Wealth.com to bring estate planning in-house and turn it into measurable growth:

✅ More follow-through, not just referrals
✅ A seamless client + advisor workflow
✅ Measurable adoption: 14% of client households started within the first month
✅ A stronger client experience that supports retention and revenue

Read the full story: https://www.wealth.com/resources/case-studies/how-rfg-helps-advisors-turn-estate-planning-into-measurable-growth-with-wealth-com/

12/29/2025

As we wrap up 2025, we're proud of the momentum we've built at Wealth.com, and December was a strong finish to an incredible year or innovation.

Here's what was released this month. 👇

PDF Separation by Ester®: Automatically split multi-document PDFs in the Vault, with the ability to edit before saving.
Commenting in Report Builder: Tag teammates, track feedback, and collaborate directly on slides.
Advyzon Integration (Beta): Seamlessly import client and asset data in just a few clicks.
Merge Duplicate Contacts: Easily consolidate contacts in People & Entities for a cleaner database.
New Loans Calculator: Model lending strategies and visualize their impact on wealth transfer.

Every update is designed to save time, reduce friction, and help advisors deliver more value, especially during year-end planning.

We're closing out 2025 strong, and 2026 has even bigger things in store at Wealth.com. Stay tuned. 🚀

https://www.wealth.com/resources/articles/december-2025-updates-ester-pdf-separation/

Discover Wealth.com’s December updates: Ester® PDF Separation, Commenting in Report Builder

12/09/2025

Trusts get tossed around as if they’re one product, but they’re really a set of design choices you can use to match a client’s goals.

Here are the 4 trust “either/ors” that come up most in planning conversations:

🔹 Revocable vs. Irrevocable (flexibility vs. permanence/advanced strategies)
🔹 Individual vs. Joint (one grantor vs. two; often spouses)
🔹 Inter vivos vs. Testamentary (set up during life vs. at death)
🔹 Grantor vs. Non-grantor (who reports/pays the income taxes)

For advisors: the labels matter less than the outcome—control, timing, taxes, and administration.

Read Part 1 for the full breakdown:

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

11/25/2025

📝 Outdated POA = Hidden Risk for Clients

Even “valid” POAs can fail when it counts. Banks are tightening standards, digital assets need explicit authority, and older documents often don’t align with today’s ex*****on requirements.

What advisors should watch for:

- POAs executed before recent statutory or institutional updates
- Missing digital-asset permissions
- Multiple co-agents (a common rejection trigger)
- Outdated witnessing/notarization rules

Why it matters:
Delays or refusals happen at the worst possible moment, undermining the client experience and your practice.

🔒 At Wealth.com, our POAs evolve with state laws and modern asset types, so you and your clients stay protected.

Full blog here: https://www.wealth.com/resources/articles/the-poa-paradox-why-your-grandfathered-document-could-fail-your-family/

A proactive POA review demonstrates thoughtful client service, prevents family emergencies, and naturally opens the door to broader estate planning conversations. Don't wait until incapacity makes the update impossible. Leverage Wealth.com to deliver peace of mind and operational clarity to your cli...

11/18/2025

Estate planning is one of the most impactful ways advisors can protect clients’ legacies.

In this episode, our hosts break down the most common estate planning mistakes, share real-life stories, and offer actionable tips to help you guide clients with confidence.

🎧 Tune in to learn how to help clients avoid costly errors and build lasting plans for their future.
Apple: https://podcasts.apple.com/us/podcast/top-estate-planning-mistakes/id1711635689?i=1000737237636
Spotify: https://open.spotify.com/episode/1wjHK55CS0vOv2Z8dlEBma?si=1342ae3d70714e63
YouTube: https://youtu.be/FPUklbF1gNU

11/14/2025

We’re thrilled to share that our CEO, Rafael Loureiro, has been named to the InvestmentNews Hot List 2025!

This recognition highlights individuals across the wealth-management industry who demonstrate outstanding leadership, innovation and impact.

For Wealth.com, this is more than just a badge. It underscores our collective mission to challenge the status quo, to build better outcomes for advisors and clients, and to lead with purpose. Rafael’s inclusion signals that our hard work on product, culture, marketing and partnerships is being noticed among industry peers.

Thank you to our whole team for making this possible, and to our community of advisors and clients for trusting us along the way. Onwards and upwards! 🚀

https://premium.investmentnews.com/us-in-hot-list-2025-rafael-loureiro/p/1