Wealth.com

The #1 Estate & Tax Planning Platform in Wealth Management

Financial Services & Banking · 51–200 employees · Tempe, Arizona

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Hiring record

How Wealth.com hires

Mixed record. Between a quarter and a half of its open roles have been listed for more than 60 days.

Open now: 9
Over 60 days: 3
Median days open: 35
Reposted roles: 0

Measured nightly from every posting on its own careers page. How we score

About Wealth.com

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Specialties

Estate Planning Technology for Advisors
Artificial Intelligence (AI)
Tax Planning

From Wealth.com’s LinkedIn page, matched to the employer’s own website.

Industry: Financial Services & Banking
Company size: 51–200 employees
Headquarters: Tempe, Arizona
Founded: 2021

Offices

51 W 3rd St, #110, Tempe, Arizona 85281, US
875 6th Ave, STE 1800, New York, NY 10001, US

Open jobs at Wealth.com

9 open jobs

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Wealth.com

How Wealth.com hires

Open jobs at Wealth.com

GTM Engineer

Sr Data Engineer

Staff Product Manager

Senior Software Engineer

Staff Product Designer

Senior Technical Program Manager

Associate Software Engineer

Software Engineer

Technical Support Associate