Dynasty Taps Wealth.com’s “Ester” to Power AI-Driven Estate, Tax Intelligence

Dynasty Financial Partners is expanding its artificial intelligence capabilities through a new partnership with Wealth.com that will integrate the firm’s AI-powered estate and tax intelligence directly into the Dynasty Desktop platform. 

Dynasty will deploy Wealth.com’s Ester AI as a Service, enabling the platform to extract and analyze estate planning documents and deliver insights to advisors within Dynasty’s AI Virtual Assistant. The integration introduces a new estate and tax agent capable of evaluating estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. 

“This partnership reflects our continued commitment to equipping independent advisors with institutional-grade capabilities to service the most complex and detailed needs of their ultra-high-net-worth clients,” said Shirl Penney, founder and CEO of Dynasty. 

The collaboration marks the first external partnership contributing a dedicated agent to Dynasty’s AI suite. Dynasty will also make Wealth.com’s full estate planning platform available to advisors serving high-net-worth and ultra-high-net-worth families requiring complex tax and trust strategies. 

Early adoption is already underway within the Dynasty ecosystem. OpenArc, recently launched on the Dynasty platform with Charles Schwab as custodian, plans to deploy Ester AI as a Service and implement Wealth.com licensing across the organization. 

The partnership follows Wealth.com’s recent launch of its integrated tax planning platform. Over the past year, Wealth.com has also partnered with Cetera Financial Group, Commonwealth Financial Network, LPL Financial, and Charles Schwab.