Wealth.com, &Partners Team Up to Broaden Estate Planning Services

Wealth.com has landed a deal with &Partners, a hybrid broker-dealer and registered investment advisor, as its enterprise-wide estate planning solution. 

The rollout, which initially started in August, was formally launched firmwide following Labor Day weekend to more than 100 financial advisors, enabling them to help their clients with estate documents, visualize plans, flag gaps, and generate reports through Wealth.com. 

Additionally, through the partnership, clients can manage investments, taxes, beneficiary decisions, charitable planning, gifting, and legacy planning. 

“&Partners has built its model around combining advisor autonomy with institutional-quality support, which makes this enterprise deployment especially meaningful,” said Tim White, co-founder and chief growth officer of Wealth.com. 

Wealth.com’s newest partnership comes after the wealthtech platform partnered with Dynasty Financial Partners earlier this year to integrate its AI-powered estate and tax intelligence service, “Ester,” directly into the Dynasty Desktop platform. 

Wealth.com’s other partnerships include broker-dealer LPL Financial, Charles Schwab, and Cetera Financial Group. 

In April, Wealth.com raised $65 million in its Series B round, as demand accelerates for estate and tax planning solutions across the wealth management sector. 

The funding round drew new participation from Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, alongside participation from returning investors, including Charles Schwab, GV – Alphabet’s venture unit, and Citi Ventures.