Wealth.com
Financial Services • 
Tempe, Arizona, United States • 101-200 Employees
Company overview
| Headquarters | 51 W 3rd St, #110, Tempe, Arizona 85281, US |
| Phone number | +16028384187 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2021 |
| Employees | 101-200 |
| Socials |
Key Contact at Wealth.com
Wealth.com Email Formats
Wealth.com uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@horanwealth.com), used 28.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@horanwealth.com | 42.9% |
{first name}.{last name} | john.doe@annexwealth.com | 14.3% |
{first name}{last name} | johndoe@wealthcarecapital.com | 14.3% |
{last name} | doe@pomwealth.net | 14.3% |
About Wealth.com
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. 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.
Wealth.com revenue & valuation
| Annual revenue | $1,000,000 |
| Revenue per employee | $6,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,200,000 |
| Total funding | $46,000,000 |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Wealth.com has 81 employees across 14 departments.
Departments
Number of employees
Wealth.com Tech Stack
Discover the technologies and tools that power Wealth.com's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
A/B Testing
Advertising
Analytics
Appointment scheduling
Webmail
Security
Advertising
Analytics
Analytics
Singapore
South Africa
Germany
France
Frequently asked questions
4.8
40,000 users
