Wealth.com operates an AI-powered platform for estate and tax planning, designed to help wealth management firms deliver planning guidance to their clients. The company serves thousands of firms in the wealth management sector, applying artificial intelligence to modernize processes that have traditionally been manual and paper-intensive.
The company maintains offices in New York City, Tempe, and San Francisco, and describes itself as a collaborative, remote-friendly workplace. Its stated culture is built on five principles: inspiring innovation, seeking progress over perfection, practicing compassionate honesty, valuing accountability, and winning together.
Employees receive comprehensive health coverage, flexible paid time off, equity participation, and 401(k) matching from their first day. The company has been certified as a Great Place to Work and was named a finalist for Fast Company's Best Workplaces for Innovators.
