Vendor
EstatePro
Wealth.com is a platform for AI-powered tax and estate planning that delivers continuous tax analysis and coordinated estate strategies.
Tempe, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
EstatePro
Wealth.com is a platform for AI-powered tax and estate planning that delivers continuous tax analysis and coordinated estate strategies.
Capability matrix
| Capability | EstatePro |
|---|---|
| Estate Planning | ● |
Parent organization
EstatePro
Founded
2020
Scale
1 sector presence