Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Estate planning platform for advisors and clients.
Pricing
$500-$5k/month
Founded
2022
Team size
51-200 employees
Headquarters
Austin, TX
Preview from wealth.com
At a glance
Best for
Financial Advisors
Pricing model
Custom quote
Security
SOC 2
About Wealth.com
Estate planning platform for advisors and clients.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: Not specified
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Wealth.com
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