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wealth.com
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wealth.com

28 technologies
VerifiedGrowingVisit56.2K/mo$52M18728 Tech25 Leads
Deep Dive

Wealth.com: Estate Planning's $51M Power Play

How a 187-person team is quietly dominating a $124B market

While fintech giants chase the next meme stock, Wealth.com is building a moat in the most boring, lucrative corner of finance: estate planning. With $54M in funding and 187 employees, they're not just digitizing wills—they're making estate planning a competitive advantage for financial advisors.

$51.7M
annual revenue
187
employees
$54M
total funding
75%
direct traffic

"Wealth.com isn't selling software—it's selling advisors a $124B market they've been ignoring."

The Advisor's Secret Weapon

Wealth.com targets a specific power user: financial advisors managing complex estates. Their 75% direct traffic (vs. 18% organic) proves advisors aren't discovering them by accident—they're being referred. The platform's value proposition is surgical: create documents, analyze plans, deliver lasting value. This isn't consumer-facing fintech; it's infrastructure for wealth management firms.

The Revenue Engine

With $51.7M in revenue from just 187 employees, Wealth.com generates ~$276K per employee—exceptional efficiency for a B2B SaaS company. Their $54M funding round suggests investors see a path to dominate estate planning software, a market fragmented by legacy providers and manual processes. The 89.3% traffic from 'undefined' countries hints at either aggressive international expansion or sophisticated tracking that obscures their true geographic footprint.

The tech stack reveals a modern, scalable approach: Vite for fast builds, Tailwind CSS for rapid UI development, and PWA capabilities for offline access. Unlike competitors stuck on jQuery, Wealth.com is building for the next decade. Their social presence (@wearewealth) focuses on thought leadership, not lead generation—positioning themselves as estate planning experts, not just software vendors.

  • Dominates a niche no fintech unicorn has cracked
  • 75% direct traffic = strong brand loyalty and referrals
  • Revenue per employee ($276K) rivals top-tier SaaS companies
  • Modern tech stack (Vite, Tailwind) vs. legacy competitors
  • Funding and team size suggest aggressive scaling ahead
Doesn't chase consumer trends (no crypto, no NFTs)
Owns the estate planning workflow for financial professionals
Avoids broad marketplaces (focuses on advisors only)
Builds infrastructure, not just features
No flashy marketing (75% direct traffic speaks to word-of-mouth)
Scales through advisor networks, not ads

The Unsexy Billion-Dollar Play

Wealth.com is proving that boring markets build the best businesses. While others chase hype, they're becoming the default estate planning layer for wealth management.

What tech stack does Wealth use?

37 detected
Error Tracking1
Programming Languages1
Cloud & Hosting1
Marketing Automation1
Advertising1
A/B Testing1
Build Tools1
JavaScript Libraries3
Frontend Frameworks1
Tracking & Analytics9
F
Facebook Pixel
G
Google Analytics
G
Google Tag Manager
T
Twitter Pixel
R
Reddit Pixel
H
HubSpot
J
jsDelivr
H
HubSpot
G
Google Tag Manager

How much traffic does Wealth get?

Traffic & Engagement

56.2K
Monthly Visits
8.8
Pages/Visit
3:07
Avg. Duration
33%
Bounce Rate
Monthly Traffic Trend+11%
50.6K
Oct 2025
Oct
48.3K
Nov 2025
Nov
56.2K
Dec 2025
Dec

Traffic Sources

Search
18%
Direct
75%
Social
1%
Referrals
5%
Email
0%
Paid
1%

Where is Wealth's audience located?

🌍89.3%
🌍2.3%
🌍1.3%
🌍1.2%
🌍1.2%

What keywords does Wealth rank for?

5 keywords
1wealth.com fro a client perspective250 vol
2wealthcom/lpl230 vol
3wealth31.5K vol$2.88
4wealth.com estatecon conference180 vol
5wealth.com - senior software engineer110 vol

How is Wealth's SEO?

Open Graph Image

OG Image preview
og:image

https://www.wealth.com/wp-content/uploads/2025/07/Wealth.comHome.png

Meta Tags

title59 chars

The Leading Estate Planning Software for Financial Advisors

description137 chars

Discover why Wealth.com is the leading estate planning solution for advisors. Create documents, analyze plans, and deliver lasting value.

og:title

Home

languageEN-US

H1 Tags

h1Make Estate Planning Your Firm’s Greatest Superpower
h1Master Complex Estates Based on Trusted Expertise

Schema Types

Unknown

Who works at Wealth?

Loading leads...

What do customers think of Wealth?

Wealth

Wealth

0.0
0 reviews

Categories

Financial Consultant#undefinedInvestment Company#undefinedFinancial Planner#undefinedInvestment Service#undefinedNon-Bank Financial Service#undefinedAlternative Financial Service#undefined

Activity & Engagement

Reply Rate
0%
Avg. Reply Time
0.0 days

Contact Information

Address:
US

Reviews (0)

Filter by rating:

No reviews found. Reviews may not be available in the initial page load. Try refreshing or check the Trustpilot page directly.

Frequently Asked Questions about Wealth

What is Wealth's Revenue?
Wealth generates approximately $52M in annual revenue. With 187 employees, that's $276,706 per employee. The company has raised $54M in total funding.
What does Wealth do?
Discover why Wealth.com is the leading estate planning solution for advisors. Create documents, analyze plans, and deliver lasting value.
How fast is Wealth growing?
Wealth employee count has changed by 50% year over year.
What technologies does Wealth use?
Wealth uses 28 technologies across their website including Video, Error Tracking, Programming Languages. Key technologies include Wistia, Vimeo, Sentry, PHP.
Who are Wealth's competitors?
Wealth's main competitors include Hometown Lenders, Geneva Financial, Landmark Title Assurance Agency, NEXA Mortgage, MW Financial Group. These companies operate in similar markets and compete for the same customer base.
What do customers think of Wealth?
Wealth has a Trustpilot score of 0.0 out of 5 (0 stars).

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About wealth.com

Discover why Wealth.com is the leading estate planning solution for advisors. Create documents, analyze plans, and deliver lasting value.

Company Overview

wealth.com
Website
finance
Industry
#357,050
Global Rank
56.2K
Monthly Visitors
28
Technologies
25+
Employees

Contact wealth.com

Technology Stack

wealth.com uses 28 technologies across their website including Wistia, Vimeo, Sentry, PHP, and more.

Video

Wistia, Vimeo

Error Tracking

Sentry

Programming Languages

PHP

CMS

Contentful, WordPress

CDN

unpkg, jsDelivr

Cloud & Hosting

Cloudflare

Traffic & Audience

56.2K
Monthly Visits
33%
Bounce Rate
8.8
Pages/Visit
3:07
Avg. Duration

wealth.com receives approximately 56.2K monthly visitors and ranks #357,050 globally. The website has a bounce rate of 33% with visitors viewing an average of 8.8 pages per visit. Users spend an average of 3:07 on the site.

The majority of wealth.com's traffic comes from undefined, undefined, .

Frequently Asked Questions

What is wealth.com?
Discover why Wealth.com is the leading estate planning solution for advisors. Create documents, analyze plans, and deliver lasting value.
How much does wealth.com cost?
You can view wealth.com's pricing and plans on their pricing page. Visit their website for the most up-to-date pricing information.
What technologies does wealth.com use?
wealth.com uses 28 technologies including Wistia, Vimeo, Sentry, and 22 more. View the full tech stack analysis above.
How do I contact wealth.com?
You can contact wealth.com via email at [email protected] or through their contact page.
What are wealth.com's social media accounts?
wealth.com is active on twitter, youtube, linkedin. You can find links to all their social media profiles in the social section above.
Is wealth.com hiring?
Check wealth.com's careers page for current job openings and opportunities. The company has 25+ known employees.
How popular is wealth.com?
wealth.com receives approximately 56.2K monthly visitors and ranks #357,050 globally. Traffic is growing by 16.4% month-over-month.

Related Searches

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This page provides publicly available information about wealth.com. Data is collected from various public sources and may not always be up to date. For the most accurate information, please visit wealth.com directly at https://wealth.com.