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wealthcounsel.com
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wealthcounsel.com

24 technologies
VerifiedVisit134.7K/mo$74M25024 Tech25 Leads
Deep Dive

WealthCounsel: The $74M Legal Tech Powerhouse You've Never Heard Of

Dominating estate planning software with 73% direct traffic and 250 employees

While SaaS founders chase viral growth, WealthCounsel quietly built a $74M legal tech empire with 134K monthly visits and a 73% direct traffic moat. This isn't a startup—it's a fortress.

$74.3M
annual revenue
250
employees
73%
direct traffic
134K
monthly visits

"Their 73% direct traffic isn't luck—it's product lock-in. Lawyers don't Google alternatives because they're already trapped in WealthCounsel's ecosystem."

The Unsexy Billion-Dollar Niche

WealthCounsel targets estate planning attorneys—a hyper-specialized, high-LTV segment that most SaaS companies ignore. With 250 employees and $74M revenue, they're generating ~$296K per employee, a premium efficiency ratio for legal tech. Their traffic data shows 99.2% from the US, indicating extreme domestic focus in a regulated industry where localization matters.

The Moat: Trust, Not Traffic

Their top keyword is 'wealthcounsel' (960 monthly searches)—a branded term that exceeds generic searches. This signals deep brand equity in a conservative industry where trust trumps features. The second highest query is 'wealth counsel login' (410 searches), confirming sticky daily usage. They've turned software into a habit, and habits into a fortress.

The tech stack reveals their priorities: Vite for speed, Tailwind CSS for rapid UI development, and Google Analytics/Crazy Egg for optimization. They're not building bleeding-edge AI—they're optimizing a proven workflow. The lack of public funding data suggests they've been profitable for years, avoiding the VC treadmill that often forces premature scaling.

  • Product-led growth in a traditional industry: 73% direct traffic proves lawyers seek them out, not the other way around
  • Niche dominance: 99.2% US traffic shows deep penetration in a market others ignore
  • Operational efficiency: $296K revenue per employee indicates mature, scalable processes
  • Trust over virality: Branded search volume exceeds generic terms—a rare feat in B2B SaaS
No viral growth engine (only 24% organic search)
Dominates a high-value niche with extreme retention
Limited international expansion (99.2% US traffic)
73% direct traffic = zero acquisition cost for most users
Low Trustpilot presence (2 reviews, 2.9/5)
Profitable model without VC funding pressure

The Anti-Startup Success Story

WealthCounsel proves you don't need to be sexy to be profitable—just indispensable to a niche that pays.

What tech stack does Wealthcounsel use?

47 detected
Video1
Security1
Cloud & Hosting1
Privacy & Consent1
Marketing Automation1
Web Standards1
Build Tools1
JavaScript Libraries3
Frontend Frameworks1
Tracking & Analytics23
F
Facebook Pixel
G
Google Analytics
G
Google Tag Manager
L
LinkedIn Insight Tag
L
LinkedIn Insight Tag
L
LinkedIn Insight Tag
T
Twitter Pixel
H
HubSpot
G
Google APIs
G
Google Tag Manager
J
jsDelivr
G
Google Analytics
L
LinkedIn Insight Tag
F
Facebook Pixel
G
Google Static
A
Analytics Service
L
LinkedIn
G
Google DoubleClick
T
Twitter Ads
T
Tracking Service
F
Facebook
T
Twitter/X
H
HubSpot

How much traffic does Wealthcounsel get?

Traffic & Engagement

134.7K
Monthly Visits
24.2
Pages/Visit
14:04
Avg. Duration
23%
Bounce Rate
Monthly Traffic Trend-19%
167.1K
Oct 2025
Oct
157.4K
Nov 2025
Nov
134.7K
Dec 2025
Dec

Traffic Sources

Search
24%
Direct
73%
Social
0%
Referrals
3%
Email
0%
Paid
0%

Where is Wealthcounsel's audience located?

🌍99.2%
🌍0.3%
🌍0.2%
🌍0.2%
🌍0.1%

What keywords does Wealthcounsel rank for?

5 keywords
1wealthcounsel960 vol$5.44
2wealth counsel login410 vol$0.61
3wealthcounsel llc280 vol$4.81
4dynast trust estate planning370 vol
5sample wealth counsel docs310 vol

How is Wealthcounsel's SEO?

Open Graph Image

OG Image preview
og:image

https://assets.wealthcounsel.com/logo/WC-Flag-Logo-FullColor_2021-11-03-230907_dmfh.svg

Meta Tags

title85 chars

WealthCounsel Estate Planning Software, CLE and Legal Document Software for Attorneys

description157 chars

WealthCounsel is your resource for legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE).

languageEN-US

H1 Tags

h1By Attorneys, For Attorneys

Schema Types

OrganizationWebSite

Who works at Wealthcounsel?

Loading leads...

What do customers think of Wealthcounsel?

WealthCounsel LLC

WealthCounsel LLC

2.9
2 reviews

Categories

Legal Services#undefinedEstate Planning Attorney#undefined

Activity & Engagement

Reply Rate
0%
Avg. Reply Time
0.0 days

Contact Information

Reviews (2)

Filter by rating:
Alyssa Hodges
6/12/2024
🇺🇸 United States1 reviewsOrganicUnverified
Experience date: 6/7/2024
Absolutely not worth it.

Absolutely not worth it.

rodolfo camachoVerified
12/18/2023
🇺🇸 United States3 reviewsOrganicUnverified
Experience date: 12/18/2023
Program id NOt Worth the money

Avoid this program. The salespeople lied to me about what the product could do and the hundreds of example documents available. Support is worthless and you get passed from one person to another with no results. Avoid!

Frequently Asked Questions about Wealthcounsel

What is Wealthcounsel's Revenue?
Wealthcounsel generates approximately $74M in annual revenue. With 250 employees, that's $297,000 per employee.
What does Wealthcounsel do?
WealthCounsel is your resource for legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE).
How fast is Wealthcounsel growing?
Wealthcounsel employee count has changed by 28% year over year.
What technologies does Wealthcounsel use?
Wealthcounsel uses 24 technologies across their website including Video, Fonts, Security. Key technologies include Wistia, Google Fonts, reCAPTCHA.
Who are Wealthcounsel's competitors?
Wealthcounsel's main competitors include ElderCounsel, Clio, Logikull, TimeSolv Corporation, Relativity. These companies operate in similar markets and compete for the same customer base.
What do customers think of Wealthcounsel?
Wealthcounsel has a Trustpilot score of 2.9 out of 5 (3 stars) based on 2 customer reviews.

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What are Wealthcounsel's key pages?

Export wealthcounsel.com Data

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About wealthcounsel.com

WealthCounsel is your resource for legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE).

Company Overview

wealthcounsel.com
Website
law_and_government
Industry
#133,914
Global Rank
134.7K
Monthly Visitors
24
Technologies
25+
Employees

wealthcounsel.com Key Pages

Technology Stack

wealthcounsel.com uses 24 technologies across their website including Wistia, Google Fonts, reCAPTCHA, and more.

Video

Wistia

Fonts

Google Fonts

Security

reCAPTCHA

CDN

unpkg, jsDelivr

Cloud & Hosting

Cloudflare

Privacy & Consent

OneTrust

Traffic & Audience

134.7K
Monthly Visits
23%
Bounce Rate
24.2
Pages/Visit
14:04
Avg. Duration

wealthcounsel.com receives approximately 134.7K monthly visitors and ranks #133,914 globally. The website has a bounce rate of 23% with visitors viewing an average of 24.2 pages per visit. Users spend an average of 14:04 on the site.

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

Frequently Asked Questions

What is wealthcounsel.com?
WealthCounsel is your resource for legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE).
What technologies does wealthcounsel.com use?
wealthcounsel.com uses 24 technologies including Wistia, Google Fonts, and 18 more. View the full tech stack analysis above.
How do I contact wealthcounsel.com?
You can contact wealthcounsel.com via email at [email protected] or through their contact page.
What are wealthcounsel.com's social media accounts?
wealthcounsel.com is active on twitter, youtube, facebook, linkedin. You can find links to all their social media profiles in the social section above.
Is wealthcounsel.com hiring?
Check wealthcounsel.com's careers page for current job openings and opportunities. The company has 25+ known employees.
How popular is wealthcounsel.com?
wealthcounsel.com receives approximately 134.7K monthly visitors and ranks #133,914 globally. Traffic is declining by 14.5% month-over-month.

Related Searches

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