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Wealth.com
Estate planning · Tax planning · Document parsing & data extraction
Estate and tax planning in one AI platform: generates documents, analyzes returns and models strategies. ↗ wealth.com
Pricing
Not published ('Inquire for Pricing').
Integrations
- Salesforce
- Wealthbox
- Redtail
- Advyzon
- eMoney
- Orion
- Addepar
- Black Diamond
- Schwab
Security & compliance claims
- SOC 2 Type II
- Data encrypted at rest and in transit, stored in the U.S.
SOC 2 Type 2 audit ↗ wealth.com/privacy-and-security
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Advyzon sync is confirmed on https://www.wealth.com/integrations/.
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