Wealth.com
Open positions
GTM Engineer
is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched…
Sr Data Engineer
About Us: is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end…
Senior Software Engineer
About Us is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end…
Staff Product Designer
About Us is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, combines proprietary AI with deep technical expertise to serve the needs of clients across the…
Senior Technical Program Manager
About is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial…
Client Support Associate
About is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and…
Estate Planning Paralegal
About Us is the industry’s leading AI wealth management platform, empowering financial advisors to deliver modern, comprehensive estate and tax planning solutions to their clients. By combining cutting-edge technology,…
Associate Software Engineer
About Us is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end…
Business Development Representative - West Coast
About Us: is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and…
Software Engineer
About Us is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end…
Technical Support Associate
About is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and…
