Wealth.com

Wealth.com has built an AI-powered platform that modernises estate and tax planning for the wealth management industry. The company's technology enables thousands of wealth management firms to deliver sophisticated planning guidance to their clients, operating at the intersection of artificial intelligence and financial services. Its offices span New York City, Tempe, and San Francisco, with a remote-friendly structure that reflects a commitment to accessing talent broadly.

The firm's technical foundation rests on machine learning, and the problems it addresses - estate and tax planning - demand precision, rigour, and deep domain understanding. Engineering and product teams work on systems that must synthesise complex financial, legal, and regulatory considerations into actionable output for professional advisors. The scale of the client base - thousands of firms - means the work carries meaningful consequence across the wealth management sector.

Wealth.com's operating principles emphasise progress over perfection, compassionate honesty, and accountability. The company holds certification as a Great Place to Work and was named a finalist for Fast Company's Best Workplaces for Innovators. Benefits include comprehensive health coverage, equity participation, 401(k) matching from day one, flexible PTO, and a distinctive perk: free lifetime access to build personal estate plans on the platform.