Wealth.com
Law Practice
Wealth.com is the industry's leading estate and tax planning platform, trusted by thousands of wealth management firms to help advisors plan for every tomorrow.
Hiring now
Is Wealth.com hiring?
Yes. As of November 4, 2026, Wealth.com has 17 open roles on Metaintro. 5 were posted in the last 30 days.
Open roles
Newest first. Pay shown when the posting lists it.
- Enterprise Sales ManagerSalesUnited States · Remote · $250K – $270K/yrUnited StatesRemote$250K – $270K/yr2d ago
- Senior Manager, People Operations & Employee Relations, AI EnablementHuman Resources/Talent AcquisitionNew York, New York, United States · Hybrid · $120K – $160K/yrNew York, New York, United StatesHybrid$120K – $160K/yr13d ago
- Account Manager, InstitutionalCustomer SupportNew York, New York, United States · Hybrid · $150K – $185K/yrNew York, New York, United StatesHybrid$150K – $185K/yr16d ago
- GTM EngineerDevOpsNew York, New York, United States · Hybrid · $130K – $180K/yrNew York, New York, United StatesHybrid$130K – $180K/yr16d ago
- Sr Data EngineerDeveloperNew York, New York, United States · Hybrid · $190K – $210K/yrNew York, New York, United StatesHybrid$190K – $210K/yr17d ago
- Head of Customer SuccessCustomer SupportNew York, New York, United States · Hybrid · $200K – $230K/yrNew York, New York, United StatesHybrid$200K – $230K/yr24d ago
- Technical Account Manager, InstitutionalCustomer SupportNew York, New York, United States · Hybrid · $185K – $220K/yrNew York, New York, United StatesHybrid$185K – $220K/yrOct 1, 2026
- Staff Product ManagerProduct/Project ManagementNew York, New York, United States · Hybrid · $250K – $280K/yrNew York, New York, United StatesHybrid$250K – $280K/yrSep 30, 2026
Hiring pattern
How fast Wealth.com is adding roles, and how they're set up.
New roles each monthRoles first posted in the month
How roles are set upShare of open roles
Customers
All 6 companies Wealth.com names as customers.
Customers hiring now2
- Merit Financial Advisors31 open roles
- Financial Integrators4 open roles
Case studies4
- Premier Planning Group
- Encompass Financial Planning
- Decidedly Wealth Management
- Sedai Wealth
What their customers say
Quotes from people at Wealth.com's customers.
““Us being able to offer everything in-house was absolutely what led them to decide to work with us. Wealth.com for sure helped us in creating value for this client enough to switch,””
““Wealth.com didn’t just add a service to our offering. It changed the kind of conversations we have with clients, and that’s what’s driving referrals and new AUM.””
““We hear over and over how easy the system is to use… when I tell them that they can go in and make changes at any time and they’re not going to have to pay an attorney a thousand dollars to do it. That’s just a huge selling point. It’s their information and they have control over it.””
““In clients’ eyes, we went from being the advisor who manages their investments and helps them choose how they spend their money in retirement to the advisor that manages their family’s whole financial future.””
““Wealth.com provides so much education at each step of the process that it allows us to come alongside the client as a coach and an educator.””
Show 13 more quotesShow fewer
“With Wealth.com, Sanger explains, the friction is gone. He can analyze documents instantly, move faster with confidence, and complete estate plans in as little as 30 minutes. The result is not just efficiency, but stronger client relationships, increased loyalty, and more referrals.”
““It was very seamless getting started. We just plugged it into our process and hit the ground running,””
“"It’s become our go-to estate planning solution: seamless for advisors, simple for clients."”
““Give it a try with your clients. I think you’ll be impressed with the results and how naturally it fits into your practice.””
““This is the satisfier of our estate planning pillar. Whether a client needs simple documents or a revision, this is what we use,””
““The usability for the advisors has given us no problems. Everyone at Wealth.com from the customer service team to the relationship managers have been superb,””
““Wealth has given many clients peace of mind,””
““This is an integral part of our brand, and it has become our main solution for most clients.””
““We have seen more people trust our process as a one-stop shop for all things financial planning,””
““We tried other solutions, but none were as comprehensive. Wealth.com offers everything from document creation to visualization tools like Ester®, which are useful no matter where someone is in their estate journey,””
“Wealth.com lets me offer estate planning as part of a modern, all-in-one experience. It’s not just a value add. It’s a differentiator.”
“Wealth.com connected both me and my client to a local Hawaii attorney who handled a complex Land Court retitling process seamlessly. It made the client experience feel really polished.”
“I include estate planning as part of my flat-fee planning model because it builds trust and long-term relationships. It’s a huge value add, and clients stay when they feel everything is handled in one place.”
AI launches and partners
What Wealth.com has launched and who it works with on AI.
- LaunchAI-powered estate and tax planning platformWealth.com offers an AI-powered platform for estate and tax planning.
- LaunchEster®Ester® is Wealth.com’s AI engine for extracting, summarizing, and analyzing existing estate documents.
- LaunchAI powered insightsThe platform combines estate planning, tax intelligence, and AI powered insights.
- LaunchAI-powered tax and estate planning platformWealth.com offers an AI-powered platform for tax and estate planning.
Skills they ask for
Most frequent across open postings.
Most requested skills
- Onboarding
- Process improvement
- SQL
- Salesforce
Tech stack
- CMS
- WordPress
- HubSpot CMS
- Marketing
- HubSpot
- CDN
- unpkg
- jsDelivr
- Analytics
- Google Tag Manager
- Libraries
- jQuery
- D3.js
- Lottie
Company facts
- Industry
- Law Practice
- Sector (NAICS)
- Information
- Peer
- Avera
- Website
- wealth.com
- Careers
- wealth.com/careers
Roles by location
Where Wealth.com is hiring. Pick a city to see its roles.
Similar companies
Companies in the same industry as Wealth.com that are hiring now.
Questions about Wealth.com
- Is Wealth.com hiring?
- Yes. As of November 4, 2026, Wealth.com has 17 open roles on Metaintro. 5 were posted in the last 30 days. The most are in Customer Support (4), Developer (4), and Product/Project Management (2).
- Where is Wealth.com hiring?
- Wealth.com is hiring in New York, United States, and San Francisco, with the most open roles in New York.
- Does Wealth.com offer remote or hybrid work?
- 59% of open roles are hybrid and 41% are remote.
- Who are Wealth.com's customers?
- Wealth.com names 6 customers, including Merit Financial Advisors, Financial Integrators, Premier Planning Group, Encompass Financial Planning, and Decidedly Wealth Management.
- What skills does Wealth.com look for?
- Its open roles most often ask for Onboarding, Process improvement, SQL, and Salesforce.