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Wealth Utilities

Cruncher

Cruncher: Estate planning, simplified and optimized.

"Cruncher is a specialized estate planning software designed to help financial advisors create comprehensive and customized estate plans for their clients. It streamlines the estate planning process, enabling advisors to model different scenarios and optimize outcomes for clients' specific needs. RIAs use Cruncher to enhance their estate planning services, attract high-net-worth clients, and provide more holistic financial advice."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #449 in Wealth Utilities
Validated Adoption
2 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Estate tax modeling and optimization
Scenario planning and comparison
Client report generation
Collaboration tools for advisors and clients

Primary Use Cases

Estate tax planning
Gift tax planning
Generation-skipping transfer tax planning
Trust and charitable giving strategies

Agentic Intelligence Briefing

"Cruncher simplifies estate planning for RIAs by providing tools for modeling, optimization, and client reporting."

Real-time Forensic Synthesis

Competitive Strengths

Specialized estate planning focus
Strong feature set for complex estate scenarios
Potentially integrates with other RIA tools (unconfirmed)

Adoption Hazards

Pricing not readily available, making ROI difficult to assess
Limited information on integrations
Niche focus may not appeal to all RIAs

Stack Compatibility Profile

How Cruncher integrates into institutional RIA stacks.

2 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
ROL
100%
Stack Correlation
Wealthscape
50%
Stack Correlation
NDEX
50%
Stack Correlation
Nitrogen Wealth
50%
Stack Correlation
Advyzon
50%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking to offer or improve estate planning services.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1WealthTec Suite
2eMoney Advisor (with estate planning add-ons)

Value Proposition

"For RIAs specializing in high-net-worth clients and complex estates, Cruncher offers specialized planning features to enhance client outcomes."

Vendor Dossier

Cruncher logoC
Cruncher
cruncher.io
Corporate Portal

Audit Your RIA Stack

See how Cruncher fits into your overall tech efficiency score.

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