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Wealth Utilities

Wealth.com

Wealth.com: Streamlining wealth management for RIAs.

"Wealth.com provides a comprehensive platform designed to streamline wealth management operations for RIAs. It offers tools for portfolio management, client communication, and reporting, aiming to improve efficiency and client engagement. Firms use Wealth.com to consolidate key workflows and enhance client service capabilities."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #50 in Wealth Utilities
Validated Adoption
452 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio construction and rebalancing
Client reporting and analytics
Automated billing and invoicing
Secure client communication portal

Primary Use Cases

Developing and implementing comprehensive estate plans
Facilitating client discussions around wealth transfer
Identifying potential tax savings opportunities

Agentic Intelligence Briefing

"Wealth.com offers a unified platform for RIAs to manage portfolios, automate tasks, and improve client engagement."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive estate planning tools
Client collaboration features
Potential for deeper client engagement

Adoption Hazards

Limited scope beyond estate planning
Pricing is not transparent
Integration with existing RIA tech stack may be limited

Stack Compatibility Profile

How Wealth.com integrates into institutional RIA stacks.

452 Firms Analyzed
Riskalyze Online
97%
Stack Correlation
Nitrogen Wealth
92%
Stack Correlation
Elements Financial Planning
74%
Stack Correlation
ROL
71%
Stack Correlation
NDEX
67%
Stack Correlation
Morningstar Office
62%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs seeking scalable solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1RightCapital
2eMoney Advisor

Value Proposition

"Wealth.com empowers RIAs to provide sophisticated estate planning services, deepening client relationships and differentiating their practice."

Audit Your RIA Stack

See how Wealth.com fits into your overall tech efficiency score.

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Comprehensive held-away asset management for RIAs.

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Acclivity

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