Vendor
EstateView
Wealth.com is an AI-powered platform for estate and tax planning, utilized by financial advisory firms, broker-dealers, and private banks to improve tax analysis and estate strategies.
New Delhi, IN
Official websiteSector footprint
One company, every side of the market
WealthThis site
EstateView
Wealth.com is an AI-powered platform for estate and tax planning, utilized by financial advisory firms, broker-dealers, and private banks to improve tax analysis and estate strategies.
Capability matrix
| Capability | EstateView |
|---|---|
| Estate Planning | ● |
Parent organization
EstateView
Founded
2020
Scale
1 sector presence