---
title: "Wealth.com"
canonical: "https://www.metaintro.com/company/wealth-com"
language: "en"
industry: "Law Practice"
website: "https://wealth.com/"
open_roles: 17
---

# Wealth.com

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.

## Open roles

- [Enterprise Sales Manager](https://www.metaintro.com/job/enterprise-sales-manager-at-wealth-com-a5f26af3-5c01-5de3-a32e-44a51c8918a3) — United States, Remote
- [Senior Manager, People Operations & Employee Relations, AI Enablement](https://www.metaintro.com/job/senior-manager-people-operations-and-employee-relations-at-wealth-com-c6a6d57c-f146-56b2-85d0-03ab417676ff) — New York, New York, United States, Hybrid
- [Account Manager, Institutional](https://www.metaintro.com/job/account-manager-institutional-at-wealth-com-d6d4c1f9-6b43-51be-928f-c8ea56ff2d06) — New York, New York, United States, Hybrid
- [GTM Engineer](https://www.metaintro.com/job/gtm-engineer-at-wealth-com-e40ed759-f2a7-57b4-b062-3a43c688bcfa) — New York, New York, United States, Hybrid
- [Sr Data Engineer](https://www.metaintro.com/job/sr-data-engineer-at-wealth-com-57c0a00f-4d90-5a83-8a0d-6f0a11abbc5d) — New York, New York, United States, Hybrid
- [Head of Customer Success](https://www.metaintro.com/job/head-of-customer-success-at-wealth-com-b96742a7-b03e-5c28-9dd6-d4c664e58186) — New York, New York, United States, Hybrid
- [Technical Account Manager, Institutional](https://www.metaintro.com/job/technical-account-manager-institutional-at-wealth-com-6ac4de6b-b9b2-5088-8a12-8b487d0dbc5e) — New York, New York, United States, Hybrid
- [Staff Product Manager](https://www.metaintro.com/job/staff-product-manager-at-wealth-com-9e6f7909-7736-5002-9f82-03b84faf2068) — New York, New York, United States, Hybrid

[View all 17 roles](https://www.metaintro.com/company/wealth-com/jobs/all)

## Customers

All 6 companies Wealth.com names as customers.

### Customers hiring now

- [Merit Financial Advisors](https://www.metaintro.com/company/merit-financial-advisors) — 31 open roles
- [Financial Integrators](https://www.metaintro.com/company/financial-integrators) — 4 open roles

### Case studies

- Premier Planning Group
- Encompass Financial Planning
- Decidedly Wealth Management
- Sedai Wealth

## AI launches and partners

What Wealth.com has launched and who it works with on AI.

- **AI-powered estate and tax planning platform** (Launch): Wealth.com offers an AI-powered platform for estate and tax planning.
- **Ester®** (Launch): Ester® is Wealth.com’s AI engine for extracting, summarizing, and analyzing existing estate documents.
- **AI powered insights** (Launch): The platform combines estate planning, tax intelligence, and AI powered insights.
- **AI-powered tax and estate planning platform** (Launch): Wealth.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

## Similar companies

Companies in the same industry as Wealth.com that are hiring now.

- [Avera](https://www.metaintro.com/company/avera) — 1,064 open roles
- [State of Michigan](https://www.metaintro.com/company/state-of-michigan) — 385 open roles
- [Baker McKenzie](https://www.metaintro.com/company/baker-mckenzie) — 263 open roles
- [Advocates](https://www.metaintro.com/company/advocates) — 256 open roles
- [Gordon Rees Scully Mansukhani](https://www.metaintro.com/company/gordon-rees-scully-mansukhani) — 253 open roles
- [Lewis Brisbois](https://www.metaintro.com/company/lewis-brisbois) — 226 open roles

## 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.