With tax season officially in full swing, three wealth tech platforms – Wealth.com, Vanilla, and TaxStatus – have announced new strategic partnerships designed to help advisors anticipate and get ahead of their clients' tax and estate planning needs.
Dynasty Financial Partners has signed an enterprise agreement with wealth.com to embed the company’s AI-powered estate and tax intelligence, branded as Ester, into the Dynasty Desktop used across its national network of partner firms.
Under the deal, Dynasty will roll out Ester AI as a Service across its platform, adding a new Estate & Tax Agent to its existing AI virtual assistant. That agent will sit on top of Dynasty’s data lakehouse, scanning estate plans against client activity drawn from accounts, documents, meeting notes, emails and CRM updates. When life events or structural changes show up in the data, the system flags when a client’s estate plan may need a closer look.
The move extends Dynasty's ongoing push to expand its toolkit for advisor partners' more sophisticated planning needs, including its minority investment in Grantd late last year.
Through the latest Wealth.com agreement, advisors will see AI-generated summaries of complex estate and tax documents directly inside Dynasty Desktop, then use those insights to open conversations about legacy planning, tax strategy and long-term wealth transfer with high-net-worth and ultra-high-net-worth families.
The rollout covers more than 600 advisors and over $125 billion in assets on the Dynasty platform. For larger practices, the RIA platform is also making wealth.com’s full planning suite available, including scenario modeling, document creation and visual reporting.
“This partnership reflects our continued commitment to equipping independent advisors with institutional-grade capabilities to service the most complex and detailed needs of their ultra-high-net-worth clients,” said Shirl Penney, founder and chief executive officer of Dynasty.
Wealth.com co-founder and chief growth officer Tim White said the move ensures estate and tax intelligence does not “live in silos,” with embedding AI-driven document analysis helping to “operationaliz[e] planning in a way that strengthens relationships and supports long-term growth.”
Estate planning platform Vanilla has announced a partnership with Worthy, an AI-native tax intelligence provider built for advisors.
The deal, which gives Vanilla users access to Worthy at special pricing, is being billed as the first in a planned network of tax and financial planning integrations for the estate platform.
Worthy is leaning into the idea of proactive and advisor-led tax planning, as opposed to being an afterthought to annual preparation. Advisors can upload client tax documents, and the system surfaces insights such as bracket utilization, capital loss carryforwards, estate tax exposure, Roth conversion opportunities and equity compensation considerations, along with a chat interface tuned to client-specific situations.
Layered on top of Vanilla’s estate planning visuals, the integration is intended to help advisors spring from annual tax decisions to more long-term wealth transfer goals.
“Tax and estate planning are deeply connected, and advisors who can speak to both are in a fundamentally stronger position with their clients,” said Gene Farrell, chief executive officer of Vanilla. “That's what this partnership is about – giving advisors better tools to add value across the full picture of a client's financial life.”
Jonathan Hudacko, chief executive officer of Worthy, said “there’s an estate planning conversation waiting to happen” each time advisors pull clients' tax returns, and that integrating with Vanilla should make it easier to act on those moments with “the client’s complete financial picture in front of them.”
Going deeper on the tax side of the stack, TaxStatus announced an exclusive partnership with Advice.ai that combines its IRS-sourced data feeds with an AI engine built around a large library of planning strategies.
TaxStatus already pulls “Verified Financials” directly from the IRS, with client consent, capturing what clients have reported alongside what employers, custodians and other third parties have filed. The integration with Advice.ai aims to use that dataset as fuel for an AI system that automatically evaluates tax, financial and estate planning strategies across the entire client household.
The companies frame the partnership as an answer to one of AI’s biggest weaknesses in advice: models can analyze patterns at scale, but only within the limits of the data they can see. By starting from official IRS records, the combined platform is pitched as a way to reduce gaps created when clients forget to upload documents or omit accounts.
Advice.ai’s engine runs a hard-coded library of strategies, from SEP IRA contributions to 1031 exchanges, conservation easements, qualified opportunity zone investments, and grantor retained annuity trusts. The idea is to replace the traditional short list of one or two go-to tactics with a broader, continuously updated set of options that can be evaluated in minutes instead of hours.
“There’s a big difference between intelligence and knowledge,” said Kevin Knull, chief executive officer of TaxStatus and co-founder of Advice.ai. “AI has the intelligence, but without complete, verified data, it doesn’t have the knowledge it needs to surface proper opportunities.”
The tie-up with Advice.ai expands TaxStatus's circle of integrations, including its recent data syncing partnership with Jump.
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