&Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system.
The rollout, which began in August and formally launched firmwide on Tuesday after the Labor Day weekend, lets &Partners advisors review clients' existing estate documents, visualize plans, flag gaps and generate client-ready reports through Wealth.com, which has established a strong claim as the industry's leading AI-powered estate and tax planning platform.
Matt Doran, partner and leader of advanced planning at &Partners, said the firm wanted technology that could bring more consistency to conversations advisors already have with clients around beneficiary designations, gifting and legacy goals.
"We wanted a platform that could make those conversations more consistent and actionable without compromising the flexibility our advisors value," Doran said in a written statement, highlighting how "technology, visual clarity and support [brings] estate planning into the ongoing advice relationship."
&Partners, which has scaled at warp speed since launching in 2023, said it chose Wealth.com after a competitive evaluation that weighed the platform's breadth, security, scalability and its commitment to long-term implementation support.
Tim White, Wealth.com's co-founder and chief growth officer, said the deal highlights how technology vendors need to pair software with hands-on adoption support rather than treat a rollout as a one-time licensing event.
"The best technology does more than check a box," White said. "It has to help advisors understand complexity, communicate it clearly and act on it with clients."
The &Partners rollout is the latest in a string of moves by Wealth.com since it closed a $65 million oversubscribed Series B round in April, a raise that drew new backing from Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners alongside returning investors Charles Schwab, GV – Alphabet's venture arm – and Citi Ventures. Shortly after, Wealth.com announced its partnership with seminar-marketing firm AcquireUp, which aimed to turn estate planning seminars into a tool to help boost organic growth for advice firms.
Earlier this summer, Wealth.com was named the exclusive technology founding partner of FMG Suite's Institutional Intelligence program, giving Wealth.com access to FMG's network of more than 80,000 advisors and insurance professionals.
The &Partners deal lands amid broader industry data pointing to rising advisor demand for estate and tax planning technology. According to a new research report from Cerulli, 55% of advisors currently offer trusts and estate planning services, and 37% of advisors not yet using specialized estate planning technology expect to adopt it within the next 12 months.
Cerulli also found that financial advisors offer an average of 7.6 services overall, with the breadth of service heavily dictated by the affluence of the clients they serve.
"Serving affluent clients requires increasingly sophisticated advice capabilities," said Michael Rose, a research director at Cerulli. ""Advisors moving upmarket must be able to offer clients income tax planning, estate planning, charitable planning, and more."
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