Wealth.com has announced a strategic partnership with Independent Advisor Alliance, offering IAA’s network of 225 financial advisors access to its comprehensive estate planning platform.
The collaboration announced Thursday will enable IAA advisors, who operate across 27 states, to incorporate wealth.com’s advanced digital tools into their wealth management services, addressing the growing demand for estate planning solutions.
IAA, a hybrid firm that empowers independent financial advisors, has seen steady growth since its founding in 2013, recently surpassing $18 billion in assets under supervision. Last December, the hybrid RIA got a significant boost when it welcomed LPL as a minority stakeholder.
The partnership aligns with IAA’s goal of equipping its advisors with the resources needed to meet evolving client needs, especially as estate planning becomes an essential component of holistic financial planning.
“We are always innovating on behalf of our advisors,” said Robert Russo, IAA’s founder and chief executive officer, in a statement. “Keeping our finger on the pulse of the industry and providing solutions to meet their expectations is part of why independent advisors choose to work with us."
Russo described the partnership with wealth.com as "the latest step in our journey to equip our partner advisors with the tools they need to serve their clients.”
Wealth.com’s platform offers a full spectrum of estate planning services, including the creation of wills, trusts, and advanced directives. The fintech provider's Family Office Suite, designed for high-net-worth clients, helps advisors streamline estate management through advanced tax planning, reporting, and estate visualization features.
“As they’ve grown, the complexity of needs among its clients has too,” said Tim White, co-founder and chief partnership officer at wealth.com. “This partnership offers a solution IAA advisors can easily adapt, customize, and deliver to address their clients’ estate planning needs.”
IAA supports its advisors by offering compliance, consulting, and practice management services, while providing the flexibility to run their own businesses.
“Our collaboration with wealth.com is a perfect extension of IAA’s efforts to provide entrepreneurial-minded advisors with the support they need to navigate the challenges of running their own businesses,” added Russo.
The partnership with IAA comes shortly after another significant win for wealth.com. In September, the firm announced it completed a $30 million Series A raise from a consortium of top VC investors, including Alphabet subsidiary GV and newcomer investor Citi Ventures, to enhance its technology and roll out new features to help advisors and their clients.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
