Estate planning platform wealth.com has extended its network of partnerships through a strategic alliance with Georgia-based Merit Financial Advisors.
The collaboration announced grants advisors at the top-ranked wealth management firm, which represents $11.84 billion in assets and an estimated 26,000 clients, access to wealth.com’s digital estate planning tools.
“This partnership represents a powerful combination of our decades of experience and the best in tech-enabled estate planning,” said Joe Cilley, head of financial planning at Merit Financial Advisors said in a statement Tuesday. “Integrating with wealth.com enhances our ability to deliver on that mission by equipping our advisors with an industry-leading digital tool that simplifies estate planning and helps families to secure their legacies.”
The partnership follows a year of significant developments at wealth.com. In September, it secured $30 million in a Series A funding round led by GV, formerly known as Google Ventures, with the support of Citi Ventures and other strategic investors to enhance its technology and expand services. The fintech firm also launched its Family Office Suite earlier in July, offering tools for estate visualization, tax optimization, and reporting to address the increasing complexity of estate planning for high-net-worth and ultra-high-net-worth clients.
Tim White, co-founder and chief partnership officer at wealth.com, emphasized the collaboration’s potential to help Merit tap into the broader industry trend toward holistic wealth management services.
“Our partnership with Merit reflects a shared commitment to empowering advisors with the tools they need to deliver exceptional service,” White said. “This collaboration will allow Merit’s advisors to unlock new opportunities, deepen client relationships and create long-term value with a modern, tech-forward approach to estate planning.”
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