Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. Looking to gain practical, hands-on experience in the field of AI/ML? The Wealth.com Technology Internship Program helps passionate early career professionals gain real-world exposure to applying the latest advancements in Large Language Models (LLM), Computer Vision (CV) and Natural Language Processing (NLP) in the legal & financial tech sector. Applied Scientist Interns work collaboratively with Software Engineers and other Applied Scientists to pursue a broad range of AI initiatives. By using a combination of various state-of-the-art natural language and vision models, interns will help build complex legal AI assistants.
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Career Level
Intern
Number of Employees
101-250 employees