Estate planning platform wealth.com has expanded its industry reach with a newly unveiled alliance.
On Tuesday, national financial planning and RIA firm Integrated Partners announced it has struck up a strategic partnership with the wealth tech firm, bolstering its tech stack with wealth.com’s advanced estate planning tools.
Since 1996, Integrated Partners has supported financial advisors in achieving their entrepreneurial goals, with over 212 advisors, more than 190 certified public accountants, and 116 regional offices across the US.
Beyond doubling down on its reputation of emphasizing personalized advisor-client relationships, Integrated Partners’ new arrangement with wealth.com recognizes the $84.4 trillion tsunami of assets expected to take place by 2045 during the Great Wealth Transfer.
The firm has consistently supported advisors’ ability to address clients’ complex financial lives with strategic partnerships like the CPA Alliance program, which builds relationships between certified public accountants and advisory firms, as well as its recent new hires and tech implementations.
"We aim to empower our advisors to quarterback their clients' financial lives. To do this, we provide access to a diverse array of specialists, from family office experts serving ultra-high-net-worth individuals to insurance and business owner specialists,” Andree Mohr, president at Integrated Partners said in a statement.
Mohr is a fairly new leader at the firm, having only been appointed president in May.
Highlighting clients’ growing demand for higher-value services, she underscored the new partnership’s potential to help advisors with access to estate planning along with a network of attorneys specializing in the field.
With a user-friendly design, wealth.com offers scalable onboarding, guided plan creation, intuitive visualizations, and proactive insights. The platform aids in drafting simple wills and complex advanced directives by summarizing existing documents, visually mapping complex plans, and crafting essential documents like revocable trusts and advanced directives.
“The team at Integrated Partners is consistently delivering innovative solutions to its clients,” said Tim White, co-founder and chief partnership officer at wealth.com.
“wealth.com is proud to bolster these efforts, ensuring that its ultra-high-net-worth, high-net-worth, and mass affluent clients receive comprehensive and tailored estate planning services at every step of their financial journey,” White said.
Last month, the fintech provider upgraded its offering with a new Family Office Suite aimed specifically at the estate planning needs of high-net-worth and ultra-high-net-worth clients.
Looking to refine your strategy for investing in stocks in the US market? Discover expert insights, key trends, and risk management techniques to maximize your returns
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
