Wealth.com

aid: wealthcom
name: Wealth.com
description: Wealth.com is the industry-leading estate and tax planning platform for financial advisors, unifying estate document
  creation, tax intelligence, and its proprietary Ester AI assistant to help advisors deliver sophisticated planning at scale.
  For developers, Wealth.com publishes an Advisor API (OAuth2, JSON over HTTPS) that connects advisor applications to the
  platform for managing clients, assets, documents, contacts, quizzes, and AI notes, plus a webhook surface for real-time
  events and an Onboarding API for partner-referred client onboarding. A separate SFTP interface supports bulk data exchange.
  The company is backed by GV (Google Ventures) and integrates with Salesforce, Orion, Redtail, Wealthbox, Addepar, eMoney,
  and other advisor tools.
url: https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- gv
x-tier: stub
x-tier-reason: portfolio-lead
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source:
  - plans
  - authentication
  - scopes
  - rate-limits
  - security
  generated: '2026-11-06'
  method: derived
specificationVersion: '0.23'
created: '2026-07-17'
modified: '2026-07-21'
image: https://www.wealth.com/favicon.ico
tags:
- Company
- Enterprise
- Estate Planning
- Tax Planning
- Wealth Management
- Financial Advisors
- Fintech
- Artificial Intelligence
apis:
- name: Wealth.com Advisor API
  description: The Advisor API connects advisor applications to Wealth.com, exposing client, asset, document, contact, quiz,
    AI-notes, client-group and top-account resources over JSON HTTPS, with OAuth2 (authorization code + PKCE) authentication
    and a real-time webhook surface. A v2 revision is available alongside v1.
  humanURL: https://developer.wealth.com/advisor
  baseURL: https://advisor-api.wealth.com/v1
  tags:
  - Advisor API
  - Estate Planning
  - Webhook
  tags_raw:
  - Advisor API
  - Estate Planning
  - Webhooks
  properties:
  - type: Documentation
    url: https://developer.wealth.com/advisor
  - type: APIReference
    url: https://developer.wealth.com/advisor
  - type: Authentication
    url: authentication/wealthcom-authentication.yml
  - type: OAuthScopes
    url: scopes/wealthcom-scopes.yml
  - type: Webhooks
    url: asyncapi/wealthcom-webhooks.yml
  - type: Conventions
    url: conventions/wealthcom-conventions.yml
  - type: ErrorCatalog
    url: errors/wealthcom-problem-types.yml
  - type: DataModel
    url: data-model/wealthcom-data-model.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Plans
  url: plans/wealthcom-plans-pricing.yml
- type: Website
  url: https://www.wealth.com
- type: DeveloperPortal
  url: https://developer.wealth.com/
- type: Documentation
  url: https://developer.wealth.com/advisor
- type: APIReference
  url: https://developer.wealth.com/advisor
- type: GettingStarted
  url: https://developer.wealth.com/advisor/authentication
- type: Authentication
  url: authentication/wealthcom-authentication.yml
- type: OAuthScopes
  url: scopes/wealthcom-scopes.yml
- type: Webhooks
  url: asyncapi/wealthcom-webhooks.yml
- type: Conventions
  url: conventions/wealthcom-conventions.yml
- type: RateLimits
  url: rate-limits/wealthcom-rate-limits.yml
- type: Lifecycle
  url: lifecycle/wealthcom-lifecycle.yml
- type: StatusPage
  url: https://status.wealth.com
- type: ErrorCatalog
  url: errors/wealthcom-problem-types.yml
- type: DataModel
  url: data-model/wealthcom-data-model.yml
- type: Conformance
  url: conformance/wealthcom-conformance.yml
- type: Compliance
  url: https://trust.wealth.com/
- type: TrustCenter
  url: security/wealthcom-trust-center.yml
- type: DomainSecurity
  url: security/wealthcom-domain-security.yml
- type: WellKnown
  url: well-known/wealthcom-well-known.yml
- type: LLMsTxt
  url: llms/wealthcom-llms.txt
- type: Integrations
  url: https://www.wealth.com/integrations/
- type: Pricing
  url: https://www.wealth.com/pricing/
- type: SignUp
  url: https://app.wealth.com/login
- type: Login
  url: https://app.wealth.com/login
- type: Support
  url: https://wealth.com/help
- type: Blog
  url: https://www.wealth.com/resources/
- type: TermsOfService
  url: https://www.wealth.com/legal-policies/#tos-content
- type: PrivacyPolicy
  url: https://www.wealth.com/legal-policies/#privacy-content
x-enrichment:
  date: '2026-07-21'
  status: enriched
  artifacts_added: 13
  pass: local-v1