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Wealth: Turning Windfalls into Legacies

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Danny Lohrfink, Wealth | CFO Tech Outlook | Top Estate Planning PlatformDanny Lohrfink, Co-Founder and CPO
Wishing for wealth should always be paired with the boon to preserve it—because if the former is granted, the latter becomes a necessity. A windfall of wealth, no matter how large, can easily be squandered if not handled well. With considerations like investment, financial, taxation and estate planning, trusted financial advisors must be roped in as fiduciaries for the newfound wealth.

However, the ever-expanding scope of their service demands a more holistic wealth management approach, which is realistically possible through Wealth Inc.

A renowned name in the world of fintech, the firm enables financial advisors to provide greater number of services at scale efficiently and economically through its wealth planning platform, Wealth.com. Specializing in estate planning, it empowers financial advisors and entities by modernizing the delivery of estate planning guidance to their clients. Wealth.com is the only tech-led, end-to-end estate planning platform built specifically for financial institutions and advisors.

“Our platform uses technology to drive efficiency and repeatability without compromising quality or the bespoke nature of the financial advisory work,” says Danny Lohrfink, co-founder and CPO.

Wealth.com stands out from the market in delivering a truly scalable experience for financial advisors. This focus on scalability is ingrained in the platform by its creators, including a CEO with a CTO background. They ensured that unlike traditional point solutions that operate in silos, Wealth.com is designed with integration and scale in mind. This design philosophy eliminates the inefficiencies of fragmented tech stacks—common when managing multiple platforms that don’t communicate with one another.

Wealth.com avoids this pitfall by directly embedding an advisor’s existing systems through API integrations. When an advisor logs in for the first time, the dashboard is already populated with their entire business book.

Eliminating inefficiencies and giving advisors a comprehensive, real-time view of their clients without lifting a finger. This frictionless onboarding process is a game-changer, positioning Wealth.com as a tech-forward, advisor-first platform built for the modern-day finance professionals.

They can use the platform to serve clients across the net worth spectrum. Wealth.com offers a scalable solution that adapts to each client’s unique needs. Whether helping a mass affluent client draft their first will, evaluate the impact of relocation on inheritance and tax liability, or assist an ultra-high net worth client visualize an estate with Spousal Lifetime Access Trusts (SLATs), Grantor Retained Annuity Trusts (GRATs) and Irrevocable Life Insurance Trusts (ILITs).

Every single estate plan is tailored and optimized based on the client’s current state laws, thanks to partnerships with attorneys in all 50 states and D.C. Wealth.com allows the creation of core legal documents like wills, trusts, healthcare directives, and financial powers of attorney while ensuring legal alignment with their state’s laws. Backed by Google Ventures, Wealth.com uses AI models to turn these tens of hours of estate planning work into seconds, making estate planning smart, scalable and prepared for the future.

  • Our platform uses technology to drive efficiency and repeatability without compromising quality or the bespoke nature of the financial advisory work


For example, the platform helped an advisor with an ultra-high-net-worth consultee. A tech founder sold their company for approximately $500 million and was courted by others with investment strategies and asset allocation models. This advisor led with estate planning. Using Wealth.com, they analyzed the founder’s current estate plan. They modeled advanced techniques to manage the significant tax implications and convey a multi-generational mission statement rather than short-term investment tactics. The long-term commitment resonated with the founder’s broader wealth goals, earning the advisor the entire wallet share of $500 million.

This success story illustrates that when clients come into a life-changing windfall, their next priority should be finding someone who can preserve that wealth across generations. Answering the call, financial advisors empowered by Wealth. com offer a future-proof plan that turns sudden wealth into a lasting legacy—no magic required.

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Top Estate Planning Platform - 2025

Wealth

Company
Wealth

Management
Danny Lohrfink, Co-Founder and CPO

Description
Wealth.com is a wealth planning platform and the industry leader in estate planning, empowering financial advisors and entities by modernizing the delivery of estate planning guidance to their clients. It is the only tech-led, end-to-end estate planning platform built specifically for financial institutions and advisors.