#EstatePlanning--Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s ...
Autore: Business Wire
Dynasty’s Data Lakehouse will power a groundbreaking integration with Ester AI, delivering firm-wide document intelligence and planning capabilities to its network
PHOENIX: #EstatePlanning--Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s artificial intelligence (AI)-powered estate and tax intelligence, known as Ester™, directly within the Dynasty Desktop.
In the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence. Traditional estate plans are executed at a single point in time, yet client lives and financial circumstances evolve constantly. Marriages, divorces, business exits, new accounts and shifting financial priorities can quickly create gaps between a client’s estate plan and their current reality.
Through the Wealth.com integration, Dynasty’s AI platform will evaluate estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. When meaningful life events or structural changes occur, the system surfaces insights to advisors, helping them identify when an estate plan should be reviewed before issues emerge.
The rollout will bring this capability to Dynasty’s national network of independent partner firms, representing more than 600 advisors and over $125 billion in assets. Advisors will gain access to AI-powered estate and tax summaries directly within Dynasty Desktop, allowing them to quickly interpret complex legal documents and proactively engage clients in conversations about legacy planning, tax strategy and long-term wealth transfer.
“This partnership reflects our continued commitment to equipping independent advisors with institutional-grade capabilities to service the most complex and detailed needs of their ultra-high-net-worth clients,” said Shirl Penney, founder and chief executive officer of Dynasty. “We are giving every advisor in our network a stronger foundation for comprehensive planning. For our advisors serving complex families, expanded access to Wealth.com’s platform ensures they can deliver deeper, scenario-based guidance at scale.”
The Wealth.com integration represents the first external partnership contributing a dedicated agent to Dynasty’s AI suite. Developed through Dynasty Labs, the firm’s innovation arm launched in 2025, Dynasty has built an industry leading virtual assistant with specialized AI agents spanning CRM intelligence, financial data, cash flows, document retrieval, billing, TAMP oversight, financial planning, research, client communications and public search.
Within the ecosystem, Wealth.com’s Ester™ technology becomes the intelligence layer powering estate and tax analysis. Ester automatically reads and extracts key information from complex estate and tax documents, transforming them into structured insights that advisors can use to understand estate structures, identify potential issues and guide more informed planning conversations.
Dynasty will also make Wealth.com’s full planning platform available to advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families who require advanced estate and tax strategies. This creates a progression from AI-powered estate intelligence to full planning execution, including scenario modeling, estate document creation and advanced visual reporting.
“At a time when advisors are expected to deliver increasingly sophisticated guidance, estate and tax intelligence cannot live in silos,” said Tim White, co-founder and chief growth officer at Wealth.com. “Dynasty is taking a leadership position by embedding AI-powered document insight across its network while enabling advanced modeling and execution for complex needs. This is about operationalizing planning in a way that strengthens relationships and supports long-term growth.”
The announcement follows Wealth.com’s recent launch of its integrated tax planning platform, which connects forward-looking tax modeling with estate strategy, legal document creation and trust funding workflows within a single system. The Dynasty integration extends this model by bringing estate and tax intelligence directly into the advisor’s operating environment, signaling a broader shift toward embedding advanced planning capabilities within the infrastructure of independent wealth management platforms.
Wealth.com’s solutions are already being adopted by large advisory teams within the Dynasty ecosystem. OpenArc, recently launched on the Dynasty platform with Charles Schwab as custodian, will be leveraging Ester™ AI as a Service and implementing Wealth.com licensing across the organization. Serving primarily HNW and UHNW clients, OpenArc will utilize Wealth.com’s tax and estate planning capabilities to deliver coordinated, holistic planning at scale across its client base.
To learn more about Wealth.com’s estate and tax planning solutions, visit wealth.com.
About Wealth.com
Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs-from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
About Dynasty
Dynasty Financial Partners is a premier provider of integrated technology-enabled wealth management solutions and business services for financial advisory firms, primarily serving high net worth and ultra-high net worth clients in the independent wealth management space. Dynasty offers a comprehensive platform of software and technology tools, business services, and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms with the supported independence to launch their business, scale their operations, and grow their firms-both organically and inorganically-while allowing them to focus on and better serve their clients.
For more than 15 years, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and their advisors, contributing to the movement of assets from traditional brokerage channels to independent wealth management channels. As Dynasty continues to establish itself as an industry leader, it has developed competitive strengths, including a deep understanding of and strong relationships with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, and an entrepreneurial culture led by an experienced and committed management team. Dynasty is committed to growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing clients’ use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions. Dynasty believes the independent movement, the separation of where advice is given from where products are manufactured and sold, is still in the very early innings. Dynasty sits at the intersection of the new Triangulation of Wealth model helping to connect independent advice with safe and strong custody solutions that when matched with best-in-class product execution represents the future of the wealth management that was once just reserved for family office levels of wealth. Dynasty’s award winning technology and desktop operating system allows Dynasty’s business owner RIA clients to service their clients, manage their business, and oversee their investments all in one seamless location that frees them up to spend more time with clients and grow their business.
For more information, please visit www.dynastyfinancialpartners.com.
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Disclosure: Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. All security related transactions are through Dynasty Securities. Dynasty securities does not hold customer securities or customer funds.
Wealth.com and Dynasty Financial Partners do not provide legal advice. Content, outputs, summaries, and insights generated through Ester™ or any related tools are for informational and educational purposes only and are not a substitute for advice from a qualified attorney. Use of these tools does not create an attorney‑client relationship. Clients should consult their own legal counsel for advice regarding their specific circumstances. Additionally, any tax-related information, modeling, or insights provided through Ester™ or the Wealth.com platform are for general informational purposes only and are not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties or for reliance in filing a tax return. Clients should consult their own tax advisor regarding their individual situation.
Fonte: Business Wire