Worthy’s AI Tax Planning Passes $1 Billion in Taxable Client Income Analyzed by RIAs and Enterprise Wealth Managers

A growing number of financial advisors actively rely on Worthy to deliver faster, more personalized tax insights at scale.

SAN FRANCISCO--(BUSINESS WIRE)--Worthy, an AI-native tax planning platform for financial advisors, today announced it has analyzed more than $1 billion in taxable client income — a milestone that reflects rapid adoption across independent RIAs and enterprise advisory firms since the platform's launch earlier this year.

"Tax planning is a doorway," said Jonathan Hudacko, Worthy's co-founder and CEO. "When advisors can understand a client's full tax picture in seconds, it opens conversations about retirement, estate planning, and long-term care that might otherwise take years to get to. Crossing $1 billion in client income analyzed tells us those doors are opening — fast."

What advisors are saying

Aaron Izenstark, Co-Founder and Chief Investment Officer of IRON Financial, which has managed billions in assets for high-net-worth and institutional investors since 1994, said “Worthy transforms complex tax data into actionable insights, enabling our advisors to deliver more personalized planning, uncover opportunities more efficiently, and provide greater value at a scale that was impossible just one year ago."

Henry Park, Partner at Greenline Partners, pointed to a telling moment: "I was doing background research for a complex tax situation when a niche question came up. I pulled up Worthy and found the exact regulatory reference I needed within seconds. That's the efficiency that makes a tool valuable."

Building traction across the market

The $1 billion milestone spans advisors across firm types and client profiles, proving the value of AI-native tax planning beyond any single channel or client type. Worthy's growing base also includes an ongoing pilot with more than 300 associates at Edward Jones and a separate partnership with estate planning platform Vanilla. Learn more at withworthy.com.

About Worthy

Worthy helps smart financial advisors deliver personal, sophisticated tax planning at scale. It combines deep tax knowledge, client-specific context, and mathematical precision, empowering advisors to do more for clients and stay compliant. Learn more at withworthy.com.

Please note that Greenline Partners, LLC, is an active participant in Worthy’s design partnership program, which includes discounted access, creating a material conflict of interest. The endorsement above is limited to Worthy’s research capabilities and is not an endorsement of any investment advisory services.