&Partners Selects Wealth.com as Enterprise-Wide Estate Planning Platform

Firmwide rollout gives more than 100 advisors modern planning technology, dedicated enablement and ongoing support

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading AI-powered estate and tax planning platform, today announced that &Partners has selected Wealth.com as its enterprise-wide estate planning solution. The deployment gives more than 100 &Partners advisors access to a consistent, technology-enabled way to review existing estate documents, visualize estate plans, identify gaps and planning opportunities, create client-ready reports and guide clients through the estate planning process.

One of the industry's fastest-growing hybrid broker-dealer and RIA platforms, &Partners has built its model around advisor ownership, flexibility and concierge-level support. The firm selected Wealth.com following a competitive evaluation, citing the platform's breadth, intuitive advisor and client experience, clear visualizations, enterprise-grade security and scalability, and commitment to implementation and long-term adoption.

“Estate planning is already embedded in many of the decisions our advisors help clients make, from beneficiary designations and gifting to charitable planning and legacy goals,” said Matt Doran, partner and leader of advanced planning at &Partners. “We wanted a platform that could make those conversations more consistent and actionable without compromising the flexibility our advisors value. Wealth.com gives advisors the technology, visual clarity and support to bring estate planning into the ongoing advice relationship.”

Through Wealth.com, &Partners advisors can more easily understand how a client's estate plan is structured, explain complex relationships visually and turn identified gaps or opportunities into clearer next steps. The platform also supports more connected conversations across investments, taxes, beneficiary decisions, charitable planning, gifting and legacy goals, helping advisors address a client's financial life more holistically.

The enterprise rollout began in August and formally launches across the full &Partners advisor population today. The implementation pairs firmwide platform access with live product education, a launch webinar, recorded enablement content and continued Wealth.com support at &Partners events. Wealth.com also visited &Partners’ Nashville headquarters to produce a series of advisor testimonial and enablement videos designed to help advisors integrate estate planning into real-world client conversations.

Early engagement has included advisors using Wealth.com for their own estate plans and extending the offering to staff. The rollout is designed to make estate planning part of the advisor's ongoing relationship with clients rather than a separate, point-in-time referral.

“&Partners has built its model around combining advisor autonomy with institutional-quality support, which makes this enterprise deployment especially meaningful,” said Tim White, co-founder and chief growth officer of Wealth.com. “The best technology does more than check a box. It has to help advisors understand complexity, communicate it clearly and act on it with clients. We are proud to support &Partners with both the platform and the enablement needed to make that happen at scale.”

By pairing enterprise-grade technology with a deliberate adoption program, Wealth.com and &Partners aim to create a repeatable estate planning experience across a rapidly growing advisor network while preserving the flexibility that is central to the &Partners model.

To learn more, visit wealth.com and andpartners.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 Wealth Management Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

About &Partners

&Partners is a rapidly growing, advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility, and community. Founded by former Wells Fargo leaders and based in Nashville, Tennessee, and St. Louis, Missouri, the firm offers a hybrid model that combines competitive payouts with equity participation, institutional support, and access to a collaborative peer network. &Partners provides a platform where advisors can build lasting businesses on their terms without sacrificing service, scale, or culture. Clearing and custody services are provided by National Financial Services LLC, a Fidelity company. &Partners’ mission is to change financial lives for the better by providing highly personalized advice that seeks to avoid missteps and optimize opportunities. To learn more, visit andpartners.com.

&Partners is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability company, and its subsidiary, &Partners, LLC, a Tennessee limited liability company registered with the U.S. Securities and Exchange Commission as a broker-dealer and investment adviser. Securities and investment advisory services offered through &Partners, LLC, member FINRA and SIPC.