The estate planning start-up, Wealth, is pursuing a $180 billion U.S. market by utilizing a digital dashboard that updates holdings in real-time. Many technology companies have offered potential approaches to solving these issues ranging from WillMaker to EverPlans. The CEO of Wealth has stated that he believes his company is pursuing a more unique strategy by appealing to workers that want to offer more value-added benefits.
The Company’s Founding
The company was founded by the former CEO of the company Emailage, which has since been acquired by LexisNexis. The assets from such a sale allow individuals to create, manage, and visualize estate plans through a detailed ecosystem of proprietary legal documents as well as third-party APIs.