Dynasty Financial Partners Partners with Wealth.com’s Ester AI for Estate and Tax Planning

Dynasty’s Data Lakehouse will power a groundbreaking integration with Ester AI, delivering firm-wide document intelligence and planning capabilities to its network

Wealth.com, the industry’s leading estate and tax planning platform, 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.

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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.

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“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.

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