On November 19, 2024, Wealth.com announced its strategic partnership with Merit Financial Advisors.
Wealth.com announced, on November 19, 2024, that it formed a strategic partnership with Merit Financial Advisors (“Merit”). The partnership provides Merit’s advisors with access to Wealth.com’s estate planning digital resources. Further terms of the deal were not disclosed.
Wealth.com, based in Tempe, Arizona, is a technology provider for wealth management firms and financial institutions providing an end-to-end estate planning platform that aims to improve efficiency in delivering estate planning guidance.
Merit, based in Atlanta, Georgia, is a wealth management firm offering financial planning and asset management solutions for high-net-worth individuals and families and those navigating life transitions. As of June 2024, Merit had approximately $11.84 billion in assets.
To read the press release: please click here.