&Partners selected Wealth.com as its enterprise-wide estate planning platform. The two firms announced the deal on September 8, 2026. The rollout began in August with a first group of advisors, then went firmwide the Tuesday after Labor Day. More than 100 advisors now have access. &Partners is an advisor-owned hybrid broker-dealer and registered investment adviser. Its operating entity is registered in Tennessee under the parent Ampersand Partners LLC. The firm picked Wealth.com after a competitive evaluation.

What the Deal Covers

Advisors get one system for several jobs. They can review a client existing documents and visualize how a plan fits together. They can also flag gaps and produce client-ready reports. &Partners cited the breadth of the platform and its visual tools. Enterprise-grade security and the vendor commitment to implementation weighed in as well.

Matt Doran, partner and leader of advanced planning at &Partners, wanted consistency. He asked for conversations that were “more consistent and actionable without compromising the flexibility our advisors value” across the firm. The framing throughout is that estate planning belongs inside the ongoing advice relationship. Referring the work out to an attorney is the alternative it is meant to displace.

That matters more than it sounds at a firm of this shape. &Partners built its model around advisor ownership and concierge-level support, and it targets advisors breaking away from the wirehouses. Owners are harder to standardize than employees, because adoption cannot simply be mandated from above.

The Kitces Claim Needs a Closer Look

The strongest fact in the announcement is the market share number. Wealth.com holds the top estate planning position in the 2025 Kitces AdvisorTech Study. Third-party survey data beats vendor self-description, and weighting it more heavily is the right instinct.

Two complications follow. First, the claim reaches readers through Wealth.com own materials rather than from Kitces directly. Second, a rival cites the same study for its own number one position. EncorEstate Plans calls itself the top estate planning software for RIAs by market share, on the strength of that same 2025 edition. It also places itself alongside Trust and Will and Wealth.com in the top three by satisfaction and value. Both claims can hold at once, because they slice different segments. Neither survives as a plain statement that one vendor leads.

Fintechbits analysis

Why Estate Planning Became the Wedge

The competitive logic holds up well. Kitces research found that 24% of firms used an estate planning solution. That was up from 22% two years earlier. Only one other specialized software category grew over the same period. Tax planning was that category, which explains why Wealth.com moved into tax planning this year.

Cost helps too. Estate planning licenses ranked among the cheapest software advisors reported buying, at a median near $500 per advisor. A low price attached to a workflow that touches every client is an efficient way into an advisor routine. Once a firm builds process around one tool, switching carries costs that rarely appear in the original evaluation. Vanilla, FP Alpha, Trust and Will and EncorEstate all compete for the same ground.

What Wealth.com Is Building Around It

The &Partners deal is one of several. Wealth.com was named exclusive estate planning provider for Indivisible Partners in November 2025. The pattern of firmwide selections predates this announcement by nearly a year.

Capital sits behind it. Wealth.com raised a $65 million Series B earlier in 2026. It used the proceeds to extend from estate planning into tax planning, turning one workflow into a planning suite. In September it also became a launch partner for Claude for Financial Advisors. That puts document analysis and tax modeling inside an assistant advisors already have open. The trajectory matters more than any single logo, and it mirrors the playbook wealth platforms are running elsewhere.

None of that makes the deal a headline in its own right. &Partners gets a tool for opening harder conversations with clients. Wealth.com gets another logo, and more usefully another data point for the next survey cycle. It is a sensible vendor decision on both sides. The interest lies in the pattern rather than the transaction.

What to Watch Next

The obvious kicker needs adjusting. Kitces publishes the AdvisorTech study every couple of years. The 2025 edition followed 2023 and 2021, so the next one is expected in 2027. No 2026 study will arrive to settle the share question.

Watch instead for two things. Rivals have already begun citing the 2025 study against Wealth.com, and that will likely intensify. Watch also for whether AI distribution deals, rather than market share, become what vendors lead with. UK readers have a parallel worth tracking. The targeted support reforms are widening what firms can say to clients short of full advice. Estate planning is exactly the kind of conversation that boundary has limited.

Fintechbits covers wealth technology, advisor platforms and planning infrastructure. Nothing here constitutes financial or investment advice. All analysis represents the editorial views of Fintechbits.