Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
We are seeking a Software Engineer, AI to build the next generation of AI-powered applications. This is a builder role. You will design and ship production-grade, agentic systems that deliver real user value — not prototypes or demos. You will operate at the intersection of AI, product, and engineering, taking ambiguous ideas and turning them into scalable, user-facing experiences. From document understanding to multi-step workflows, your work will directly shape how users interact with AI.
What they're looking for
- Build AI-native interfaces (agentic UIs) where users collaborate with AI
- Implement streaming, feedback loops, and iterative workflows
- Integrate and compose tools (“skills”) such as APIs, retrieval systems, and external actions
- Design product features that leverage these capabilities effectively within agent workflows
- Collaborate with AI Infrastructure to improve tool interfaces and behavior
- Degree in Computer Science, Engineering, or equivalent practical experience
More about this role
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients.
As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies.
The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be...
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