The Wealth.com integration represents the first external partnership contributing a dedicated agent to Dynasty’s AI suite, Dynasty said.

Dynasty Financial Partners has agreed to embed the AI-powered estate and tax intelligence system – Ester™ – of Wealth.com in its Dynasty Desktop.

St Petersburg-headquartered Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The Wealth.com integration represents the first external partnership contributing a dedicated agent to Dynasty’s AI suite, Dynasty said.

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. Dynasty said it will also make Wealth.com’s full planning platform available to advisors serving high net worth and ultra-HNW families who require advanced estate and tax strategies. 

“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,” Dynasty said in a statement. 

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 arrangement plugs into Dynasty’s national network of independent partner firms, representing more than 600 advisors and over $125 billion in assets. 

“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,” Shirl Penney (main picture), Dynasty founder and CEO, said. “We are giving every advisor in our network a stronger foundation for comprehensive planning.”

“At a time when advisors are expected to deliver increasingly sophisticated guidance, estate and tax intelligence cannot live in silos,” Tim White, co-founder and chief growth officer at Wealth.com, said.

In February, Dynasty Financial Partners wrapped up a minority capital raise today supported by stakeholders including its employees, clients, and resource partners. The specific amount of capital raised was not disclosed.