---
title: 'Senior Software Engineer - AI at Wealth.com'
canonical: 'https://feeny.ai/job/senior-software-engineer-ai-wealth-com-new-york-9pxrghvpzfzm'
type: 'job'
last_seen: '2026-09-08'
---

# Senior Software Engineer - AI at Wealth.com

- **Company:** Wealth.com
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-05-08
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/wealth-com/aed6e39e-06e5-40c3-8a26-e62a33bc4810

## Job description

## About Us

Wealth.com http://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 http://Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com http://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 http://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 http://Wealth.com a truly enjoyable workplace. Wealth.com http://Wealth.com is proud to be certified as a Great Place to Work for 2025.

## 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 You Will Do:

## OWN PROBLEMS END-TO-END

- Take loosely defined ideas and turn them into shipped, production features
- Make architectural decisions across AI systems, backend, and frontend

## BUILD REAL AI PRODUCTS (NOT DEMOS)

- Design, build, and deploy production-grade systems leveraging LLMs
- Own systems that handle real user traffic, constraints, and failure modes

## DEVELOP AGENTIC SYSTEMS

- Build multi-step workflows with reasoning, tool use, and structured outputs
- Design systems that balance autonomy, control, and reliability

## DESIGN AI-NATIVE USER EXPERIENCES

- Build AI-native interfaces (agentic UIs) where users collaborate with AI
- Implement streaming, feedback loops, and iterative workflows

## WORK WITH TOOLS / SKILLS (AI CAPABILITIES)

- 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

## DRIVE QUALITY AND PERFORMANCE

- Build evaluation and feedback loops
- Implement guardrails and monitoring
- Optimize for latency, cost, and accuracy

## WORK ACROSS THE STACK

- Backend services, APIs, data pipelines, and frontend experiences
- Ship quickly and iterate based on real usage

Qualifications:

- Degree in Computer Science, Engineering, or equivalent practical experience
- Strong software engineering fundamentals (system design, data structures, clean code)
- Proven track record of building and shipping production systems
- Proficiency in Python and/or TypeScript. Must be comfortable working across a polyglot stack, picking up new languages and frameworks as needed
- Experience building AI-powered applications in production
- Hands-on experience with agentic or multi-step AI systems
- Experience working with APIs or tool integrations within AI systems
- Ability to operate in ambiguous, fast-moving environments

Preferred Qualifications (Bonus Points):

- Experience building end-to-end agentic applications
- Experience with:
- Agent frameworks (LangGraph, LangChain, etc.)
- Evaluation / observability systems
- RAG systems and vector databases
- Experience with cloud infrastructure, preferably AWS or GCP.
- Experience in regulated domains (finance, legal, real estate, healthcare, etc.)

## Benefits & Perks

- Competitive salary.
- Hybrid work arrangement in the New York area
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

## About Wealth.com

## Company Overview
- **One-liner**: Wealth.com is an AI-powered estate and tax planning platform that enables financial advisors to deliver scalable, proactive planning to their clients.
- **Entity Type**: Private (backed by leading institutional investors including Google Ventures, Charles Schwab, and Citi)
- **Headquarters**: Tempe, Arizona, USA (with additional offices in New York City and San Francisco)
- **Founded**: 2020 (founded after Rei Carvalho sold Emailage to LexisNexis)
- **Founders**: Rei Carvalho (Co-Founder & Executive Chairman), Rafael Loureiro (CEO), Tim White (Co-Founder)

## Core Business
- **Primary industry/industries**: Financial Services – Estate Planning & Tax Planning Software
- **Target customers**: B2B – Financial advisors, wealth managers, private banks, broker-dealers, and RIAs serving mass affluent to ultra-high-net-worth clients
- **Mission or purpose**: “Remove the complexity from estate planning and give families, and the advisors who serve them, the clarity and confidence to plan for every tomorrow.” [wealth.com](https://www.wealth.com/about/)

## Products & Services
- **[Estate Planning Platform]**: A unified SaaS platform for creating attorney-grade documents (wills, trusts, powers of attorney, healthcare directives) and managing the full estate planning lifecycle.
- **[Ester® AI Engine]**: AI that extracts, summarizes, and analyzes existing estate and tax documents, turning complex documents into actionable insights.
- **[Scenario Builder]**: Visualization tool that models wealth transfer, tax implications, and multi-generational estate scenarios.
- **[Vault]**: Secure document storage and sharing portal for clients and their trusted advisors.
- **[Tax Planning Module]**: Integrated tax analysis that brings estate and tax planning together, enabling continuous optimization.
- **[Integrations]**: Direct API integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, Carta, Coinbase, Zillow, and more.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (privately held)
- **Key Metric**: Combined AUM of wealth managers using Wealth.com exceeds $15 trillion [wealth.com](https://www.wealth.com/about/)
- **Notable Investors/Partners**: Google Ventures, Charles Schwab, Citi Ventures, Anthos Capital, Alumni Ventures, Dynasty Financial Partners, Titanium Ventures, Pruven Capital, Fifty Three Stations (The Pritzker Organization), Firebolt Ventures, Bela Juju Ventures, Kfund [wealth.com](https://www.wealth.com/about/)
- **Growth Signals**: LinkedIn followers grew 56.5% year-over-year (12,617 followers). Active job postings increased 116.7% year-over-year (13 open roles). Offices expanded to three major U.S. cities (NYC, Tempe, SF). [linkedin.com](https://www.linkedin.com/company/wearewealth)

## Competitive Advantages
- **AI-native platform**: Ester® AI extracts and analyzes legal documents, saving advisors hours of manual review.
- **Full lifecycle coverage**: From document creation to ongoing monitoring and tax optimization – not just a document generator.
- **Deep integrations**: Connects with the most widely used wealth management tools (CRMs, portfolio systems, custodians), reducing data entry.
- **Institutional trust**: Used by the largest private banks, wirehouses, and broker-dealers, with over $15 trillion in AUM represented.
- **Advisor-led model**: Strengthens advisor-client relationships by keeping the advisor at the center of planning.

## Strategic Focus
- **AI & automation**: Continued investment in AI (Ester®) to further automate document analysis, tax scenario modeling, and proactive planning alerts.
- **Tax planning expansion**: Deepening the tax module to make tax optimization a continuous, integrated part of estate planning.
- **Platform scale**: Growing the number of firms and advisors using the platform, expanding into new segments (emerging wealth to UHNW).
- **Partnership ecosystem**: Building additional integrations and strategic partnerships with financial institutions and technology providers.

## Why Work Here
- **Culture**: Five core values – Compassionate Honesty, Seek Progress Not Perfection, We Win Together, Inspired to Innovate, Accountability Matters. [wealth.com](https://www.wealth.com/careers/)
- **Work model**: Hybrid/office-based with modern collaborative spaces in NYC (NoMad), Tempe (downtown), and San Francisco. “We believe our best work happens when people spend meaningful time together.” [wealth.com](https://www.wealth.com/careers/)
- **Benefits**: Free lifetime estate planning for employees, 401k with 100% company match and immediate vesting, full medical/dental/vision coverage, equity (stock options), flexible PTO, paid parental leave, paid holidays (including your birthday). [wealth.com](https://www.wealth.com/careers/)
- **Engineering culture**: Focus on AI/ML, security, and platform engineering. Open roles include Senior Software Engineer - AI/ML, Senior Security Engineer, Applied Scientist - AI/ML Intern. [linkedin.com](https://www.linkedin.com/company/wearewealth)
- **Growth**: Rapidly scaling company with strong year-over-year hiring growth and a mission-driven product that directly impacts families’ financial security.

## Sources
1. [wealth.com - About](https://www.wealth.com/about/)
2. [wealth.com - Careers](https://www.wealth.com/careers/)
3. [linkedin.com - Wealth.com](https://www.linkedin.com/company/wearewealth)
4. [cbinsights.com - Wealth.com](https://www.cbinsights.com/company/wealth)

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