---
title: 'Software Engineer at Wealth.com'
canonical: 'https://feeny.ai/job/software-engineer-wealth-com-new-york-wrywptdvj45s'
type: 'job'
last_seen: '2026-10-13'
---

# Software Engineer at Wealth.com

- **Company:** Wealth.com
- **Location:** New York, NY / Tempe, AZ / San Francisco, CA
- **Compensation:** $140k–$175k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-05-11
- **Last confirmed live:** 2026-10-13
- **Apply:** https://jobs.ashbyhq.com/wealth-com/5f50c096-5e61-4ad8-b487-b6d8912e386c

## 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 the delivery of estate planning guidance to 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 Opportunity As a Software Engineer at [Wealth.com](http://Wealth.com), you will help design, build, and scale the backend systems powering our estate planning, tax planning, and AI-driven products used by tens of thousands of financial advisors and their clients. You'll work on a TypeScript-first stack alongside engineers who have shipped production software at scale, and you'll have significant ownership over the systems you build — from architecture and implementation through deployment, monitoring, and iteration. We're hiring across multiple product areas (estate planning, tax planning, Esther AI, platform/integrations) and will match strong engineers to the team where they're most excited to contribute.

## Your Responsibilities

- Design, build, and operate backend services that power [Wealth.com](http://Wealth.com)'s products — including APIs, data pipelines, and integrations with enterprise wealth management platforms
- Take features from spec through design, implementation, testing, deployment, and post-launch monitoring; own what you ship
- Write production-grade TypeScript code with strong testing, observability, and operational discipline
- Collaborate with product managers, designers, and other engineers to translate ambiguous problems into well-scoped technical solutions
- Contribute to system design decisions around scalability, reliability, security, and performance
- Participate in code review, technical design discussions, and on-call rotations as the team grows
- Help shape engineering culture, tooling, and best practices as we scale the org

## Qualifications

- 3+ years of professional software engineering experience shipping backend systems to production
- Strong proficiency in TypeScript, or deep experience in another typed language (Java, Go, C#, Kotlin, Rust) with demonstrated ability to ramp quickly into TypeScript
- Hands-on experience designing and operating systems at meaningful scale — handling real traffic, real data volumes, and real users
- Solid grasp of backend fundamentals: API design (REST/gRPC), relational and NoSQL databases, messaging/event-driven systems, caching, and concurrency
- Experience with cloud infrastructure (AWS, GCP, or Azure), containerization (Docker/Kubernetes), and modern CI/CD workflows
- Production-grade operational mindset: logging, metrics, tracing, alerting, incident response, and a track record of supporting what you ship
- Comfortable working in a fast-paced, ambiguous, startup environment where priorities shift and you're expected to drive your own work
- Strong written and verbal communication; able to collaborate across product, design, and other engineering teams

Bonus

- Prior experience at an early or growth-stage startup, ideally one where you helped scale systems from early traction through significant growth
- Experience in fintech, wealth management, or other regulated environments (compliance, audit, PII handling)
- Background in AI/ML infrastructure, LLM-powered product development, or document processing (OCR, extraction pipelines)
- Experience integrating with enterprise platforms used by financial institutions (custodians, CRMs, portfolio management systems)
- Exposure to TypeScript ecosystem tools: Node.js, NestJS, tRPC, Prisma, PostgreSQL
- Bachelor's degree in Computer Science, a related field, or equivalent practical experience

## Benefits & Perks

- Competitive Salary.
- Hybrid in the NYC Office (3x a week)
- 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
- 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.
- Free estate planning for life!

## 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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- [Technical Account Manager, Institutional](https://feeny.ai/job/technical-account-manager-institutional-wealth-com-new-york-28wqr9tw2081) — New York, NY
- [Staff Product Manager](https://feeny.ai/job/staff-product-manager-wealth-com-new-york-d3tcmaffx627) — New York, NY / Tempe, AZ / San Francisco, CA
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- [Staff Product Designer](https://feeny.ai/job/staff-product-designer-wealth-com-new-york-vvvq2sys5bcz) — New York, NY / Tempe, AZ / San Francisco, CA
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