---
title: 'Technical Support Associate at Wealth.com'
canonical: 'https://feeny.ai/job/technical-support-associate-wealth-com-united-states-wwr9tprn92xq'
type: 'job'
last_seen: '2026-09-08'
---

# Technical Support Associate at Wealth.com

- **Company:** Wealth.com
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2025-10-02
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/wealth-com/fcd184e8-d7c9-4c58-b5f5-56b7ee5c80ac

## Job description

About Wealth.com http://Wealth.com

Wealth.com http://Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com http://wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com http://wealth.com a place where everyone truly enjoys working. Wealth.com http://Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

## About the Role

We’re looking for a technically fluent Support Associate to join our growing support team — specifically to help cover East Coast hours where we have a critical gap in support volume. This is not a traditional L1 ticket-handling role. Our AI support bot handles the bulk of routine inquiries, which means your time will be spent on the complex, technical, and nuanced issues that require real troubleshooting depth.

You’ll work closely with Product and Engineering, serve as a technical escalation point for the support team, and help drive improvements to our platform through quality feedback loops. If you’re someone who gets energized by digging into a tricky bug, reading logs, and coordinating with engineers to ship a fix — this role was built for you.

## What You’ll Do

- Serve as the technical escalation point for complex client issues — diagnosing, reproducing, and resolving problems that go beyond standard documentation.
- Read and interpret application logs, error traces to identify root causes and communicate findings clearly to Engineering.
- Triage and manage integration-related issues across third-party platforms and coordinating with Product and Engineering through to resolution.
- Partner closely with Engineering and Product teams on bug escalations, feature requests, and platform improvements — acting as the voice of the client internally.
- Respond to client support requests via phone, email, and live chat (EST hours) with a high degree of technical accuracy and professionalism.
- Investigate and document issues that fall outside existing runbooks, contributing to a growing internal knowledge base and escalation playbooks.
- Actively contribute to AI support system improvements — analyzing edge cases, flagging gaps in bot coverage, and helping refine our chatbot’s effectiveness.
- Utilize tools including Intercom, Salesforce, and internal dashboards to manage ticket workflows and maintain visibility across open issues.

## What We’re Looking For

- 3+ years of experience in technical support, application support, or a customer-facing engineering-adjacent role.
- Demonstrated ability to read and interpret logs, and error messages — you don’t need to be handed a solution, you can find one.
- Experience working with integrations, webhooks, or third-party platform troubleshooting strongly preferred.
- Track record of collaborating directly with Engineering and Product teams on escalations, bug reports, and feature feedback.
- Background in financial services, wealthtech, legaltech, or SaaS platforms is a strong plus — estate planning experience is a bonus.
- Comfortable operating in a fast-paced startup environment with evolving priorities and limited process documentation.
- Strong written and verbal communication skills — you can translate a technical root cause into plain language for a non-technical client.
- East Coast-based or fully available to work EST hours.
- Familiarity with tools such as Intercom, Salesforce, Datadog, or similar support/observability platforms.
- Bachelor’s degree or equivalent years of experience.

## Nice to Have

- Experience working with or alongside AI-powered support tools or chatbot platforms.
- Exposure to estate planning, trust and will workflows, or legal/financial SaaS.
- Familiarity with SQL or basic scripting for log analysis or data validation.

Why You’ll Love Working for Wealth.com http://Wealth.com

- Flexible work environment. We do however meet together in person several times a year.
- 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.
- Generous PTO that grows with you — start with 15 days of vacation your first year, increasing annually up to 20 days.
- Flexible, use-it-your-way vacation — take time off in as little as one-hour increments.
- Take time off for holidays — and yes, your birthday counts too.
- Free estate planning!

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)

## Other roles at Wealth.com

- [Product Manager, AI](https://feeny.ai/job/product-manager-ai-wealth-com-new-york-h6jat2gfmd3v) — New York, NY / Tempe, AZ / San Francisco, CA
- [Director, People Operations, Programs, & AI Innovation](https://feeny.ai/job/director-people-operations-programs-ai-innovation-wealth-com-new-york-142m87svqg5s) — New York, NY
- [Account Manager, Mid Market](https://feeny.ai/job/account-manager-mid-market-wealth-com-united-states-ar3jm7zb6cyg) — United States
- [Account Manager, Enterprise](https://feeny.ai/job/account-manager-enterprise-wealth-com-united-states-qpeqz2sdb42b) — United States
- [Senior Data Analyst, Product](https://feeny.ai/job/senior-data-analyst-product-wealth-com-new-york-1wf4zt3qnsaa) — New York, NY
- [Regional Sales Manager - West Region](https://feeny.ai/job/regional-sales-manager-west-region-wealth-com-united-states-17cdvq3zsxwa) — United States
- [Client Support Associate](https://feeny.ai/job/client-support-associate-wealth-com-united-states-ycrzf4grvpn5) — United States
- [Paralegal, Estate Planning](https://feeny.ai/job/paralegal-estate-planning-wealth-com-new-york-gtwqgme501gf) — New York, NY
- [Senior Product Marketing Manager](https://feeny.ai/job/senior-product-marketing-manager-wealth-com-new-york-x4xwysam1zqh) — New York, NY
- [Senior Product Designer, AI-Native Product](https://feeny.ai/job/senior-product-designer-ai-native-product-wealth-com-new-york-wkdqjhyyprjc) — New York, NY