Wealth operates an estate planning and wealth management technology platform, delivering AI-driven solutions for financial advisors and wealth management firms. The company builds backend systems, cloud infrastructure, and integrated workflows supporting estate and tax planning, enterprise API connectivity, and revenue operations automation. Headquartered in New York, Wealth serves the financial services sector with technology focused on compliance, scalability, and AI-enhanced planning tools.
| Role | Location |
|---|---|
| Paralegal, Estate Planning | New York, NY |
| Senior Product Marketing Manager | Hybrid, NY |
| Senior Manager, Financial Planning & Analysis | New York, NY |
| Senior Product Designer, AI-Native Product | New York, NY |
| Software Engineer | Hybrid, NY |
| Senior Software Engineer, DevOps | New York, NY |
| Business Development Representative - West Coast | Remote |
| Director, Revenue Operations | Phoenix, AZ |
| GTM Engineer | Phoenix, AZ |
| Strategic Accounts Onboarding Manager | New York, NY |
| Software Engineer, AI/ML (Infrastructure & Platform) | Hybrid, NY |
| Senior Software Engineer | Hybrid, NY |
| Senior Software Engineer - AI/ML | Hybrid, NY |
| Applied Scientist- AI/ML Intern | Remote |
| Support Team Associate | Remote |
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