Indivisible Partners, the registered investment advisor firm founded early this year by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider of estate planning technology.
Through the collaboration, Wealth.com planning tools and services will be integrated into Indivisible Partner’s wealth management platform, giving the RIA's advisors the ability to generate accurate, real-time plans that evolve alongside clients’ financial lives.
“We set out to build the platform elite advisors told us they need, and Wealth.com fits into that commitment,” Thiel said in a statement. “For high-net-worth families with complex estates, this level of integration materially elevates the quality of advice.
"It also strengthens the advisor value proposition — enabling more transparent, collaborative and intuitive planning experiences that truly put the client first," Thiel added.
This announcement follows Wealth.com’s integration with Advyzon, the wealth management platform that underpins Indivisible’s technology platform. With both integrations now live, Indivisible’s advisors gain access to a unified environment connecting portfolio management, financial planning and estate planning.
“Estate planning has long been one of the most complex and overlooked areas of wealth management,” said Tim White, co-founder and chief growth officer at Wealth.com. “Indivisible’s forward-looking approach embodies the standard for modern advisor firms — technology-enabled, client-centered and advisor-empowering.”
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.