Tim White, co-founder and chief growth officer at Wealth.com.
Wealth.com, the estate and tax planning platform, announced Wednesday a partnership with AcquireUp, a seminar marketing company for financial professionals.
The collaboration aims to help financial advisory firms grow through estate planning-led seminars, with dedicated seminar content, presentation materials, marketing enablement and acquisition strategies.
Advisors who use AcquireUp's estate planning seminar campaign package will receive access to Wealth.com, enabling immediate implementation.
Tim White, co-founder and chief growth officer at Wealth.com, told ThinkAdvisor that the partnership, in the works since January, stood out because of AcquireUp's "strong alignment around planning-led growth and its data-driven approach to advisor marketing and client acquisition."
"The team has built a highly engaged network of independent advisors and has demonstrated, through its seminar performance data, that estate planning is one of the most effective ways to drive meaningful client engagement and conversion," he said.
AcquireUp focuses on helping advisors generate and convert new opportunities, White said, while Wealth.com helps advisors deepen those relationships through modern estate and tax planning capabilities.
"Together, the partnership creates a more integrated growth model that connects prospecting directly to long-term client value and retention," he said.
Advisors have been asking for seminar materials, White said, reflecting a broader shift toward more education-driven client engagement strategies across the industry.
"Advisors are increasingly looking for resources that help them deliver more value in client conversations, support prospecting efforts and reinforce their role as holistic financial partners," he said. "Educational content around estate planning, in particular, has become an important tool for advisors seeking to deepen relationships, differentiate their services and drive long-term growth."
For many clients, estate and tax planning can feel overly complex or emotionally difficult to begin, said White. There is often uncertainty around where to start, concerns about cost or legal complexity, and a perception that estate planning is relevant only for ultra-high-net-worth individuals or an issue that can be delayed, he said.
"This partnership helps advisors address those hesitations by making estate and tax planning more approachable, educational and integrated into broader financial conversations," he said.
By introducing these topics earlier through seminars and ongoing planning discussions, White said, advisors can help clients better understand the importance of protecting assets, planning for legacy goals and ensuring that their wishes are clearly documented.
"The result is a more proactive and advice-driven experience that helps build trust while giving clients greater clarity and confidence around important financial decisions," he said.
AcquireUp has worked with more than 9,500 financial professionals, facilitated more than 160,000 seminars and engaged over 3.7 million prospects.
Last month, Wealth.com announced that it had raised $65 million in an oversubscribed Series B funding round. In 2025, Wealth.com received a ThinkAdvisor Luminaries Award for Industry Disruption in the Financial Planning category.
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