Press kit
Writing about WealthScan?
Everything you need to cover us accurately — logos, screenshots, boilerplate, and a real human you can reach.
Fast facts
- Founded
- 2024
- HQ
- United States
- Category
- Wealth-tech / Advisor coordination
- Who it's for
- Families, financial advisors, CPAs, and estate attorneys
Company boilerplate
WealthScan is the institutional discovery engine for families and the professionals who serve them. The platform unifies net worth, taxes, and estate planning into a single client-owned record — and lets a household's advisor, CPA, and estate attorney coordinate against the same source of truth. WealthScan replaces the fragmented PDFs, fact-finders, and email chains that have historically defined high-net-worth coordination.
Logos
Product screenshot
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Media contact
press@wealthscan.aiWe respond to journalists within 24 hours on weekdays.