Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
As a Senior Software Engineer at Wealth.com, you will help design, build, and scale the backend systems powering our estate planning, tax planning, and AI-driven products used by tens of thousands of financial advisors and their clients. You'll work on a TypeScript-first stack alongside engineers who have shipped production software at scale, and you'll have significant ownership over the systems you build — from architecture and implementation through deployment, monitoring, and iteration.
We're hiring across multiple product areas (estate planning, tax planning, Ester AI, platform/integrations, Family Office Suite, and more) and will match strong engineers to the team where they're most excited to contribute.
Design, build, and operate backend services that power Wealth.com's products — including APIs, data pipelines, and integrations with enterprise wealth management platforms
Take features from spec through design, implementation, testing, deployment, and post-launch monitoring; own what you ship
Write production-grade TypeScript code with strong testing, observability, and operational discipline
Collaborate with product managers, designers, and other engineers to translate ambiguous problems into well-scoped technical solutions
Contribute to system design decisions around scalability, reliability, security, and performance
Participate in code review, technical design discussions, and on-call rotations as the team grows
Help shape engineering culture, tooling, and best practices as we scale the org
5+ years of professional software engineering experience shipping backend systems to production
Strong proficiency in TypeScript, or deep experience in another typed language (Java, Go, C#, Kotlin, Rust) with demonstrated ability to ramp quickly into TypeScript
Hands-on experience designing and operating systems at meaningful scale — handling real traffic, real data volumes, and real users
Solid grasp of backend fundamentals: API design (REST/gRPC), relational and NoSQL databases, messaging/event-driven systems, caching, and concurrency
Experience with cloud infrastructure (AWS, GCP, or Azure), containerization (Docker/Kubernetes), and modern CI/CD workflows
Production-grade operational mindset: logging, metrics, tracing, alerting, incident response, and a track record of supporting what you ship
Comfortable working in a fast-paced, ambiguous, startup environment where priorities shift and you're expected to drive your own work
Strong written and verbal communication; able to collaborate across product, design, and other engineering teams
Prior experience at an early or growth-stage startup, ideally one where you helped scale systems from early traction through significant growth
Experience in fintech, wealth management, or other regulated environments (compliance, audit, PII handling)
Background in AI/ML infrastructure, LLM-powered product development, or document processing (OCR, extraction pipelines)
Experience integrating with enterprise platforms used by financial institutions (custodians, CRMs, portfolio management systems)
Exposure to TypeScript ecosystem tools: Node.js, NestJS, tRPC, Prisma, PostgreSQL
Bachelor's degree in Computer Science, a related field, or equivalent practical experience
Competitive Salary.
Hybrid in the NYC Office (3x a week)
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
100% Paid Parental Leave upon eligibility
Company equity managed through Carta.
401k with Match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!
Skills Required
- 5+ years of professional software engineering experience shipping backend systems to production
- Strong proficiency in TypeScript or deep experience with Java, Go, C#, Kotlin, or Rust, with the ability to ramp quickly into TypeScript
- Experience designing and operating systems at meaningful scale with real traffic, data volumes, and users
- Knowledge of API design, relational and NoSQL databases, messaging and event-driven systems, caching, and concurrency
- Experience with AWS, GCP, or Azure; Docker or Kubernetes; and modern CI/CD workflows
- Experience with logging, metrics, tracing, alerting, incident response, and production system support
- Ability to work independently in a fast-paced, ambiguous startup environment
- Strong written and verbal communication and cross-functional collaboration skills
- Early- or growth-stage startup experience
- Experience in fintech, wealth management, or regulated environments
- AI/ML infrastructure, LLM-powered products, or document processing experience
- Experience integrating with enterprise financial platforms
- Experience with Node.js, NestJS, tRPC, Prisma, or PostgreSQL
- Bachelor's degree in Computer Science, a related field, or equivalent practical experience
Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth and has not been reviewed or approved by Wealth.
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Inclusive Benefits Coverage — Health coverage is described as full medical, dental, and vision “for you and your family,” indicating dependent eligibility. The phrasing is noted as more generous than the typical employee‑only baseline.
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Retirement Support — A 401(k) with 100% company match and immediate vesting from day one is explicitly advertised. This day‑one vesting is characterized as an unusually employee‑friendly design and is called out repeatedly in company materials.
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Leave & Time Off Breadth — The package includes flexible/unlimited PTO, paid holidays (including your birthday), and paid parental leave. These offerings span rest, holidays, and family time.
Wealth Insights
What We Do
Wealth.com is the industry’s leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to the most sophisticated estate strategies. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, the 2024 Best Technology Provider in the Trust category, and #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Why Work With Us
We are about 150 people and our platform already supports thousands of wealth management firms, so there is more to own here than at most places. You will work with engineers, lawyers and tax experts on problems where a wrong answer has real consequences.
