Pricing at a glance
Wealth.com pricing is private and varies by channel (direct, broker-dealer corporate license, family-office tier). Public signal across 2025-2026 RIA-channel coverage puts the Core tier in the $5,000/yr range and the Family Office tier in the $7,500/yr range, per advisor. Bancroft Advisor tier is $299/mo ($3,588/yr) with no per-document fees. Bancroft Growth tier ($499/mo, $5,988/yr) adds unlimited documents and households. The order-of-magnitude cost gap is the structural disadvantage Wealth.com cannot close for the sub-25-employee RIA buyer.
Feature-by-feature
| Feature | Bancroft | Wealth.com |
|---|---|---|
| Starting price | $299/mo (Advisor) | $5,000 to $7,500/yr per advisor (Core or Family Office) |
| Per-document fees | Zero, every plan | $250 to $699 per document |
| Full white-label (custom domain + colors + fonts + branded emails) | Yes, Firm tier and above | Limited. Logo placement only. |
| End-to-end trust funding workflow | Yes (6-category letters, per-asset strategy, batch approval, client portal, proof capture, daily reminders) | No. Tracking dashboard only. |
| Built for the advisor segment specifically | Yes, single-segment from day one | Multi-segment (advisors, attorneys, RIAs, BDs). Going up-market. |
| Planning intelligence (42 opportunity-flag rules across 15 categories) | Yes | Partial |
| Wealthbox CRM integration | Yes | Yes |
| Pricing transparency | Four tiers publicly listed | Channel-dependent; varies by BD relationship |
| Est. annual cost (20 households) | $3,588 (Advisor) or $5,988 (Growth, unlimited) | $5,000 to $7,500 platform + per-doc fees, $9,000 to $20,000+ all in |
Source: Wealth.com Series B announcement (April 2026, $65M raised, Forerunner-led). Pricing and feature claims for Wealth.com sourced from publicly available pricing pages and product documentation as of May 2026. Refreshed quarterly.
The honest gate
Choose Wealth.com if
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Frequently asked
Is Bancroft a Wealth.com competitor or a different category?
Same category (estate planning software for financial advisors), different positioning. Wealth.com is going up-market to large RIAs inside broker-dealers. Bancroft is purpose-built for sub-25-employee RIAs paying out of pocket. We compete directly on features (trust funding, white-label, advisor-dedicated workflows) but rarely on the same deals because the price points are an order of magnitude apart.
Why is Wealth.com more expensive than Bancroft?
Wealth.com is venture-backed (raised $65M Series B in April 2026) and built for enterprise distribution: large RIAs, broker-dealer corporate licenses, family offices. Their cost structure (sales team, channel partnerships, enterprise infrastructure) supports the higher price. Bancroft is built for sub-25-employee RIAs paying out of pocket. Different ICP, different price structure.
Does Wealth.com offer the same trust funding workflow as Bancroft?
No. Wealth.com has a funding-tracking dashboard where advisors can see which assets are or are not in the trust. Bancroft generates the actual funding letters (6 templates, per-asset strategy enum), provides a client portal where the household downloads the packet, marks each letter as mailed, and uploads proof of delivery (encrypted into the Digital Safe vault). The daily reminder cron nudges households on outstanding items. End-to-end versus tracking-only is a different shape of product.
Can I switch from Wealth.com to Bancroft?
Yes. Migration is usually straightforward for sub-25-employee RIAs: cancel the Wealth.com subscription at term, set up the Bancroft Firm tier with your white-label, re-create households via the new-household form, and use the import workflow for existing client documents (PDFs upload directly to the Digital Safe vault). Reach out to support@usebancroft.com for migration assistance.
Next
Every claim on this page is shipping in production. The trust funding automation is at funding-letters, the security posture is at security, the full feature-by-feature comparison across all competitors is at vs-competitors.
The fastest way to see whether Bancroft fits your firm: book a 15-minute walkthrough. We will show you the actual advisor and client surfaces, your firm's name in the white-label preview, and the trust funding workflow live on a sample household.