When was WealthCounsel founded?

WealthCounsel was founded in 1997.

Where is WealthCounsel located?

WealthCounsel is headquartered in Salt Lake City, United States.

How many employees does WealthCounsel have?

As of Sep 30, 2026, the latest employee count at WealthCounsel is 180.

Where does WealthCounsel rank among its competitors?

WealthCounsel ranks 41st amongst 283 active competitors, of which 34 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Luminary, which secured $22M in Sep, 2026.

Who are the top competitors of WealthCounsel?

WealthCounsel's top competitors include Empathy, Trust and Will and Vanilla. Among them, Luminary secured the most recent funding round in September, 2026.

WealthCounsel - 2026 Company Profile, Team & Competitors

WealthCounsel is an unfunded company based in Salt Lake City (United States), founded in 1997 by Cecil Smith. It operates as a Provider of cloud-based legal document software and CLE training for attorneys. WealthCounsel has not raised any funding yet. The company has 283 active competitors, including 34 funded and 8 that have exited. Its top competitors include companies like Empathy, Trust and Will and Vanilla.

Company Details

Provider of cloud-based legal document software and CLE training for attorneys. It offers software solutions for estate planning, elder law, business law, and firearms planning. The software includes interactive templates and tools for drafting various legal documents. Additionally, the company provides on-demand and live continuing legal education (CLE) training and resources to support attorneys' professional development. A community forum allows for attorney networking and collaboration.

Website: www.wealthcounsel.com/
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Email ID: *****@wealthcounsel.com
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Key Metrics

Founded Year

1997

Location

Salt Lake City, United States

Stage

Unfunded

Ranked

41^st among 283 active competitors

Employee Count

180 as on Sep 30, 2026

Similar Companies

FreeWill & 337 more

View WealthCounsel's full profile

WealthCounsel has not raised any funding rounds yet.

The founders of WealthCounsel is Cecil Smith. Henna Shah is the CEO of WealthCounsel.

Here are the details of WealthCounsel's key team members:

Cecil Smith: Founder of WealthCounsel.
Henna Shah: CEO of WealthCounsel.

View details of WealthCounsel's Founder profiles and Board Members

WealthCounsel's employee count trend

WealthCounsel has 180 employees as of Sep 26. Here is WealthCounsel's employee count trend over the years:

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Top competitors of WealthCounsel include Empathy, Trust and Will and Vanilla. Here is the list of Top 10 competitors of WealthCounsel, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Empathy 2021, New York City (United States), Series C	Provider of support solutions for legacy planning, loss, and leave	$162M	Adams Street Partners, Index Ventures & 28 others	72/100
2nd	Trust and Will 2017, San Diego (United States), Series C	Cloud based platform offering legal will planning solutions	$75M	UBS, Link Ventures & 28 others	66/100
3rd	Vanilla 2019, Los Angeles (United States), Series C	Providing solutions to investment advisors for estate planning	$84.3M	Insight Partners, Venrock & 12 others	63/100
4th	Wealth 2021, Tempe (United States), Series B	Online estate planning platform	$111M	Google Ventures, Anthos Capital & 12 others	61/100
5th	FreeWill 1998, New York City (United States), Series B	Legal will management solutions for non profits organizations	$30M	Iconiq Capital, Bain Capital Double Impact ... & 10 others	60/100
6th	Farewill 2015, London (United Kingdom), Acquired	Provider of online legal forms for wills and probate services	$36.8M	Highland Europe, Augmentum Fintech & 34 others	56/100
7th	Luminary 2022, New York City (United States), Series A	Developer of AI-powered software for trust and estate planning professionals	$31.5M	8VC, BNY & 7 others	55/100
8th	Tomorrow 2015, Seattle (United States), Acquired	Online will planning and life insurance comparison platform	$21.6M	Sinai Ventures, IDC Ventures & 16 others	54/100
9th	Safewill 2011, Sydney (Australia), Series B	Provider of online will preparation, power of attorney, and estate planning	$17.7M	Reinventure Group, King River & 9 others	51/100
10th	Goodwill 2019, Singapore (Singapore), Acquired	Platform offering will planning solution	$250K	Entrepreneurs First	50/100
41st	WealthCounsel 1997, Salt Lake City (United States), Unfunded	Provider of cloud-based legal document software and CLE training for attorneys	-	-	29/100