WealthCounsel - About the company
WealthCounsel is an unfunded company based in Salt Lake City (United States), founded in 1997. 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 229 active competitors, including 25 funded and 4 that have exited. Its top competitors include companies like FreeWill, Farewill and Alix.
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/
- Social
- Email ID
- *****@wealthcounsel.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
1997
Location
Salt Lake City, United States
Stage
Unfunded
Ranked
8th among 229 active competitors
Employee Count
174 as on Apr 30, 2026
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WealthCounsel's funding and investors
WealthCounsel has not raised any funding rounds yet.
WealthCounsel's founders and board of directors
Founder? Claim ProfileWealthCounsel's employee count trend
WealthCounsel has 174 employees as of Apr 26. Here is WealthCounsel's employee count trend over the years:
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WealthCounsel's Competitors and alternates
Top competitors of WealthCounsel include FreeWill, Farewill and Alix. Here is the list of Top 10 competitors of WealthCounsel, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | _1566206937864.jpeg?devicePixelRatio=2&height=30&width=30){kind=logo} FreeWill 1998, New York City (United States), Series B | Legal will management solutions for non profits organizations | $30M | 69/100 | |
2nd |  Farewill 2015, London (United Kingdom), Acquired | Online platform for wills management | $36.8M | 57/100 | |
3rd |  Alix 2022, New York City (United States), Series A | Tech enabled estate planning services | $30.6M | 53/100 | |
4th | Cloud based platform offering will making solutions | $1.71M | 50/100 | ||
5th | Provider of online will preparation, power of attorney, and estate planning | $17.7M | 48/100 | ||
6th | GoodTrust 2020, Palo Alto (United States), Seed | Cloud based platform offering will management solution | $8.15M | 47/100 | |
7th |  Legal Karma 2020, Austin (United States), Series A | Will planning solutions for businesses | $6.83M | 40/100 | |
8th | WealthCounsel 1997, Salt Lake City (United States), Unfunded | Provider of cloud-based legal document software and CLE training for attorneys | - | - | 42/100 |
9th |  adeus Seed | Provider of digital will creation and secure document storage services | $381K | 37/100 | |
10th | Cloud based will creation software | - | 35/100 |
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WealthCounsel's Investments and acquisitions
WealthCounsel has made no investments or acquisitions yet.
News related to WealthCounsel
Media has covered WealthCounsel for 1 event in last 1 year, It was about company updates.
•
WealthCounsel Launches Advisors Forum to Help Financial Advisors Master Estate PlanningPR Newswire•Sep 09, 2025•WealthCounsel
•
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