Charles Schwab Invests in Wealth.com to Expand Estate Planning Services

MT Newswires Live

2025/04/16

Charles Schwab (SCHW) said Wednesday it had made a minority investment in Wealth.com, a digital estate planning platform.

The company said the move would help scale Wealth.com's services and enhance estate planning offerings for financial advisors and clients.

Schwab and Wealth.com also plan to develop the platform's tools available to Schwab clients, the company said.

Terms of the deal were not disclosed.

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