Worthy’s AI-driven tax tools for advisors reach a milestone, reflecting rising adoption of automated tax planning in wealth management.
AI-native tax-planning platform Worthy has analyzed over $1 billion in taxable client income since its launch earlier this year. The company said the milestone underscores growing demand for its tools among financial advisors, enabling faster tax insights and broader financial planning discussions.
Worthy’s client base includes a pilot with over 300 Edward Jones associates and a partnership with estate planning platform Vanilla. The company was founded by former Just Invest executives, which Vanguard acquired in 2021, and focuses on integrating AI-driven tax planning with financial advisory services.
The platform’s rapid adoption highlights a broader industry shift toward advanced tax technology in wealth management. Worthy’s CEO noted the tools accelerate client conversations on retirement, estate planning, and long-term care.