Worthy Analyzes $1 Billion in Client Income as Tax Tech Grows
Worthy, an AI-native tax-planning platform for financial advisors launched earlier this year, has analyzed over $1 billion in taxable client income. This milestone highlights the increasing adoption of Worthy's tools by financial professionals and underscores a broader trend toward advanced tax planning technologies tailored to advisory services. The company is working with partners such as Edward Jones through an ongoing pilot involving more than 300 associates, along with estate planning platform Vanilla. Co-founder Jonathan Hudacko emphasized that the ability of advisors to quickly grasp clients' full tax situations opens doors for deeper financial discussions around retirement and long-term care. Worthy is part of a growing ecosystem in AI-driven tax solutions, including offerings from Altruist's Hazel, TaxStatus, and others. The company aims to combine AI-native tax planning with broader financial advice, building on previous experience at Just Invest, which was acquired by Vanguard.
Topics: AI tax planning client income analysis financial advisors technology adoption