In the days leading up to Memorial Day, two estate planning platforms—Vanilla and Wealth.com—announced separate partnerships that extend their reach among financial advisors. The deals come as an estimated $124 trillion in assets is expected to transfer between generations over the coming decades, a figure cited by Wealth.com as a key driver of advisor interest in multigenerational planning.
Vanilla said it has partnered with Carson Group, bringing its estate planning tools to more than 600 advisors across Carson's network of over 165 partner offices nationwide. Carson Group oversees more than $58 billion in assets under management and serves over 60,000 client families, according to the firm. Vanilla's platform handles both straightforward document creation and complex scenario modeling for high-net-worth and ultra-high-net-worth clients. The company already counts Osaic, Cetera, Mariner, and Vanguard as firm partners. Gene Farrell, Vanilla's CEO, said in a statement that estate planning is one of the most meaningful services an advisor can offer but remains underutilized.
Wealth.com, meanwhile, announced a strategic partnership with AcquireUp, a seminar marketing company that has worked with more than 9,500 financial professionals and facilitated over 160,000 seminars. The collaboration aims to help advisory firms use estate planning-focused seminars as a client acquisition channel, bundling Wealth.com's platform access with AcquireUp's seminar content and marketing support. According to AcquireUp's 2026 Industry Index, educational and meal-based seminars account for 25% of benchmark production among financial advisors. The companies said advisors who lead estate planning seminars using Wealth.com's platform see a $21,000 revenue advantage per campaign and a 33% increase in advisory clients, based on AcquireUp's proprietary seminar data. Tim White, co-founder and chief growth officer at Wealth.com, said advisors need more effective ways to differentiate and create meaningful client conversations that translate into action. Greg Bogich, CEO of AcquireUp, added that the partnership was built around content that performs in a seminar context and a framework for engaging the next generation of clients.
Separately, Envestnet and Osaic deepened their existing technology partnership. As of March 31, Envestnet supports more than 733,000 Osaic advisor accounts, with $7 trillion in assets across its entire platform. The expanded relationship strengthens the technology infrastructure underpinning Osaic's wealth management platform, focusing on unified managed accounts, separately managed accounts, and fund strategist provider sleeves—vehicles that allow advisors to manage client assets within a single system rather than across fragmented platforms. Total assets on the Osaic platform powered by Envestnet increased 20% year-over-year from 2024 to 2025, the companies said. Osaic supports more than 10,000 financial professionals. Envestnet's private wealth solutions, designed for high-net-worth and ultra-high-net-worth clients, saw adoption grow approximately 60% over the past two years across the Osaic platform. The announcement cited Cerulli survey research which found that 87% of advisors believe their technology stack effectively supports their key business objectives. Chris Todd, CEO of Envestnet, said the asset streamlining and advisor scalability their ecosystem delivers can fundamentally change what Osaic's affiliated advisors can do for their clients and their practices.
VastAdvisor, an AI-powered growth platform for wealth management advisors, announced native integrations with Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot. The connectors enable bi-directional data sync between VastAdvisor's relationship intelligence tools and the CRM environments advisory firms already use, eliminating what the company describes as a persistent source of manual reconciliation across disconnected systems. The integrations are available to VastAdvisor customers on professional and enterprise tiers. Ian Karnell, co-founder and CEO, said the move closes the last meaningful gap between where client data lives and where growth opportunities get acted on.
These developments underscore the industry's focus on estate planning as a retention and acquisition tool. For more on how advisors are addressing the wealth transfer, see Estate Planning as Retention: $84 Trillion Transfer Demands Advisor-Family Engagement and Bernstein Survey: UHNW Families Prioritize Estate Planning as Geopolitical Anxiety Rises.
