Wealth.com partners with AcquireUp to expand estate planning seminars for advisors

Wealth.com  has partnered with AcquireUp, a seminar marketing company for financial advisors, to help advisory firms use estate planning seminars as a client acquisition and growth tool.

Under the partnership, advisors using AcquireUp’s estate planning seminar campaigns will gain access to Wealth.com’s estate and tax planning platform, along with seminar content, presentation materials, marketing support, and client acquisition strategies.

The companies say the offering is designed to help advisors convert seminar attendees into clients and strengthen long-term relationships through estate planning services. According to AcquireUp, advisors who combine estate planning seminars with Wealth.com’s platform generate an average revenue advantage of $21,000 per campaign, create a new revenue stream through estate documents, and see a 33% increase in advisory clients.

AcquireUp says it has worked with more than 9,500 financial professionals, facilitated over 160,000 seminars, and engaged more than 3.7 million prospects.

The announcement follows Wealth.com’s $65 million Series B funding round announced in April 2026.