David H. Lenok

What is horizontal wealth transfer?

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.

The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.

The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.

According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.