Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era

PHOENIX--(BUSINESS WIRE)--Apr 14, 2026--

Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester Intelligence, is entering a new era, expanding from document and planning intelligence into a fully integrated intelligence layer for modern wealth management.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260414894697/en/

Ester Intelligence initially transformed how advisors interact with estate documents – extracting, structuring and summarizing complex legal information. Today, it extends far beyond that foundation, synthesizing estate documents, tax returns, balance sheets and planning logic into a unified intelligence system. Rather than delivering analysis alone, Ester Intelligence provides clear, actionable answers. Advisors can ask complex questions across a client’s financial life and receive precise, fully contextualized insights in seconds – enabling them to move from information to action with confidence.

“Ester Intelligence reflects where wealth management is going,” said Danny Lohrfink, co-founder and chief product officer at Wealth.com. “It’s designed as a system of specialized agents, starting with estate planning and tax planning, and expanding over time, that work together to understand the full client picture. By combining deterministic calculations with real planning expertise, we are equipping advisors to move beyond fragmented analysis toward a more continuous, connected approach to planning.”

With this release, Wealth.com is expanding how Ester Intelligence is delivered. In addition to its native experience within the platform, firms can now integrate Ester Intelligence directly into their broader technology ecosystem – bringing estate and tax intelligence into the workflows advisors already rely on. This approach allows advisors to access advanced insights without changing systems or retraining, positioning Ester as part of the infrastructure supporting modern wealth management.

The Estate Planning and Tax Planning Agents are purpose-built to handle complex, domain-specific workflows. Together, they leverage proprietary data, attorney- and CPA-annotated documents and deterministic calculation engines to deliver outputs and recommended actions that are consistent, explainable and aligned with fiduciary standards. Additional agents will be introduced this year to expand capabilities across the planning lifecycle.

This progression reflects a broader shift in how AI supports advisors – from insight to execution. Ester Intelligence has evolved through distinct stages: first as a thought partner, helping advisors interpret estate documents; then as an assistant, capable of running complex tax and estate analyses. With this release, it reaches Level 3 – operating as a teammate that can conduct research, perform analysis and generate client-ready deliverables within a single workflow.

Looking ahead, the platform is designed to reach Level 4, moving toward autonomous execution. For example, if a client submits tax documents overnight, Ester Intelligence can ingest the files, analyze the data, identify planning opportunities and generate a proposal for advisor review – before the advisor logs on the next morning.

Unlike general-purpose AI tools, Ester Intelligence is purpose-built for estate and tax planning, where precision, governance and auditability are critical. Its deterministic approach ensures outputs are grounded in real law and structured logic, enabling advisors to deliver recommendations with confidence while meeting enterprise standards.

Ester Intelligence is included as a core part of the Wealth.com platform. The Estate Planning Agent is available to all customers, and the Tax Planning Agent is included at no additional cost for firms using Wealth.com Tax Planning, ensuring that every advisor has access to advanced planning intelligence without additional cost or complexity.

As firms continue to invest in AI, Ester Intelligence represents a shift from standalone tools to embedded intelligence – supporting more informed decision-making across the client lifecycle.

To learn more, visit wealth.com/ester-intelligence.

About Wealth.com

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

Source: Notion, "The AI Transformation Model"

Jamahl Mosley was fired as coach of the Orlando Magic on Monday, paying the widely expected price after the team blew a 3-1 series lead and got eliminated by the Detroit Pistons in Round 1 of the Eastern Conference playoffs, a person with knowledge of the move told The Associated Press.

The person spoke on condition of anonymity pending the team announcement.

It was Orlando’s third consecutive first-round playoff exit, and easily the most disappointing. Not only did the eighth-seeded Magic lose all three chances to upset the top-seeded Pistons, but one of those games saw Orlando have a 24-point second-half lead at home and still lose. Orlando missed 23 consecutive shots in that Game 6 loss on Friday, getting booed by fans when it was over.

That loss probably was the one that sealed Mosley’s fate, even though the loss in Game 7 at Detroit on Sunday was the one that ended the season.

Mosley is the third-winningest coach in Magic history, his 189 wins behind only Brian Hill (267) and Stan Van Gundy (259). He inherited a team that was in the early stages of a rebuild, with Franz Wagner and Jalen Suggs entering the league as rookies in his first season and then the Magic winning the lottery to draft Paolo Banchero No. 1 overall before Mosley’s second season.

Orlando won 22 games in Mosley’s first season, improved to 34-48 in Year 2 and has been .500 or better in all three seasons since — 47-35 in 2023-24, 41-41 last season and 45-37 this season.

That makes the Magic one of 10 teams — Boston, Cleveland, Denver, Houston, the Los Angeles Clippers, the Los Angeles Lakers, Minnesota, New York, Oklahoma City are the others — to have not finished below .500 in any of the last three seasons.

It wasn’t enough. And with much of the team’s core — Banchero, Wagner, Suggs, Desmond Bane and more — under contract for the foreseeable future, the Magic clearly felt the best way to shake things up was to bring in a new coach.

“It’s been absolutely amazing journey with these guys,” Mosley said. “Their ability to grow, communicate ... we’re going to fight until the final horn goes off. And that’s what you’ve seen for a majority of the five years.”

It is a roster in need of upgrading in some ways, shooting perhaps foremost among them after Orlando was only 27th in the 30-team league in 3-point percentage this season. Injuries have also been a major issue for the Magic, including in the playoffs — with Wagner unable to play in the final three games, all losses, against Detroit.

Mosley’s job security was a talking point for much of the season, especially amid reports that he and Banchero were not on the same page. In March, Banchero acknowledged that were some moments of conflict — but thought Orlando was better for going through that.

“We’re both competitors,” Banchero said when asked then about his relationship with Mosley. “There were times where I was frustrated and I wasn’t playing as well as I think I should be. But it never became me pointing the finger at him or being disrespectful. It was all constructive; he’s talking to me, I’m talking to him. And winning, it cures everything.”

Evidently, there wasn’t enough winning.

Mosley had two seasons left on an extension that he and the Magic agreed on in March 2024. The team lauded his “preparation, work ethic, ability to connect with the players and passion he brings to the job every day brings positive results, both on the court and off” when announcing that deal.

Barely two years later, he and the Magic were parting ways.

Only seven coaches have been in their current jobs longer than Mosley was with Orlando — Miami’s Erik Spoelstra (hired in 2008), Golden State’s Steve Kerr (2014), the Clippers’ Tyronn Lue (2020), Oklahoma City’s Mark Daigneault (2020), Minnesota’s Chris Finch (2021), Indiana’s Rick Carlisle (2021) and Dallas’ Jason Kidd (2021).

Mosley spent 15 years as an assistant in Denver, Cleveland and Dallas — and was often mentioned as a candidate for head-coaching jobs around the league over that span — before Orlando hired him. He had a long relationship with Magic basketball operations president Jeff Weltman, who first took note of Mosley when they worked together with the Nuggets.

Mosley was the 14th coach in Magic history, the 15th if counting Billy Donovan — who accepted the job in 2007, then had second thoughts and returned to the University of Florida. Donovan just left the Chicago Bulls after six seasons as their coach, which sparked speculation that he could be the frontrunner in Orlando if the Magic indeed would be moving on from Mosley.

AP NBA: https://apnews.com/hub/nba

Orlando Magic head coach Jamahl Mosley shouts to his team during the first half in Game 2 of a first-round NBA basketball playoffs series against the Detroit Pistons Wednesday, April 22, 2026, in Detroit. (AP Photo/Duane Burleson)

Orlando Magic head coach Jamahl Mosley directs his team against the Detroit Pistons during the first half in Game 6 of a first-round NBA basketball playoffs series, Friday, May 1, 2026, in Orlando, Fla. (AP Photo/John Raoux)

Orlando Magic head coach Jamahl Mosley shouts at referee Curtis Blair (74) during the second half in Game 5 of a first-round NBA basketball playoffs series against the Detroit Pistons Wednesday, April 29, 2026, in Detroit. (AP Photo/Duane Burleson)