Fundz
Following WealthCounsel?

Get the free weekly contract digest

The latest new contracts, like WealthCounsel’s — who’s behind them and what they mean, delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New new contracts, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Contract Trends

See who's moving and how much in your market

No credit card required Weekly contract digest

WealthCounsel Integrates LawY: Transforming Estate Planning with AI-powered Legal Research

Feb 04, 2025•over 1 year ago

Contract Type

partnership

Jersey CityReal Estatelegal services

Description

WealthCounsel LLC has announced an integration with LawY, an innovative AI-powered legal research assistant. This partnership enables WealthCounsel members to access instant answers generated from a legal knowledge base and streamline various legal processes, ultimately transforming the practice of estate planning.

Company Information

Company

WealthCounsel

Location

3 2nd St

Jersey City, New Jersey, United States

About

WealthCounsel LLC is the market-leading provider of estate planning drafting solutions and education.

Predictive Intelligence
Strategic

ML-powered predictions for WealthCounsel's next move

Learn about Strategic plan

Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.