Worthy Information

Worthy is AI-native tax intelligence that’s built for financial advisors. We bring together client-specific context, deep tax knowledge, and mathematical rigor so advisors can answer complex questions on the fly, model any scenario confidently, and deliver plans that go way beyond templates. It includes: ▪ Cross-book intelligence that spots opportunities at scale ▪ Native AI chat that knows every client's full tax picture and learns as you go ▪ Models and calculators built for real-world complexity (and the flexibility to work outside of templates) ▪ Compliance-ready language and fiduciary guardrails built with CCOs We started Worthy because the best advisors shouldn't have to choose between going deep on strategy and staying on top of their entire book. Our team brings deep experience across wealth tech, tax, and AI with roots going back to Robinhood, Vanguard, EY, and Bloomberg. We're dedicated to building tools that amplify the expertise of financial advisors and help them deliver nuanced tax plans for every client.