Worthy, an AI-native tax planning platform for financial advisers, has announced it has analyzed more than $1 billion in taxable client income — a milestone that reflects rapid adoption across independent registered investment advisories (RIAs) and enterprise advisory firms since the platform's launch earlier this year.
The $1 billion milestone spans advisers across firm types and client profiles, proving the value of AI-native tax planning beyond any single channel or client type. Worthy’s growing base also includes an ongoing pilot with more than 300 associates at Edward Jones and a separate partnership with estate planning platform Vanilla.
