Whitman Transition Advisors Announces Strategic Investment in Lved (pronounced Loved) to Fuel Technology Innovation in the Estate Planning Arena for CPA Firms
Whitman Transition Advisors, the single largest advisory organization for CPA firms in the Nation, today announced its strategic investment in Lved (pronounced Loved), a disruptive technology company revolutionizing estate planning for the masses with both traditional and digital assets. This partnership represents a major step in advancing affordable, comprehensive solutions for the Trusted Advisors and consumers alike.
WTA, headquartered in New Jersey with a nationwide footprint, is renowned for supporting CPA firms with their M&A, Talent Solutions, Profits and Advisory Services teams. The firm's goal is to bring value-added solutions to CPA firms, enabling them to enhance their service offerings. By investing in Lved, WTA further solidifies its commitment to fostering groundbreaking technologies that reshape industries and unlock new opportunities.
Lved is an emerging leader in the estate and life organization market, offering an all-in-one platform that integrates a wide array of estate planning services. The company's technology delivers a simplified, user-friendly solution for creating, managing, and executing estate plans—ensuring digital and physical assets are secure, accessible, and up to date. Lved's platform is designed for use by both individuals and businesses, providing added value as an employee benefit while addressing modern challenges in estate planning, including digital asset inheritance.
WTA, headquartered in New Jersey with a nationwide footprint, is renowned for supporting CPA firms with their M&A, Talent Solutions, Profits and Advisory Services teams. The firm's goal is to bring value-added solutions to CPA firms, enabling them to enhance their service offerings. By investing in Lved, WTA further solidifies its commitment to fostering groundbreaking technologies that reshape industries and unlock new opportunities.
Lved is an emerging leader in the estate and life organization market, offering an all-in-one platform that integrates a wide array of estate planning services. The company's technology delivers a simplified, user-friendly solution for creating, managing, and executing estate plans—ensuring digital and physical assets are secure, accessible, and up to date. Lved's platform is designed for use by both individuals and businesses, providing added value as an employee benefit while addressing modern challenges in estate planning, including digital asset inheritance.
Why WTA Invested in Lved
The decision to invest in Lved aligns with WTA's strategy of backing companies that introduce disruptive solutions with benefit to CPA firms and their clients. With $68 trillion expected to be inherited over the next 25 years and 50% of families lacking a will, estate planning is ripe for innovation. Additionally, $32 billion is lost annually due to unnecessary taxes, and 30% of the $2.2 trillion in cryptocurrency is inaccessible due to lost keys. Lved's platform addresses these issues by offering a comprehensive, integrated, and cost-effective solution, setting the stage to reshape the estate planning industry.
“At WTA, we're always looking for companies with the potential to revolutionize how CPA firms serve their clients,” said Phil Whitman, CEO and President of Whitman Transition Advisors. “Lved's platform offers a scalable, user-centric approach to estate planning, and we believe it's poised to become the industry standard for typical CPA firm clients. Our investment reflects our commitment to driving value for our CPA clients and their customers through innovation. This is both a revenue creation opportunity for CPA firms, as well as a tremendous potential employee benefit.”
“At WTA, we're always looking for companies with the potential to revolutionize how CPA firms serve their clients,” said Phil Whitman, CEO and President of Whitman Transition Advisors. “Lved's platform offers a scalable, user-centric approach to estate planning, and we believe it's poised to become the industry standard for typical CPA firm clients. Our investment reflects our commitment to driving value for our CPA clients and their customers through innovation. This is both a revenue creation opportunity for CPA firms, as well as a tremendous potential employee benefit.”
Future Growth and Partnership
The partnership between WTA and Lved is expected to drive growth and innovation while expanding Lved's reach across a broad spectrum of professional service firms. WTA will leverage its extensive network within the CPA and financial advisory communities to support Lved's go-to-market strategy, ensuring continued product development and alignment with evolving market needs, including the “White-labeling” of this product for its clients.
“We are thrilled to partner with WTA,” said Ryan Andersen, CEO of Lved. “Their strategic insights and industry connections, particularly in the CPA space, will help us accelerate our mission of making estate planning more efficient, affordable, and accessible. Together, we are well-positioned to disrupt the estate planning industry and bring real value to businesses and families alike.”
This strategic investment comes as professional services industries undergo rapid digital transformation. Lved's platform, with its forward-thinking approach to estate planning, is well-positioned to capitalize on this shift, offering users a seamless and integrated experience.
“We are thrilled to partner with WTA,” said Ryan Andersen, CEO of Lved. “Their strategic insights and industry connections, particularly in the CPA space, will help us accelerate our mission of making estate planning more efficient, affordable, and accessible. Together, we are well-positioned to disrupt the estate planning industry and bring real value to businesses and families alike.”
This strategic investment comes as professional services industries undergo rapid digital transformation. Lved's platform, with its forward-thinking approach to estate planning, is well-positioned to capitalize on this shift, offering users a seamless and integrated experience.
About Whitman Transition Advisors (WTA)
Whitman Transition Advisors is the largest consulting firm focused on helping CPA firms across the U.S. with mergers & acquisitions, profit enhancement, talent solutions and advisory services offerings. With unparalleled expertise, WTA helps CPA firms navigate change, unlock synergies, and deliver innovative solutions that redefine success in the industry. For more information, visit whitmantransition.com.
About Lved.com Inc.
Lved is a fintech company based in Boston and Florida, offering a comprehensive estate planning platform that integrates a wide range of services into a user-friendly solution. The company's mission is to democratize estate planning, making it affordable and accessible to all while addressing critical gaps in the legacy estate planning system. Lved works with businesses and individual consumers across the U.S. through its partnerships with financial services firms and directly via its platform at lved.com
Media Contact