Wealth.com
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Investors
About
Wealth.com is an AI-powered platform for estate and tax planning serving wealth management firms and financial advisors 1. Its core technology, Ester Intelligence, is a proprietary AI engine built specifically for estate planning, tax planning, and advanced wealth scenarios 1. The company has recorded at least 3x revenue growth annually over each of the past four years and has agreements with three of the top five U.S. domestic banks 1.
Funding History
| Date | Round | Amount | Lead | Co-investors |
|---|---|---|---|---|
| 2026-04-16 | Series B | $65M | (no single lead disclosed; oversubscribed) | New: Titanium Ventures, Pruven Capital, The K Fund, Dynasty Financial Partners; Returning: Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, Alumni Ventures 123 |
What Investors Say
No verified investor quotes available at this time.
What Founders Say
No verified founder quotes available at this time.
Sources
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Fintech Global, “Wealth.com raises $65m Series B for AI wealth planning,” April 16, 2026. https://fintech.global/2026/04/16/wealth-com-raises-65m-series-b-for-ai-wealth-planning/↩↩↩↩
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Wealth.com press release, “Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management,” April 16, 2026. Accessed May 2026. https://www.wealth.com/resources/press/wealth-com-raises-65-million-series-b-to-power-ai-future-of-wealth-management/ — Primary company source confirming oversubscribed $65M Series B announced April 16, 2026; lists all new and returning investors. GV led the prior Series A in September 2024; Charles Schwab made a strategic minority investment in April 2025. ↩
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InvestmentNews, “Wealth.com raises $65M Series B as AI adoption accelerates across firms,” April 16, 2026. Accessed May 2026. https://www.investmentnews.com/fintech/wealthcom-raises-65m-series-b-as-ai-adoption-accelerates-across-firms/266175 — Independent press confirmation of $65M Series B on April 16, 2026. ↩