Wealth.com

Stub active Updated Apr 17, 2026

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Location United States
Founded 2019
Latest Stage Series B
Total Raised $65M+
Website https://www.wealth.com
Sector
fintech AI wealthtech

Investors

GV (Google Ventures) series-b (2026)

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 Titanium Ventures, Pruven Capital The K Fund, Dynasty Financial Partners, Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, Alumni Ventures 1

What Investors Say

No verified investor quotes available at this time.

What Founders Say

No verified founder quotes available at this time.

Sources

  1. 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/↩↩↩↩