Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning.
Wealth.com has raised $65.0M in total funding. The most recent round was Series B. The last funding was announced in April 2026.
Wealth.com's investors include Alumni Ventures, PruVen Capital, Dynasty Financial Partners, Charles Schwab, Titanium Ventures.
Wealth.com is headquartered in Tempe, United States.
Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning.
Wealth.com is at the Series B stage.
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"Wealth.com — Funding & Investors." VCBacked, April 16, 2026, https://www.vcbacked.co/company/wealthcom. Accessed July 19, 2026.
VCBacked. (2026). Wealth.com — Funding & Investors. Retrieved July 19, 2026, from https://www.vcbacked.co/company/wealthcom
{{cite web |title=Wealth.com — Funding & Investors |url=https://www.vcbacked.co/company/wealthcom |website=VCBacked |access-date=July 19, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated