Wealth.com
Latest round
- Series B
Last raised
- Apr 2026
Total raised
- $95M
Investors
- 12
About Wealth.com
com offers a robust platform for estate planning.com provides an integrated estate and tax planning platform tailored for financial advisors and their clients, facilitating planning for various wealth stages from mass affluent to ultra-high-net-worth individuals. The platform features automated generation of attorney-grade documents, including wills and trusts, alongside scenario modeling tools for tax analysis and estate distribution.com operates on a subscription-based revenue model specifically designed for financial advisors and enterprises that require advanced estate planning solutions.com's platform to enhance their service offerings, while pricing plans are tailored to the scale and needs of advisory firms, enabling personalized estate planning experiences. The company’s revenue is supported by ongoing partnerships with major financial institutions and wealth management firms. Following its April 2026 Series B, Home plans to accelerate AI and product development, pursue strategic acquisitions, expand enterprise/institutional distribution, and broaden its US footprint.
Who invested in Wealth.com
12 investors across 2 rounds
See all investors in Wealth.com
Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.
Questions about Wealth.com
Who invested in Wealth.com?
Wealth.com has 12 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Wealth.com raised?
Wealth.com has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did Wealth.com last raise money?
Wealth.com's most recent round on record is a Series B, in Apr 2026.
What does Wealth.com do?
com offers a robust platform for estate planning.
Where is Wealth.com headquartered?
Wealth.com is headquartered in Tempe, US.
Which VCs invest in companies like Wealth.com?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Wealth.com's stage. Their profiles are linked below.
VCs backing software startups at Series B
Raising like Wealth.com? Find the right VCs.
Capital Atlas matches your startup to active investors by stage, sector and region.