# Wealth.com

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/wealth-com

- Industry: Software
- Headquarters: Tempe, US
- Website: www.wealth.com/
- Total disclosed funding: $95M
- Latest round: Series B (Apr 15, 2026)
- Investors on record: 12

## About

Wealth.com, based in the US, specializes in providing an integrated estate and tax planning platform that empowers financial advisors to enhance client services through advanced planning tools and document generation.Founded in 2021 in Tempe, US, Wealth.com offers a robust platform for estate planning. In April 2026, Wealth.com raised USD 65 million in series B funding led by Charles Schwab, with participation from GV, Citi Ventures, 53 Stations. New investors Titanium Ventures, PruVen Capital, The K Fund, Dynasty Wealth Management, Anthos Capital, and Alumni Ventures Group.Wealth.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. Additionally, the platform incorporates Ester®, an AI-driven tool that streamlines the visualization of estate plans and tax documents, thereby enhancing the advisory experience.Wealth.com operates on a subscription-based revenue model specifically designed for financial advisors and enterprises that require advanced estate planning solutions. This B2B transaction structure allows firms to utilize Wealth.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.

## Funding rounds

- Series B, Apr 15, 2026, $65M — Charles Schwab, GV, Anthos Capital, Citi Ventures, Titanium Ventures, Alumni Ventures Group, Dynasty Wealth Management, The K Fund, PruVen Capital, 53 Stations
- Series A, Sep 16, 2024, $30M — GV, Citi Ventures, Firebolt Ventures, Outpost Ventures, 53 Stations

## Investors

- GV (https://capitalatlas.ai/funds/gv) — Series A, Series B
- Citi Ventures (https://capitalatlas.ai/funds/citi-ventures) — Series A, Series B
- Firebolt Ventures (https://capitalatlas.ai/funds/firebolt-ventures) — Series A
- Outpost Ventures — Series A
- 53 Stations (https://capitalatlas.ai/funds/53-stations) — Series A, Series B
- Charles Schwab — Series B
- Anthos Capital (https://capitalatlas.ai/funds/anthos-capital) — Series B
- Titanium Ventures (https://capitalatlas.ai/funds/titanium-ventures) — Series B
- Alumni Ventures Group (https://capitalatlas.ai/funds/alumni-ventures-group) — Series B
- Dynasty Wealth Management (https://capitalatlas.ai/funds/dynasty-wealth-management) — Series B
- The K Fund (https://capitalatlas.ai/funds/the-k-fund) — Series B
- PruVen Capital (https://capitalatlas.ai/funds/pruven-capital) — Series B