# Wealth

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

- Industry: Financial Services
- Headquarters: Phoenix, US
- Website: www.wealth.com
- Total disclosed funding: $45M
- Latest round: Series A (Sep 12, 2024)
- Investors on record: 7

## About

Based in Arizona, US, and founded in 2021, Wealth, Inc. is a provider of an estate planning platform that allows users to digitally create, manage, and visualize plans. In September 2024, Wealth, Inc. raised USD 30 million in series A funding led by new investor GV, with participation from other new investors Citi Ventures, Outpost Ventures, 53 Stations, and Firebolt Ventures.

The company provides an estate planning platform that empowers people to create, manage and visualize their plans digitally. The firm's platform uses asset aggregation technology, sophisticated APIs, and bank-level encryption to make estate planning easy and accessible.

The company plans to use the September 2024 funding to enhance its technology and integration capabilities, accelerate product development, and create new features for financial advisors and their clients.

## Funding rounds

- Series A, Sep 12, 2024, $29M — GV, Citi Ventures, Firebolt Ventures, Outpost Ventures, 53 Stations
- Seed, Mar 22, 2022, $16M — Anthos Capital, Bela Juju Ventures

## Investors

- Anthos Capital (https://capitalatlas.ai/funds/anthos-capital) — Seed
- Bela Juju Ventures (https://capitalatlas.ai/funds/bela-juju-ventures) — Seed
- GV (https://capitalatlas.ai/funds/gv) — Series A
- Citi Ventures (https://capitalatlas.ai/funds/citi-ventures) — Series A
- Firebolt Ventures (https://capitalatlas.ai/funds/firebolt-ventures) — Series A
- Outpost Ventures — Series A
- 53 Stations (https://capitalatlas.ai/funds/53-stations) — Series A