Wealth.com, a Tempe, AZ–based AI-powered platform focused on estate and tax planning, has raised $65 million in a Series B round.
Investors
Backed by new investors, including Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with participation from existing investors including Charles Schwab (“Schwab”), GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures.
Wealth.com Use of Funds
The company will use the funds to accelerate AI and product development, support strategic acquisitions, expand enterprise and institutional distribution, and grow its national footprint.
About Wealth.com
Led by CEO Rafael Loureiro, Wealth.com is an AI-powered platform modernizing how financial advisors deliver estate and tax planning. The company provides a unified system that combines document generation, advanced planning workflows, and proprietary AI to help advisors deliver more precise, scalable, and personalized advice. At the core of Wealth.com’s platform is Ester Intelligence, its proprietary AI engine trained on estate planning, tax planning, and advanced wealth scenarios and reporting. Headquartered in Tempe, Arizona, Wealth.com is used by thousands of advisory firms, banks, and institutions, supporting trillions of dollars in client assets.
Funding Details
Company: Wealth, Inc.
Raised: $65.0M
Round: Series B
Funding Date: April 2026
Investors: Titanium Ventures, Pruven Capital, The K Fund, Dynasty Financial Partners, Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, Alumni Ventures
Company Website: https://www.wealth.com/
Software Category: Wealth Management AI / Fintech / Estate & Tax Planning
Source: https://www.businesswire.com/news/home/20260416563869/en/