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Wealth.com raised $65M in Series B funding led by Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners to expand estate planning solutions.

PRIVATESep 14, 2026•about 3 hours ago

Amount Raised

$65 Million

Round Type

Series B

TempeSoftwareReal EstateLegal

Investors

Citi VenturesGvCharles SchwabDynasty Financial PartnersThe K FundPruven CapitalTitanium Ventures

Description

Wealth.com closed a $65 million Series B funding round in April to accelerate growth in estate and tax planning solutions. The round included new investors Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, alongside returning backers Charles Schwab, GV (Alphabet's venture unit), and Citi Ventures. The company simultaneously announced a strategic partnership with &Partners, a hybrid broker-dealer and registered investment advisor, to deploy its estate planning platform firmwide. Wealth.com's platform enables financial advisors to help clients with estate documents, tax planning, charitable giving, and legacy planning across multiple integrations.

Company Information

Company

Wealth.com

Location

Tempe, Arizona, United States

About

wealth.com is the industry’s leading estate planning platform, empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

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Funding Insights

Based on industry data
Timeline to next round
Series B companies typically work for 15-20 months before raising new capital
Growth expectations
Series B companies are expected to scale rapidly and expand market reach
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 285,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.