Wealth.com, an AI-powered platform for wealth management, has raised $65 million in a Series B funding round. The investment aims to strengthen the company's technology and support its rapid growth in enterprise adoption. New investors include Titanium Ventures and Pruven Capital, alongside existing backers like Charles Schwab and GV. This funding follows significant growth in the company's operations and product offerings.
Who to call at Wealth.com, and when
A new round usually means Wealth.com is about to hire and buy. The teams that reach out first get the meeting.
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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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Fundz sees it the moment Wealth.com raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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