Fundz

Wealth Inc./Az reported raising $29.1 Million in an initial SEC Form D filing, from an offering of $30 Million

PRIVATESep 27, 2024$29.1M of $30M raised

Amount Raised

$29.1 Million

$29.1 Million sold, per SEC Form D (first sale Sep 12, 2024)

Round Type

Venture

TempeSoftwareReal EstateLegal

Quick answer

Wealth.com raised $29.1 Million in a funding round, dated September 12, 2024. Wealth.com is based in Tempe, Arizona, United States.

How much did Wealth.com raise?
Wealth.com raised $29.1 Million in a funding round on September 12, 2024.
What does Wealth.com do?
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.
Where is Wealth.com based and how big is it?
Wealth.com is based in Tempe, Arizona, United States. Fundz records about 73 employees.
Who are the decision-makers at Wealth.com?
Fundz holds 3 contacts at Wealth.com, including the Head of Community. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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.

  • An alert the day Wealth.com raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Wealth.com, from your own LinkedIn network

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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.

Related People

3 contacts
Verified contactsThomas K., Head of Community hidden hiddenSee plans and pricing
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Wealth.com raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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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 Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.