Fundz

Wealth.com raises $65 million in Series B funding to enhance its AI-driven wealth management platform.

PRIVATEApr 16, 2026

Amount Raised

$65 Million

Round Type

Series B

TempeSoftwareReal EstateLegal

Investors

Alumni VenturesAnthos Capital53 StationsCiti VenturesGVCharles SchwabDynasty Financial PartnersThe K FundPruven CapitalTitanium Ventures

Description

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.

Quick answer

Wealth.com raised $65 Million in a Series B round, dated April 16, 2026. Investors: Alumni Ventures, Anthos Capital, 53 Stations, Citi Ventures, GV, Charles Schwab, Dynasty Financial Partners and The K Fund. Wealth.com is based in Tempe, Arizona, United States.

How much did Wealth.com raise?
Wealth.com raised $65 Million in a Series B round on April 16, 2026.
Who invested in Wealth.com?
Alumni Ventures, Anthos Capital, 53 Stations, Citi Ventures, GV, Charles Schwab, Dynasty Financial Partners and The K Fund are named as investors in this round.
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 else raised in Real Estate and Legal around the same time

Companies in the same sectors as Wealth.com that raised within 45 days of this round, from Fundz verified event records.

  • Crimson raised $2.5M (Seed) on May 28, 2026.
  • Landeed raised $8.3M (Seed) on May 27, 2026.
  • Lexroom raised $50M (Series B) on May 19, 2026.
  • Stilta raised $11M (Seed) on May 19, 2026.
  • LawX raised $8.7M (Seed) on May 18, 2026.
  • Enter raised $100M (Series B) on May 6, 2026.

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

Works inside ChatGPT and Claude. Ask who to call at Wealth.com. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

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.

AI made execution free. Knowing first is the whole game now.

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
Predictive Intelligence
Strategic

ML-powered predictions for Wealth.com's next move

See what Strategic adds

Funding Insights

What this usually means
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

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.

5 screens from a live account. No signup.

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.