Wealth

LegalEstate

A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry. Wealth.com is a digital estate planning platform for wealth management firms, utilizing advanced technology and advisory services.

2021
Founded
5y
Age
$111M
Total funding
Estate
Area

Funding timeline

Apr 2026
Series B - Wealth.com
$65M
Apr 2025
Corporate Round - Wealth.com
Undisclosed
Sept 2024
Series A - Wealth.com
$30M
Mar 2024
Seed Round - Wealth.com
Undisclosed
Mar 2022
Seed Round - Wealth
$16M