What is Wealth?
Founded in 2021, Wealth.com operates as the industry's premier estate planning platform, designed to empower hundreds of wealth management firms. It provides a tech-led, end-to-end solution specifically tailored for financial institutions, aiming to enhance the scale and efficiency of delivering estate planning services to a diverse client base across the wealth spectrum. The platform's focus on modernizing estate planning guidance positions it as a key player in the fintech landscape.
How much funding has Wealth raised?
Wealth has raised a total of $81M across 2 funding rounds:
Angel/Seed
$16M
Series B
$65M
Angel/Seed (2022): $16M with participation from Anthos Capital
Series B (2026): $65M led by GV, Anthos Capital, Charles Schwab, Dynasty Financial Partners, Citi, The K Fund, Alumni Ventures, PruVen Capital, and 53 Stations
Key Investors in Wealth
Anthos Capital
Anthos Capital is a venture capital firm that partners with innovative consumer and technology companies. They focus on shaping the future and engage in investment activities while adhering to confidentiality obligations.
GV
GV is a venture capital firm investing across multiple stages and sectors, with a focus on enterprise solutions, life sciences, and frontier technology. They operate globally, providing financial backing to promising startups.
Charles Schwab
The Charles Schwab Corporation provides comprehensive wealth management, securities brokerage, banking, and financial advisory services through its various subsidiaries, serving both individual and institutional clients.
What's next for Wealth?
The recent major strategic investment signifies a pivotal moment for Wealth.com, likely indicating a transition into a scaling phase. This capital will undoubtedly fuel further product development, expansion of its client base, and enhancement of its technological infrastructure. The company's focus on integrating estate planning into the core offerings of wealth management firms suggests a strategy aimed at capturing a significant share of a market ripe for digital transformation. Future growth will likely involve deepening partnerships with financial institutions and potentially exploring new service verticals within wealth management.
See full Wealth company page
