What is Wealth?
Wealth.com serves as the industry's leading end-to-end estate planning platform, specifically engineered to meet the complex needs of financial institutions and wealth management firms. By providing a tech-led infrastructure, the company enables advisors to scale their services and improve operational efficiency while delivering high-value estate planning guidance to clients across the wealth spectrum. Its unique market position as a specialized B2B solution has made it an essential component for firms looking to digitize and streamline legacy estate planning processes, effectively bridging the gap between traditional advisory services and modern digital expectations.
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 53 Stations, GV, Charles Schwab, Dynasty Financial Partners, Citi, PruVen Capital, Anthos Capital, Alumni Ventures, and The K Fund
Key Investors in Wealth
53 Stations
A Chicago-based early-stage venture capital firm backed by The Pritzker Organization, specializing in wealth tech and built-world sectors with a focus on long-term company building.
GV
A global venture capital firm that invests across multiple stages, focusing on enterprise solutions, frontier technology, and high-growth startups.
Charles Schwab
A major financial services corporation providing comprehensive wealth management, brokerage, and advisory services to both individual and institutional clients.
What's next for Wealth?
With this latest infusion of capital, Wealth.com is poised to accelerate its product development and expand its footprint within the institutional wealth management market. The strategic involvement of major industry players suggests a focus on deepening integration capabilities and enhancing the platform's utility for large-scale financial enterprises. As the company enters this next phase of scaling, the focus will likely remain on maintaining its competitive edge through technological innovation, ensuring that its end-to-end solution remains the standard for firms seeking to modernize client-facing estate planning workflows in an increasingly digital-first financial environment.
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