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Wealth.com
United States - Phoenix, Arizona
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1 Disclosed Funding Rounds $30,000,000
0 Participating Investments
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Founded date
2021
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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Founded in 2021, 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.
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| September, 17 ,2024 | Series A | $30,000,000 |
Citi
Firebolt Ventures
Outpost Ventures
53 Stations
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Distribusion Technologies | $80,000,000 | (Sep 27, 2024)
Quorum | Undisclosed Amount | (Sep 27, 2024)
Convergence | $12,000,000 | (Sep 27, 2024)
Tetrix | $5,000,000 | (Sep 27, 2024)
AmpUp | $15,000,000 | (Sep 27, 2024)
