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Wealth.com
United States - Phoenix, Arizona
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1 Disclosed Funding Rounds $30,000,000
0 Participating Investments
-
Operating Status
Active
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Last Funding Type
Seed
-
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 | |
| April, 17 ,2026 | Series B | $65,000,000.00 |
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