Wealth
Financial Software · Arizona, United States · 51-200 Employees
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Overview
Headquarters
51 W 3rd St 110, Tempe, Arizona, 85281, ...Phone Number
(855) 456-0333Website
www.wealth.comRevenue
$33.3 MillionIndustry
ZI Rank: 2
Signal Type
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About Wealth
Founded in 2021, Wealth.com is the industrys leading estate planning platform, empowering hundreds of wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum.Explore more
Wealth Org Chart
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Company Profile Activity
Activity Insights
Wealth is experiencing very low activity levels compared to other companies in the Software sector.
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Wealth is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Wealth.
Wealth financials insights
Gather financial insights about Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Angel/Seed
$16M
2026
Series B
$65M
Wealth Tech Stack
A closer look at the technologies used by Wealth
Most Recent Scoops
Open Position
Open Position
Open Position
Hiring Plans
Wealth has more open roles in Sales than it has had at any time in the past 6 months.
Hiring Plans
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Funding
Wealth News & Media
AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.Wealth.com raises $65m Series B for AI wealth planning - FinTech Global
Wealth.com raises $65m in Series B funding to advance AI-powered estate and tax planning. Discover what this means for WealthTech.Wealth.com Secures $65M to Expand AI Estate Platform
Wealth.com raises $65M to enhance AI estate planning, expand enterprise distribution, and open a New York City office in MayWealth.com raises $65M Series B as AI adoption accelerates across firms - InvestmentNews
The oversubscribed round drew backing from new investors including Dynasty Financial Partners, as well as continued support from Schwab and Google's venture arm.
Read more news
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Founded in 2021, Wealth.com is the industrys leading estate planning platform, empowering hundreds of wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, me... Read More
