Wealth.com Raises $65M in Series B Funding

The round also saw new investors, Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with participation from existing investors, including Charles Schwab (“Schwab”), GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures.

The funding comes after GV led Wealth.com’s Series A in September 2024 and Charles Schwab made a minority investment in April 2025.

The company plans to use the funds to speed up AI and product development, support acquisitions, and expand its reach to enterprise and institutional customers.

Wealth.com has built a platform that integrates estate and tax planning into a single system for financial advisors and their clients. Over the past year, it has seen strong growth in AI-powered workflows as firms move away from manual processes toward more automated, structured systems.

The company has also expanded quickly across enterprise, RIA and institutional markets. In 2025, it gained approval from the three largest U.S. broker dealers, giving access to over 50,000 advisors. It has achieved at least 3x revenue growth each year for the past four years, partnered with top banks and now supports firms managing more than $15 trillion in client assets.

At the center of Wealth.com’s platform is Ester Intelligence, it's AI engine built for estate and tax planning. It helps advisors manage workflows from start to finish, and can also be integrated into firms’ own systems. Unlike general AI tools, it is specifically designed for financial planning and delivers accurate, reliable results. In 2025 it processed over 100,000 estate documents and performed thousands of calculations per case, helping advisors work faster, and more consistently at scale.

Estate planning is the core of Wealth.com’s platform, as it requires a full view of assets, family structures, and tax details. This creates a strong data foundation that supports other planning tasks. Building on this, the company recently added tax planning features, enabling it to offer more comprehensive solutions for advisors, and clients and to support its next phase of growth.

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Thousands of RIA firms use Wealth.com, and work with major banks and custodians. In 2025, it was named the leader in estate planning market share in the Kitces AdvisorTech Survey and included in the CB Insights Fintech 100. It also won awards for estate planning technology and implementation as well as the ThinkAdvisor Luminary Award for financial planning innovation. In 2026, it again led the market in estate planning software share and was recognized as a Software All-Star for user satisfaction.

"Neesha Hathi of Charles Schwab said AI will improve how clients are served by making services more personalized and supporting advisors. She added that as demand for wealth management grows, Wealth.com is helping by providing an integrated platform that delivers expertise in a more scalable and user friendly way."

"Rafael Loureiro, CEO and co-founder of Wealth.com, said wealth management is being rebuilt with new technology. He said older systems are too fragmented and manual to meet current needs. He added that future firms will need to scale expert advice using technology. Over the past year, Wealth.com has been adopted by major RIA firms, broker-dealers, and custodians in the U.S."

“We believe AI will fundamentally reshape how advice is delivered across wealth management,” said Travis Skelly, partner at Pruven Capital. “Wealth.com is the purpose-built platform for that future, combining structured data, domain-specific intelligence, and enterprise-grade security into a single system. Their rapid growth and unprecedented industry adoption are signals of a much larger shift, and we’re excited to partner with them in leading what AI-powered wealth management will look like for the years to come.”

About Wealth.com

Founded in 2021, by Rafael Loureiro, Danny Lohrfink, and Tim White, Wealth.com is an estate and tax planning platform that helps wealth management firms modernize how they serve clients. It provides an end-to-end system that allows firms to deliver planning services more efficiently, and consistently. The platform combines AI, security, and legal and tax expertise to support everything from basic estate plans to advanced analysis, and reporting.

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