Wealth.com has successfully closed a $30 million Series A funding round, led by GV (Google Ventures). This milestone marks a pivotal moment in our journey to modernize and simplify estate planning, an industry that has long been burdened by outdated processes and complexity.
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This Series A funding will enable us to accelerate the development of more advanced features, strengthening leadership in tech-driven and AI-enhanced estate planning.
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We’re excited about the opportunities this capital unlocks to expand product offerings and further solidify wealth.com as the go-to estate planning platform for advisors and wealth management firms.
When founded Wealth.com in 2022, its mission was clear: to break down the long-standing barriers that have made estate planning a daunting and complex endeavor for so many. With an aging population and the unprecedented Great Wealth Transfer, where 84.4 trillion is set to change hands in the U.S. over the next two decades, we recognized a critical need for innovation in this space. The traditional tools and processes simply aren’t equipped to handle this massive wealth transfer efficiently, often leaving families underserved.
“Half of all personal wealth in the US will change hands over the next two decades. As we navigate the largest wealth transfer in history, the need and opportunity for estate planning solutions has arguably never been greater,” said Elena Sakach, partner at GV. “Clients naturally turn to their trusted advisors for guidance in this important pursuit, and Wealth.com’s unique approach will make it easier for advisors to deliver on their clients’ holistic planning needs. We’re excited to support Wealth.com’s founding team in this next growth phase, and I look forward to joining their board.”
Wealth.com recently launched its Family Office SuiteTM, a bundle of sophisticated estate administration products tailored for high-net-worth and ultra-high-net-worth clients. This funding follows. The package improves advisers’ capacity to successfully manage complex estates by simplifying estate visualisation, optimising tax planning, and streamlining reporting processes. Wealth.com has secured its position as an industry leader by combining sophisticated artificial intelligence with human expertise and an appealing user experience. This leadership is supported by extensive industry adoption and acknowledgement, such as its recent inclusion on Fast Company’s 2024 Best Workplaces for Innovators list. Furthermore, at the 2024 WealthManagement.com Industry Awards, the company was recognised as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro earned the Advisor Choice Award.
“We are on a mission to modernize estate planning through innovative technology,” added Rafael Loureiro, chief executive officer at wealth.com. “Accompanied by this extraordinary group of investors, we’re not only prepared to achieve this vision—we’re already delivering results. Our platform has streamlined and unlocked access to estate planning for thousands, highlighting the generational change we’re driving in the industry. This investment validates our efforts to disrupt estate planning while supporting our continued growth and ability to serve an ever-expanding client base.”
About Wealth.com
Founded in 2021, wealth.com is the industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients.
