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. 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. Financial advisors ranked wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 09/13/24 | $30,000,000 | Series A |
53 Stations Citi Ventures Firebolt Ventures GV  Outpost Ventures | undisclosed |
