New investors included Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, with participation from existing investors including Charles Schwab, GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital and Alumni Ventures. The round builds on strong prior institutional support, with GV leading Wealth.com's Series A in September 2024 and Charles Schwab making a minority strategic investment in April 2025.

Wealth.com is the industry's leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.