Wealth.com, a Phoenix-based estate and tax planning fintech, has closed a $65 million oversubscribed Series B funding round, drawing new investors including Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners. Existing backers Charles Schwab, GV (Alphabet's venture arm), Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures also participated. The round underscores accelerating adoption of artificial intelligence tools in wealth management, as the firm reports a 664% year-over-year increase in AI-powered workflows on its platform.
The company says it has achieved at least threefold revenue growth in each of the past four years and now supports advisory firms collectively managing more than $15 trillion in client assets. In 2025, Wealth.com secured approvals from the three largest U.S. broker-dealers, unlocking access to over 50,000 financial advisors, and has agreements with three of the top five U.S. banks.
At the core of the platform is Ester Intelligence, a proprietary AI engine trained on estate planning, tax planning, and advanced wealth scenarios. Unlike general-purpose language models, Ester is designed to produce auditable outputs suitable for high-stakes advisory environments. In 2025, the engine processed more than 100,000 estate documents and performed over 1,000 deterministic calculations per estate distribution.
Building on its estate planning foundation, Wealth.com expanded into tax planning earlier this year. The new capability reached more than 1,000 advisory firms within two months of launch, signaling strong demand for integrated solutions. CEO and co-founder Rafael Loureiro said in a statement, "Wealth management technology is being rebuilt in real time. The old model, characterized by fragmented tools, manual analysis and inconsistent advice, cannot keep up with what advisors and clients now expect."
The firm also gained industry recognition in 2025, leading its category in estate planning market share in both the Kitces AdvisorTech Survey and the 2026 T3/Inside Information Software Report, nearly doubling its share year over year in the latter. Travis Skelly, a partner at Pruven Capital, noted, "Wealth.com is the purpose-built platform for that future, combining structured data, domain-specific intelligence, and enterprise-grade security into a single system."
Proceeds from the Series B will be allocated to AI and product development, strategic acquisitions, and expanded enterprise and institutional distribution. The company also plans to open a New York City office in May. This move comes amid broader industry trends, as highlighted in a recent Cerulli report showing the RIA M&A pipeline hitting $3.9 trillion, driven by a retirement wave. Meanwhile, a separate study suggests AI adoption lags hype, with only 18.4% of U.S. firms expected to use AI by 2026.
