Wealth
Edit

Wealth

http://wealth.com/
Last activity: 12.05.2026
Active
Categories: AIEstatePlanningFinTechTaxWealthTech
Our mission is to modernize personal finance, making it dynamic and accessible for all. We empower you to manage your estate digitally with modern tools to take control of your assets and legal expertise to help secure your family’s financial future.
Followers
1.24K
Website visits
16.4K /mo.
Mentions
26
Location: United States
Employees: 11-50
Total raised: $111M
Founded date: 2021
LinkedIn

Investors 4

Funding Rounds 3

DateSeriesAmountInvestors
16.04.2026Series B$65MAnthos Cap...
17.09.2024Series A$30M-
23.03.2022Seed$16M-

Mentions in press and media 26

DateTitleDescription
19.04.2026Joyful Health Secures $17M: Revolutionizing Healthcare Finance with AIJoyful Health, an AI financial infrastructure firm, raised $17M in Series A funding, bringing total investment to $22M. This capital infusion, led by CRV, targets a critical issue: the healthcare industry's $125 billion annual revenue loss....
18.04.2026Worki Secures $2.75M: Powering AI for Healthcare Workforce TransformationWorki, a San Francisco firm, raised $2.75M in pre-seed funding. It builds AI infrastructure for healthcare workforce operations. The platform unifies fragmented HR and workforce data. This creates a "connective tissue" for AI-driv...
16.04.2026Wealth.com Raises $65 Million to Expand AI Wealth Planning PlatformWealth.com Secures $65 Million to Scale AI Wealth Infrastructure Wealth.com has raised $65 million in an oversubscribed Series B funding round led by new and existing institutional investors. The capital supports its AI-powered platform des...
16.04.2026Joyful Health Raises $17M in Series A FundingJoyful Health, a NYC-based AI financial infrastructure company for healthcare revenue operations, raised $17M in Series A funding. The round was led by CRV, with participation from XYZ Venture Capital, Designer Fund, Inflect Capital and Go ...
16.04.2026Wealth.com Raises $65M in Series B FundingWealth.com, a Phoenix, AZ-based provider of an AI-powered platform helping wealth management firms deliver estate and tax planning, raised $65M in Series B funding. Backers included new investors Titanium Ventures, Pruven Capital, The K Fun...
16.04.2026Wealth.com: $65 Million Series B Raised To Accelerate AI-Powered Estate And Tax Planning PlatformWealth.com announced it has raised $65 million in an oversubscribed Series B round to expand its AI-driven platform for estate and tax planning across financial institutions. The round included new investors such as Titanium Ventures, Pruve...
16.04.2026Wealth.com Nabs $65M Series B Round PHOENIX, AZ, Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, today announced it has raised $65 million in an oversubscribed Series B round. >> Click here for more funding d...
16.04.2026Worki Raises $2.75M in Pre-Seed FundingWorki, a San Francisco, CA-based healthcare workforce infrastructure company, raised $2.75M in Pre-Seed funding. The round was led by Redesign Health and Healthliant Ventures. The company intends to use the funds to expand its platform acro...
16.04.2026Wealth.com raises $65M to bring AI-powered estate and tax planning to 50,000+ financial advisorsWealth management is getting rebuilt from the inside out, and the shift is happening faster than most firms expected. Wealth.com, a platform focused on estate and tax planning, has raised $65 million in an oversubscribed Series B round to p...
16.04.2025Wealth.com: Strategic Investment Raised From SchwabCharles Schwab announced today that it has made a minority investment in the real estate planning company Wealth.com. Schwab’s investment will help Wealth.com continue scaling its capabilities to make it easier for financial firms and advis...
Show more

Reviews 0

Sign up to leave a review

Sign up Log In