Insider Brief
- Wealth.com raised $65M in an oversubscribed Series B round, backed by investors including Titanium Ventures, Pruven Capital, and Charles Schwab, to accelerate AI development and expand distribution.
- The company provides an AI-powered platform unifying estate and tax planning, driven by its proprietary Ester Intelligence engine, with rapid adoption reflected in 664% growth in AI workflows and expansion across major financial institutions.
- Wealth.com is positioning itself as a core infrastructure layer for modern wealth management, enabling scalable, data-driven advisory services as firms shift away from fragmented, manual planning systems.
PRESS RELEASE — Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, announced it has raised $65 million in an oversubscribed Series B round. New investors included Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, with participation from existing investors including Charles Schwab (“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 has built the most advanced central intelligence layer for modern wealth management, unifying estate and tax planning within a single platform designed for financial advisors and their clients. Over the past year, the company has seen 664% year-over-year growth in AI-powered workflows as firms increasingly replace fragmented, manual planning processes with structured data and intelligent automation.
Wealth.com has also expanded rapidly across enterprise, registered investment advisory (RIA) and institutional channels. In 2025, the company secured approvals from the three largest broker-dealers in the United States, unlocking access to over 50,000 financial advisors. This momentum builds on breakout performance, with the company achieving at least 3x revenue growth in each of the past four years, driven by accelerating enterprise adoption, agreements with three of the top five banks in the country, and increasing demand for integrated estate and tax planning. Wealth.com now supports advisory firms that collectively service more than $15 trillion in client assets.
“Wealth management technology is being rebuilt in real time,” said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. “The old model, characterized by fragmented tools, manual analysis and inconsistent advice, cannot keep up with what advisors and clients now expect. The next generation of firms will be defined by their ability to scale expertise with technological precision and trust. Wealth.com is building that platform, and over the past year alone, has been deployed by the nation’s largest RIA, the largest broker-dealer and the largest custodian.”
At the core of the platform is Ester Intelligence, Wealth.com’s proprietary AI engine trained on estate planning, tax planning and advanced wealth scenarios and reporting. Embedded directly within the Wealth.com platform, Ester powers advisor workflows end-to-end, while also enabling firms to integrate its capabilities into their own AI infrastructure. Unlike generic language models, Ester Intelligence is purpose-built for financial planning and designed to deliver deterministic, auditable outputs in high-stakes advisory environments. In 2025, Ester Intelligence processed over 100,000 estate documents and performed more than 1,000 deterministic calculations per estate distribution, enabling advisors to deliver sophisticated planning with greater speed, consistency and scale.
“We believe AI will fundamentally reshape how advice is delivered across wealth management,” said Travis Skelly,partner at Pruven Capital. “Wealth.com is the purpose-built platform for that future, combining structured data, domain-specific intelligence, and enterprise-grade security into a single system. Their rapid growth and unprecedented industry adoption are signals of a much larger shift, and we’re excited to partner with them in leading what AI-powered wealth management will look like for the years to come.”
Estate planning serves as Wealth.com’s foundation within the broader wealth management ecosystem. Because estate planning requires a comprehensive understanding of assets, entities, family structures and tax considerations, it creates a uniquely rich data layer that powers downstream planning workflows. Building on this foundation, Wealth.com earlier this year announced the expansion of its platform to include tax planning, extending its ability to support more holistic planning across the advisor-client relationship and laying the groundwork for the next phase of the company.
“We’ve long believed that artificial intelligence will supercharge the way we serve our clients, not only augmenting the power of our people, but also enabling access to highly personalized wealth management experiences,” said Neesha Hathi, managing director, head of Wealth and Advice Solutions at Schwab. “As the demand for wealth management grows, Wealth.com has created an intelligent, integrated platform that is helping to enhance and extend the specialized expertise investors are seeking — and doing so in a more scalable, intuitive and personalized way.”
Today, Wealth.com is trusted by thousands of RIA firms and works with leading global banks and custodians. In 2025, the company was named the category leader in estate planning market share in the Kitces AdvisorTech Survey, included in the CB Insights Fintech 100 and recognized in the Top Estate Planning Technology and Top Estate Planning Implementation categories at the WealthManagement.com Industry Awards. In addition, the firm received the ThinkAdvisor Luminary Award for Financial Planning Disruption. In the 2026 T3/Inside Information Software Report, Wealth.com again led the category in market share among purpose-built estate planning providers — nearly doubling its share year over year — and was named a Software All-Star for user satisfaction.
Proceeds from the Series B will be used to accelerate AI and product development, support strategic acquisitions, expand enterprise and institutional distribution, broaden the company’s national footprint — including the opening of its New York City office in May — and drive continued growth.
To learn more, visit Wealth.com.
About Wealth.com
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.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs — from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
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