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Wealth management

Business & Markets · Startups

Wealth.com Closes $65M Series B to Power AI Future of Wealth Management

Insider Brief 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

17 Apr 2026 · 5 min read
Business & Markets · Startups

PayPal Ventures Leads Finary’s Series B Funding Round

30 Sep 2025
Business & Markets · Startups

XFOLIO Raises $2M Seed to Fuse AI, Treasury and Wealth Tech

17 Jun 2025
Business & Markets · Startups

Kristal Launches $30M Series B to Revolutionize Wealth Management Through Advanced AI Investing Platform

4 Jun 2025
Business & Markets · Startups

OneVest Secures $20M in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

3 Feb 2025
Business & Markets · Startups

AI WealthTech Company Range Raises $28M Series B Led by Cathay Innovation

26 Nov 2024
Business & Markets · Startups

Fintech Firm Powder Closes $5M in Seed Funding

24 Jul 2024

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