Wealth.com: $65 Million Series B Raised To Accelerate AI-Powered Estate And Tax Planning Platform
By Amit Chowdhry ● Apr 16, 2026
Wealth.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, Pruven Capital, The K Fund, and Dynasty Financial Partners, along with participation from existing backers including Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures.