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.
Wealth.com has developed an AI-powered platform that unifies estate and tax planning into a single system for financial advisors and their clients. The company has experienced rapid growth, with AI-powered workflows increasing 664 percent year over year as firms transition away from fragmented manual processes toward structured data and automation.
The platform serves a wide range of financial institutions, including registered investment advisors, enterprise firms, and large banks. In 2025, Wealth.com secured approvals from the three largest broker-dealers in the United States, providing access to more than 50,000 financial advisors. The company now supports advisory firms managing over $15 trillion in client assets and has achieved at least threefold revenue growth annually over the past four years.
At the core of the platform is Ester Intelligence, Wealth.com’s proprietary AI engine designed specifically for estate and tax planning. Unlike general-purpose models, Ester is trained on domain-specific financial data and built to deliver deterministic and auditable outputs for high-stakes advisory workflows. In 2025, the system processed more than 100,000 estate documents and executed over 1,000 calculations per estate distribution.
Wealth.com initially built its platform around estate planning, providing a comprehensive data foundation spanning assets, entities, and family structures. The company has since expanded into tax planning, enabling more integrated and proactive advisory services across the client lifecycle.
The company plans to use the new funding to accelerate AI and product development, pursue strategic acquisitions, expand enterprise distribution, and grow its national footprint, including the opening of a New York City office.
As demand for personalized and scalable financial advice continues to grow, Wealth.com is positioning its platform as a central intelligence layer for modern wealth management, combining structured data, domain-specific AI, and enterprise-grade security.
KEY QUOTES:
“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 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.”
Rafael Loureiro, Chief Executive Officer And Co-Founder, Wealth.com
“We believe AI will fundamentally reshape how advice is delivered across wealth management. 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.”
Travis Skelly, Partner, Pruven Capital
“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. 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.”
Neesha Hathi, Managing Director, Head Of Wealth And Advice Solutions, Charles Schwab
