Wealth.com is a technology company.
Wealth.com has raised $30.0M across 1 funding round.
Wealth.com has raised $30.0M in total across 1 funding round.
Wealth.com has raised $30.0M in total across 1 funding round.
Wealth.com's investors include Alumni Ventures, Angel investor, BlueRun Ventures, Climate Capital, Color Capital, Craft Ventures, Divergent Capital, Double Down, DST Global, Great Oaks Venture Capital, Insight Partners, Lightspeed Venture Partners.
Wealth.com is a technology company that builds an AI-driven estate planning platform for financial advisors serving mass affluent to ultra-high-net-worth clients.[3][1][2] The platform automates document creation, analysis, visualization, and management, solving the problem of outdated, manual, and costly estate planning processes by combining AI tools like Ester® with human expertise.[1][3][5] It enables advisors to generate attorney-grade documents (wills, trusts, powers of attorney), extract data from existing plans in seconds, model tax scenarios, visualize wealth transfers across generations, and integrate with tools like Salesforce and eMoney.[1][3][4][5] Backed by investors including Citi Ventures, Google Ventures, and Charles Schwab, Wealth.com is used by firms managing over $15 trillion in AUM, driving advisor retention, wallet share growth, and new revenue streams.[3][1][5]
Wealth.com was founded in 2022 by Chairman Rei Carvalho, a serial entrepreneur who sold fraud prevention platform Emailage to LexisNexis in March 2020.[2][6] Frustrated by the lack of comprehensive tools to visualize and optimize his own estate plan alongside finances—beyond one-time transactional solutions—Carvalho launched the company to fill this gap.[6] Built by a cross-disciplinary team of attorneys, financial advisors, AI researchers, security experts, and engineers, the platform quickly gained traction through partnerships with major institutions and recognition for its innovation in advisor-led estate planning.[3][1][6]
Wealth.com rides the fintech wave of AI democratization in wealth management, targeting the $100+ trillion global wealth transfer trend amid aging populations and complex tax laws.[1][3][5] Timing aligns with post-pandemic demand for digital estate tools, as advisors seek sticky services to boost retention amid fee compression—proven by $39M+ new assets for users and adoption by top firms.[5] Market forces like regulatory needs for advisor-led planning and AI's rise in legal/financial automation favor it, influencing the ecosystem by in-housing estate planning for broker-dealers, RIAs, and private banks, reducing reliance on external attorneys.[3][1][8]
Wealth.com is positioned for explosive growth as AI refines estate optimization and multi-generational planning becomes standard amid rising intergenerational wealth shifts. Expect deeper integrations, expanded Family Office capabilities, and potential enterprise expansions via partnerships, amplifying its role in advisor tech stacks. As the platform evolves with life events and tax changes, it will further solidify advisors' grip on client lifetimes, transforming estate planning from a chore into a competitive moat—much like Rei Carvalho's vision of a living, adaptive solution that no traditional method could match.[3][6][5]
Wealth.com has raised $30.0M across 1 funding round. Most recently, it raised $30.0M Series A in September 2024.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Sep 1, 2024 | $30.0M Series A | Alumni Ventures, Angel investor, BlueRun Ventures, Climate Capital, Color Capital, Craft Ventures, Divergent Capital, Double Down, DST Global, Great Oaks Venture Capital, Insight Partners, Lightspeed Venture Partners, Listen, Menlo Ventures, Partners Resolute, Scribble Ventures, Shrug Capital, Web Smith, Techstars, Todd and Rahul's Angel Fund, Alex Pattis, Andrew Gluck, Balaji Srinivasan, Casey Neistat, Jaime Schmidt, Jen Rubio Butterfield, Kevin Weil, Ligaya Tichy, Mark Chou, Moshe Lifschitz, Peter Hunn, Sahin Boydas, Tim Ferriss, Zach Segal |