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WealthBerry develops an EstateTech mobile application for iOS that redefines personal estate planning. The platform integrates artificial intelligence, featuring an AI guardian named ALVIN, to offer intuitive tools for users. It also provides WealthBerry Cloud, a secure storage solution for critical documents, streamlining the process of comprehensive estate management.
WealthBerry Labs was established in 2022 by its Founder and CEO, Randy Ellis. The company emerged from the realization that effective solutions for societal challenges, especially in estate planning, require a human-centric and innovative technological approach. The founding team leverages their collective experience in product design, artificial intelligence, and financial services to build accessible offerings.
The company primarily serves individuals and families aiming to organize and safeguard their personal legacies. WealthBerry's vision centers on enhancing lives through thoughtful product development, amplifying the voices of those not typically represented in traditional financial discussions. It strives to cultivate collaboration among family members, expert advisors, and technology to construct robust, long-lasting estate plans.
Wealthberry has 1 tracked investment across 1 company. The latest tracked deal is $20.0M Other Equity in Debut in August 2025.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Aug 26, 2025 | Debut | $20.0M Other Equity | — | Bold Capital Partners, EDBI, Fine Structure Ventures, GS Futures, Material Impact, Sandbox Industries |