Wealth.com raises $65M Series B as AI adoption accelerates across firms

Wealth.com has closed a $65 million oversubscribed Series B funding round, bringing in a mix of new and returning investors as the estate and tax planning fintech reports rapid growth in how advisors are using its artificial intelligence tools.

New investors in the round include Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with which Wealth.com recently struck a key strategic partnership.

Existing backers that also participated include Charles Schwab, GV — Alphabet's venture arm — Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures.

GV had led the company's $30 million Series A in September 2024, and Schwab had made a minority strategic investment in April last year.

The Phoenix-based firm says AI-powered workflows on its platform grew 664% year over year. Wealth.com reports at least threefold revenue growth in each of the past four years and now supports advisory firms collectively managing more than $15 trillion in client assets.

In 2025, the company said it secured approvals from the three largest broker-dealers in the US, unlocking access to more than 50,000 financial advisors, and has agreements with three of the top five US banks.

"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," Rafael Loureiro, chief executive officer and co-founder of Wealth.com, said in the announcement of the Series B Thursday.

At the center of the platform is Ester Intelligence, the company's proprietary AI engine trained on estate planning, tax planning, and advanced wealth scenarios. In 2025, Ester processed more than 100,000 estate documents and performed more than 1,000 deterministic calculations per estate distribution. Unlike general-purpose language models, Ester is designed to produce auditable outputs suited to high-stakes advisory environments.

Wealth.com struck a strategic partnership with Dynasty last month to add Ester AI to the Dynasty Financial desktop. Earlier this week, the fintech company also announced a new phase in its growth and development strategy for Ester.

Building on its estate planning foundation, Wealth.com expanded into tax planning earlier this year, with the new capability reaching more than 1,000 advisory firms within two months of launch.

"Wealth.com is the purpose-built platform for that future, combining structured data, domain-specific intelligence, and enterprise-grade security into a single system," Travis Skelly, a partner at Pruven Capital, said in the announcement, adding that the company's "rapid growth and unprecedented industry adoption are signals of a much larger shift."

Wealth.com also racked up industry recognition in 2025, leading its category in estate planning market share in both the Kitces AdvisorTech Survey and the 2026 T3/Inside Information Software Report, nearly doubling its share year over year in the latter. 

Proceeds from the Series B will go toward AI and product development, strategic acquisitions, and expanded enterprise and institutional distribution. The company also plans to open a New York City office in May.