22–23 SeptStarts in 3 days, 4 hours, 57 minutes and 31 secondsBeacon Collective: Illuminate 2026Event details

Wealth

LegalEstate

A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry. Wealth.com is a digital estate planning platform for wealth management firms, utilizing advanced technology and advisory services.

2021
Founded
5y
Age
$111M
Total funding
Estate
Area

Funding timeline

Apr 2026
Series B - Wealth.com
Apr 2025
Corporate Round - Wealth.com
Sept 2024
Series A - Wealth.com
Members only
Mar 2024
Seed Round - Wealth.com
Mar 2022
Seed Round - Wealth
Members only

2 earlier round amounts are shown to members.

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