Wealth.com
United States, Tempe, Arizona
About Wealth.com
Wealth.com is a Phoenix/Tempe-based AI-powered platform that modernises how wealth-management firms deliver estate and tax planning to advisors and their clients. Its proprietary AI engine — Ester Intelligence (Ester™) — automates the production of estate plans, intake workflows and tax-planning workpapers, and is embedded as an "infrastructure layer" inside enterprise platforms including Dynasty Financial Partners' Dynasty Desktop. The product targets the 50,000+ US financial advisors who today still assemble estate and tax deliverables with fragmented point tools, and the company plans to open a New York City office in May 2026 to accelerate enterprise distribution.
Latest Funding
Series BAnnounced 2026-04-16
Buying Signals
Where the capital is going, and whether it's already started moving.
Spend Intent
4 signals · where the capital is going
Build out New York City office to support enterprise GTM and deepen national advisor coverage.
morningstar.com
Support strategic acquisitions — explicitly called out in the company's press release as a use of proceeds, signalling M&A appetite in adjacent tax/estate/advis…
businesswire.com
+2 more capital deployment signals · confidence ratings · source articles
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11 open roles · capital meeting headcount
R&D spend backed by 5 engineering hires, product build in motion
Sales budget without open sales roles; possibly channel-led or automated
+3 more hiring signals · full department matrix · role-by-role drill-down
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Investors
Citi Ventures
Lead investor · Series B
Tech Stack
Vue.js
PHP
MySQL
Contacts
Sarah M.
Head of Sales
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Key Highlights
AI InsightsOversubscribed round with no single disclosed lead — four new institutional investors (Titanium Ventures, PruVen Capital, The K Fund, Dynasty Financial Partners) alongside six existing backers (Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, Alumni Ventures). Some secondary outlets headline "led by Schwab" but the primary BusinessWire release does not.
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