Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding.
The round was spearheaded by GV, formerly known as Google Ventures, reflecting a strong endorsement of wealth.com’s innovative approach to estate planning.
This investment round includes contributions from notable investors like Citi Ventures, Outpost Ventures, 53 Stations, and Firebolt Ventures. This new capital injection will accelerate wealth.com’s product innovation and expansion efforts, cementing its status as a leading platform for estate planning among financial advisors and wealth management firms.
At its core, wealth.com is an estate planning platform that integrates cutting-edge technology with essential advisory services. It empowers financial advisors to offer comprehensive and efficient estate planning services to their clients, making it a critical tool in managing wealth transitions.
Elena Sakach, a partner at GV, emphasized the timely importance of wealth.com’s mission. “Half of all personal wealth in the US will change hands over the next two decades. As we navigate the largest wealth transfer in history, the need and opportunity for estate planning solutions has arguably never been greater.
“Clients naturally turn to their trusted advisors for guidance in this important pursuit, and wealth.com’s unique approach will make it easier for advisors to deliver on their clients’ holistic planning needs. We’re excited to support wealth.com’s founding team in this next growth phase, and I look forward to joining their board.”
Recently, wealth.com launched its Family Office Suite™, a set of sophisticated estate management tools targeted at high-net-worth and ultra-high-net-worth clients. These tools are designed to streamline estate management by optimizing tax planning and simplifying complex estate visualization and reporting processes.
Rafael Loureiro, chief executive officer at wealth.com, said, “We are on a mission to modernize estate planning through innovative technology.
“Accompanied by this extraordinary group of investors, we’re not only prepared to achieve this vision—we’re already delivering results. Our platform has streamlined and unlocked access to estate planning for thousands, highlighting the generational change we’re driving in the industry. This investment validates our efforts to disrupt estate planning while supporting our continued growth and ability to serve an ever-expanding client base.”
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