Wealth.com, an AI-powered platform modernising estate and tax planning for wealth management firms, has closed an oversubscribed $65m Series B funding round.
The raise attracted new investors including Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, alongside existing backers Charles Schwab, GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital and Alumni Ventures.
The round follows GV’s lead investment in Wealth.com’s Series A in September 2024 and a minority strategic investment from Charles Schwab in April 2025.
Wealth.com has recorded at least 3x revenue growth annually over each of the past four years, with AI-powered workflows on the platform growing 664% year-on-year. In 2025, the company obtained approvals from the three largest broker-dealers in the United States, opening access to more than 50,000 financial advisors, and has agreements with three of the top five domestic banks. The platform now serves advisory firms collectively managing in excess of $15 trillion in client assets.
Central to Wealth.com’s offering is Ester Intelligence, a proprietary AI engine built specifically for estate planning, tax planning and advanced wealth scenarios. Unlike general-purpose language models, Ester is designed to produce deterministic, auditable outputs suited to high-stakes financial advisory settings. During 2025, the engine processed over 100,000 estate documents and executed more than 1,000 deterministic calculations per estate distribution. Ester can be embedded within the Wealth.com platform or integrated into a firm’s own AI infrastructure.
Wealth.com provides wealth management firms with a unified platform combining estate and tax planning, underpinned by structured data and intelligent automation. The company serves thousands of RIA firms as well as leading global banks and custodians, and expanded its platform to include tax planning earlier this year.
Estate planning forms the core of the platform, given its requirement to synthesise data across assets, entities, family structures and tax considerations — creating a data layer that supports broader downstream planning.
Wealth.com chief executive officer and co-founder Rafael Loureiro said, “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. The next generation of firms will be defined by their ability to scale expertise with technological precision and trust. Wealth.com is building that platform, and over the past year alone, has been deployed by the nation’s largest RIA, the largest broker-dealer and the largest custodian.”
Pruven Capital partner Travis Skelly said, “We believe AI will fundamentally reshape how advice is delivered across wealth management.
“Wealth.com is the purpose-built platform for that future, combining structured data, domain-specific intelligence, and enterprise-grade security into a single system. Their rapid growth and unprecedented industry adoption are signals of a much larger shift, and we’re excited to partner with them in leading what AI-powered wealth management will look like for the years to come.”
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