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Wealth.com logo — The #1 Estate & Tax Planning Platform in Wealth Management

Wealth.com

The #1 Estate & Tax Planning Platform in Wealth Management

Founded 2021 United States New York, United States 239 employees Corporate Round Total: $46.00M AI, Financial Services +3

General Information

Company Name Wealth.com
Founded Year 2021
Location United States New York, United States
Employees 239
Industries AI, Financial Services, Fintech +2
Funding Stage Corporate Round
Offices as of Oct 2026
New York, United States San Francisco, United States
Social

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A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Homepage Update

Significant changes detected on company website (97.2% content change).

Feature Release Oct 30, 2026

Wealth.com launched Ester by Wealth.com through Schwab Advisor Center®.

Event Participation Oct 27, 2026

Wealth.com is participating as an exhibitor at Schwab IMPACT®, hosting speaking sessions at Booth #113.

Actively Hiring Oct 23, 2026

Hiring for 9 positions in the last 30 days.

Award Received Oct 22, 2026

Wealth.com won AI-Driven Client Recommendations & Personalization at the 2026 Datos Insights Wealth Management Impact Awards.

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AI Insight

Bounce Watch AI
1 week ago

Wealth.com is strategically deepening its integration within the wealth management ecosystem, highlighted by the launch of 'Ester by Wealth.com' directly through Schwab Advisor Center®. This move, following a corporate round from Charles Schwab and significant website updates, indicates a focused effort on embedding its AI-powered planning solutions into advisor workflows. Coupled with a recent award for AI innovation and ongoing hiring, the company is demonstrating robust product development, market penetration, and a commitment to scaling its technological capabilities.

Signal Types
Product Launch Partnership Recognition Hiring Corporate Investment
Strategic Labels
Ecosystem Integration AI Innovation Market Penetration
Next Move: Expansion
·
Impact: 9/10
·
Ideal For: Fintech VCs – Growth Equity, Strategic Corporate Investors

About Wealth.com

Wealth.com, founded in 2021, is positioning itself as a transformative force in the wealth management industry with its best-in-class estate planning technology combined with human expertise. Its platform stands out as the first tech-led, end-to-end estate planning solution designed specifically for financial institutions, enabling over 500 firms to efficiently scale their services and meet diverse client needs.

The company's credibility is bolstered by recognition from the 2024 T3/Inside Information Advisor Software Survey, where it was ranked as the leading estate planning platform by financial advisors. It further gained prestige with awards from WealthManagement.com and was acknowledged among innovative workplaces by Fast Company and Fortune.

In its latest corporate round on April 16, 2025, Wealth.com secured investment from Charles Schwab, underscoring the confidence that significant industry players have in its growth and innovation capacity. Headquartered in the United States, the company plays a pivotal role at the intersection of AI, Fintech, and Wealth Management.

Business keywords: estate planning, financial advisors, technology, sophisticated solution, comprehensive, platform, U.S. states, highest rated, modern, advisor software, T3/Inside Information, sophisticated, comprehensive solution

Pricing

as listed on Oct 31, 2026

On request

Wealth.com's pricing page

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Corporate Round Undisclosed 1
Charles Schwab
Charles Schwab
16 Apr 2025
Series A $30.00M 5
Citi Ventures Firebolt Ventures Outpost Ventures
Citi Ventures, Firebolt Ventures +3
16 Sep 2024
Seed Round Undisclosed 1
Alumni Ventures
19 Mar 2024
Seed Round $16.00M 2
Anthos Capital Bela Juju Ventures
Anthos Capital, Bela Juju Ventures
22 Mar 2022

Wealth.com Alternatives & Competitors

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Wealth.com vs
NewRetirement
NewRetirement United States

Making financial planning more understandable and effective for a person’s entire life

Series A
55 employees
Financial Services, Fintech
Compare Wealth.com vs NewRetirement
Wealth.com vs
All Season Financial Advisors, Inc.
All Season Financial Advisors, Inc. United States

Providing fee-only wealth management services to investors who value tax efficiency and consistent w...

3 employees
Finance, Financial Services
Compare Wealth.com vs All Season Financial Advisors, Inc.
Wealth.com vs
LKJ Financial
LKJ Financial United States

Financial Independence Starts with Becoming Informed and Having a Plan

82 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Wealth.com

The #1 Estate & Tax Planning Platform in Wealth Management
Wealth.com was founded in 2021.
Wealth.com is headquartered in New York, United States. As of Oct 2026, it also has offices in San Francisco, United States.
Wealth.com operates in AI, Financial Services, Fintech, Wealth Management and Machine Learning. Its work centres on estate planning, financial advisors, technology and sophisticated solution.
As listed on Wealth.com's pricing page on Oct 31, 2026: On request.
Wealth.com has approximately 239 employees.
Wealth.com has completed 4 funding rounds, raising a total of $46.00M. The latest funding stage is Corporate Round.
Top alternatives and competitors to Wealth.com include NewRetirement, All Season Financial Advisors, Inc., LKJ Financial, Beacon Capital Management, LLC, River Wealth Advisors . These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealth.com and NewRetirement are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Wealth.com, https://www.bouncewatch.com/company/wealthcom, updated 30 October 2026. When citing, please name BounceWatch and link this page.

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