Wealth.com
A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry.
A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry.
Wealth.com is a pioneering estate planning platform established in 2021. It collaborates cutting-edge estate planning technology with human expertise to revolutionize the wealth management sector, empowering over 500 wealth management firms. Notably, it has been recognized as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey, an accolade further echoed by being awarded 'Best Technology Provider' in the Trust category by WealthManagement.com. CEO Rafael Loureiro has been honored with the Advisor Choice Award for Technology Providers: CEO of the Year, affirming Wealth.com's leadership in the industry. Its commitment to innovation and company culture has been acknowledged by Fast Company, ranking it among the 2024 Best Workplaces for Innovators, and by Fortune, naming it #24 on the list of the 100 Best Small Workplaces for 2024. The latest investment on 16 April 2025 came from Charles Schwab, marking an important milestone for Wealth.com and underlining its appeal to major financial players. With a focus on AI, Financial Services, Fintech, Wealth Management, and Machine Learning, Wealth.com is positioning itself as a trailblazer in reshaping the future of wealth management.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Corporate Round | Unknown | 1 |
|
16 Apr 2025 |
| Series A | $30.00M | 5 |
|
16 Sep 2024 |
| Seed Round | Unknown | 1 | Alumni Ventures | 19 Mar 2024 |
| Seed Round | $16.00M | 2 |
|
22 Mar 2022 |
No recent news or press coverage available for Wealth.com.
We care about your data, and we'd love to use cookies make your experience better.
