Wealth
PrivateLast Round
Series B
Apr 16, 2026
Total Funding Raised
$111M
Momentum Score
25 /100
Company Overview
Wealth.com is a financial technology company that offers a collaborative digital ecosystem platform for comprehensive estate planning, providing users with a secure and holistic view of their assets through advanced aggregation technology and sophisticated APIs.
Sector
Enterprise Software
Verticals
Wealth Management, Legal Tech, Vertical SaaS, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealth Comps
Public and private peers based on sector, stage, and business model.
Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 16, 2026 | ||||
| Strategic | Apr 16, 2025 | ||||
| Series A | Sep 16, 2024 | ||||
| Seed | Mar 22, 2022 |
Key People
Founding team and executive leadership
Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| GV | Series B, Series A |
| Citi Ventures | Series B, Series A |
| The K Funds | Series B |
| Outpost Ventures | Series A |
| PruVen Capital | Series B |
| Titanium Ventures | Series B |
| Firebolt Ventures | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 16, 2026
$65M round raised.
- Mar 9, 2026
Embeds AI estate and tax intelligence platform within Dynasty Desktop.
Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Wealth's valuation, stock price, and market status.
