Wealth.com
PrivateLast Round
Series B
Apr 16, 2026
Total Funding Raised
$111M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Wealth.com is a financial technology company that provides an AI-driven, end-to-end estate and tax planning platform designed for financial advisors and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Legal Tech, Document Management
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealth.com Comparables
Compare Wealth.com with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vanilla | 93% | |
| Trust & Will | 82% | |
| Trucendent | 81% | |
Wealth.com 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.com 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.
- Jul 26, 2026
Monthly visitors grew 53% MoM, from 59.9K to 91.9K.
- Apr 16, 2026
Achieved at least 3x revenue growth in each of the past four years.
Wealth.com 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.com's valuation, stock price, and market status.