Wealth.com has raised $65 million in an oversubscribed Series B funding round to accelerate the development of its AI-driven estate and tax planning platform and expand its enterprise footprint across the financial services industry.
The round was led by new investors including Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with participation from existing backers such as Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures. The raise builds on strong institutional momentum following Wealth.com’s Series A in 2024 and a strategic investment from Schwab in 2025.
The company is positioning itself as a central intelligence layer for modern wealth management, combining estate and tax planning into a unified platform. Over the past year, Wealth.com has reported 664% year-over-year growth in AI-powered workflows, as advisory firms increasingly shift away from fragmented, manual processes toward structured data and automation.
Growth has been driven largely by enterprise adoption. In 2025, Wealth.com secured approvals from the three largest broker-dealers in the United States, providing access to more than 50,000 financial advisors. The company has also established relationships with three of the top five U.S. banks and now supports advisory firms collectively managing over $15 trillion in client assets.
At the core of the platform is Ester Intelligence, Wealth.com’s proprietary AI engine designed specifically for estate and tax planning. Unlike general-purpose models, the system is trained on domain-specific financial data and built to deliver deterministic and auditable outputs, an essential requirement in regulated advisory environments. In 2025 alone, Ester processed over 100,000 estate documents and executed thousands of complex calculations per distribution, enabling advisors to deliver more consistent and scalable planning services.
The company’s strategy is built around using estate planning as a foundational data layer. Given its complexity, spanning assets, entities, family structures, and tax implications, it provides a comprehensive base for broader financial planning workflows. The recent expansion into tax planning reflects a move toward fully integrated advisory infrastructure, allowing firms to deliver more holistic and proactive client services within a single system.
Investors view this positioning as aligned with a broader industry shift toward AI-enabled advisory models. As demand for personalized financial planning grows, platforms that can combine structured data, automation, and domain-specific intelligence are increasingly seen as critical infrastructure for the next generation of wealth management.
Wealth.com plans to use the new capital to accelerate product development, expand AI capabilities, pursue strategic acquisitions, and grow its enterprise distribution. The company is also strengthening its national presence, including the opening of a New York office, as it continues to scale across institutional channels.
