Wealth.com Secures $65 Million to Expand AI-Driven Planning Solutions

Wealth.com has announced the closing of a $65 million Series B funding round to accelerate the development of its estate and tax planning technology. The oversubscribed round included participation from new investors Titanium Ventures and Pruven Capital, alongside existing backers such as Charles Schwab and GV. This capital injection follows a period of significant growth for the company, which reported a 664% year-over-year increase in its artificial intelligence workflows and expanded its reach to support firms managing over $15 trillion in client assets.

The Phoenix-based company provides a central intelligence layer that unifies complex estate and tax planning tasks into a single digital experience. Its proprietary engine, Ester Intelligence, allows financial advisors to process thousands of estate documents and perform complex calculations with deterministic accuracy. By automating manual and fragmented processes, the platform enables registered investment advisors and large broker-dealers to deliver sophisticated planning at a scale previously unavailable to the broader market.

This expansion of technology-led services aligns with the industry shift toward the family office as-a-service model. Traditionally reserved for the ultra-wealthy, high-touch services like estate and tax planning are now being moved down-market through automation and structured data. For wealth management firms and integrators, this represents a significant opportunity to provide holistic, collaborative advice that sits at the center of a client’s financial life while maintaining the precision required for high-stakes advisory environments.