Wealth Inc.

Wealth.com is a technology company dedicated to modernizing and simplifying estate and tax planning for wealth management firms and financial advisors. Headquartered in Tempe, Arizona, the company's mission is to redefine estate planning by providing a technologically advanced and trusted solution that scales efficiency and consistency for financial institutions and their clients.

The company offers an AI-powered platform that unifies estate and tax planning workflows. Key products and services include AI-driven document generation for foundational estate plans (such as wills, trusts, and healthcare directives), comprehensive tax planning, secure digital vault storage, and visualization tools like flowcharts and reports. Its proprietary AI, Ester Intelligence, assists advisors in analyzing and optimizing client strategies. Wealth.com serves a broad market segment within financial services, catering to mass affluent, high net worth, and ultra-high net worth clients through advisors, enterprises, attorneys, and trust companies.

In recent news, Wealth.com raised $65 million in an oversubscribed Series B funding round in April 2026, with new investors including Titanium Ventures and Dynasty Financial Partners, alongside existing backers like Charles Schwab and GV (Google Ventures). The company launched its integrated Tax and Estate Planning Platform in February 2026, expanding its offerings. Rafael Loureiro serves as CEO and co-founder, leading the company's strategic direction. Wealth.com holds a strong market position, recognized as the industry's leading estate planning platform and holding the #1 market share in estate planning according to the 2025 Kitces AdvisorTech Study.