Wealth.com Secures $65M Series B to Scale AI-Powered Wealth Management Platform

Event summary

  • Wealth.com raised $65 million in an oversubscribed Series B round, led by new investors including Titanium Ventures and Pruven Capital, with participation from existing investors like Charles Schwab and GV.
  • The company has seen 664% year-over-year growth in AI-powered workflows, driven by the adoption of its platform by major financial institutions.
  • Wealth.com's platform, powered by Ester Intelligence, processed over 100,000 estate documents in 2025, performing more than 1,000 deterministic calculations per estate distribution.
  • The company now supports advisory firms managing over $15 trillion in client assets and has secured approvals from the three largest broker-dealers in the U.S.
  • Proceeds from the Series B will be used to accelerate AI and product development, support strategic acquisitions, and expand enterprise and institutional distribution.

The big picture

Wealth.com's $65 million Series B funding underscores the accelerating shift towards AI-driven wealth management, as financial advisors seek to replace fragmented, manual processes with structured data and intelligent automation. The company's rapid growth and strategic partnerships with major financial institutions signal a broader industry trend towards scalable, technology-enabled advisory services. With over $15 trillion in client assets supported by its platform, Wealth.com is positioning itself as a key player in the future of wealth management technology.

What we're watching

AI Integration
How Wealth.com will integrate AI capabilities into existing financial advisory workflows and whether advisors will fully adopt the technology.
Market Expansion
The pace at which Wealth.com can expand its platform to include additional wealth management services beyond estate and tax planning.
Competitive Positioning
Whether Wealth.com can maintain its market share lead in estate planning technology as competitors develop similar AI-powered solutions.

Related topics

Technology Revenue Growth Financial Services