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Wealth.com

Advisor estate platform · Tempe, Arizona · National (50 states)
Listed · vetting in progressPrivate, VC-backedSince 2021
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About Wealth.com

Advisor-focused; backers incl. Schwab, GV, Citi

What they offer
✓AI estate & tax planning
✓wills
✓trusts
Good to know

$65M Series B 2026

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Details

Category
Estate & legal
Footprint
National (50 states)
Headquarters
Tempe, Arizona
Founded
2021
Ownership
Private, VC-backed
Pricing / model
B2B SaaS (advisors/RIAs)
Website
wealth.com

Request an intro to Wealth.com

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