Wealth.com, an AI-powered platform transforming estate and tax planning for wealth management firms, has raised $65 million in Series B funding. New investors include Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with continued support from existing investors such as Charles Schwab, GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures. This round represents a strategic investment in AI-driven wealth management, positioning estate and tax planning as a foundational data layer for scalable client advice. Wealth.com aims to convert specialized planning workflows into an enterprise software platform powered by domain-specific AI, leveraging structured legal and tax data to provide consistent, auditable, and integrated advisory services across RIAs, broker-dealers, banks, and custodians. The funding reflects investor confidence in vertical AI platforms that serve as central operating systems for high-trust financial workflows, where personalization, compliance, and scalability are essential.

Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management