Wealth.com, a Phoenix-based wealth technology company specializing in AI-powered estate and tax planning, has raised $65 million in an oversubscribed Series B funding round to accelerate product innovation, expand its enterprise footprint, and advance artificial intelligence capabilities for financial advisors and institutions. The latest financing comes as the company continues to experience rapid adoption among wealth management firms seeking modern planning tools that integrate estate and tax strategies into a single platform.

The Series B round attracted new investments from Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with participation from existing investors Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures. The funding follows the company’s earlier $30 million Series A round announced in 2024 and brings total capital raised to more than $100 million.

Founded by Rafael Loureiro, Tim White, and Matin Mirramezani, Wealth.com has developed a platform that enables financial advisors to incorporate estate planning and tax planning into broader wealth management services. The company aims to replace traditional manual workflows and disconnected software with an integrated, AI-powered platform capable of supporting advisors throughout the planning process. By combining estate planning documents, tax analysis, and intelligent automation, Wealth.com helps advisory firms deliver more comprehensive planning experiences for clients.

The company has experienced significant momentum over the past several years as financial institutions increasingly adopt artificial intelligence to improve operational efficiency and client engagement. According to Wealth.com, AI-powered workflows on its platform have increased by 664% year over year, while the business has achieved at least threefold revenue growth annually during each of the past four years. The platform now supports advisory firms that collectively manage more than $15 trillion in client assets, highlighting its growing presence across the wealth management industry.

A key component of Wealth.com’s offering is Ester, the company’s proprietary artificial intelligence technology. Ester is designed to help advisors analyze estate planning documents, summarize complex legal information, identify tax planning opportunities, and model different planning scenarios. Rather than replacing advisors, the AI system is intended to automate time-consuming analytical work, enabling professionals to focus on client relationships and strategic financial advice.

The newly raised capital will be used to accelerate artificial intelligence research, expand product development, pursue strategic acquisitions, and strengthen enterprise distribution. Wealth.com also plans to broaden its institutional presence by opening a New York City office while continuing to invest in engineering, customer success, and sales teams. These initiatives are intended to support increasing demand from banks, registered investment advisors, independent advisory firms, and other financial institutions adopting digital planning tools.

The company’s growth has been driven by increasing demand for integrated financial planning as advisors seek more comprehensive solutions for high-net-worth and mass affluent clients. Traditionally, estate planning and tax planning have relied on multiple disconnected systems and manual document reviews. Wealth.com believes artificial intelligence can simplify these processes by providing structured insights, automating document analysis, and generating planning recommendations within a unified workflow.

Beyond independent advisory firms, Wealth.com has expanded relationships with large financial institutions. The company has secured agreements with several of the nation’s largest banking organizations and has broadened its reach across enterprise, registered investment advisor, and institutional channels. As regulatory requirements and client expectations continue evolving, advisors are increasingly looking for technology that enables them to deliver personalized planning at greater scale.

Investor support reflects continued confidence in wealth technology platforms that combine artificial intelligence with specialized financial expertise. Both new and existing investors bring significant experience across fintech, enterprise software, venture capital, and financial services, providing Wealth.com with strategic resources in addition to capital. The continued participation of existing backers also demonstrates confidence in the company’s execution and long-term growth strategy.

As artificial intelligence reshapes the financial advisory industry, Wealth.com is positioning itself as a core technology provider for estate and tax planning. With fresh Series B financing, expanding enterprise adoption, and continued investment in AI-powered planning capabilities, the company plans to strengthen its leadership position while helping advisors deliver faster, more personalized, and more comprehensive planning services to clients across the wealth management landscape.

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