Our mission is to modernize personal finance, making it dynamic and accessible for all. We empower you to manage your estate digitally with modern tools to take control of your assets and legal expertise to help secure your family’s financial future.
Location: United States, Arizona, Phoenix
Employees: 11-50
Total raised: $46M
Founded date: 2021
Investors 1
| Date | Name | Website |
| 22.09.2022 | Stormbreak... | stormbreak... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 17.09.2024 | Series A | $30M | - |
| 23.03.2022 | Seed | $16M | - |
Mentions in press and media 14
| Date | Title | Description |
| 25.09.2024 | Startups Look To Streamline Tasks Around Death And End-of-Life Planning | 6 Shares Email Facebook Twitter LinkedIn Earlier this week, we wrote about what startups are doing to help us live longer. No matter how long we manage to extend lifespans, however, we won’t be around forever. And that brings us to our next... |
| 18.09.2024 | Wealth.com Secures $30 Million to Revolutionize Estate Planning | In the heart of Phoenix, a quiet revolution is brewing. Wealth.com, an innovative estate planning platform, has just secured $30 million in Series A funding. This financial boost is not just a number; it’s a testament to the shifting landsc... |
| 17.09.2024 | Wealth.com: Estate Planning Platform Company Raises $30 Million (Series A) | End-to-end estate planning platform Wealth.com announced that it had raised $30 million in Series A funding led by GV (formerly Google Ventures). This investment validates the growing significance of combining scalable next-generation techn... |
| 16.09.2024 | Wealth.com Closes $30M Series A Funding | Wealth.com, a Phoenix, AZ-based provider of an end-to-end estate planning platform, raised $30M in Series A funding. The round was led by GV, with participation from Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures. The co... |
| 28.06.2023 | Wealth.com Unveils Ester: A Disruptive AI-Powered Legal Assistant Redefining Estate Planning | Expert-led technology streamlines processes, enhances efficiency, and drives unprecedented value for financial professionals and their clients Wealth.com, the industry’s leading estate planning platform, announced the official launch of Est... |
| 13.01.2023 | 13 Essential Financial Steps Millennials Need To Take Within Five Years | Currently, Millennials range in age from the late 20s to the early 40s, placing them in the heart of their professional and earning years. Many are managing budgets as they raise young families, pay off student loan debt and begin providing... |
| 23.11.2022 | Короткая история про один простой, но неудавшийся «стартап», который кто-то еще может запилить | В мае 2020 года мы запустили магазин цифровых юридических продуктов. Иными словами — решили продавать шаблоны в ворде и инструкции в PDF. Первым продуктом был Путеводитель по сокращению фонда оплаты труда. Если помните, в то время как раз м... |
| 18.10.2022 | 15 Smart Steps For Finding The Right CPA For Your Company’s Needs | In an increasingly unpredictable economy, it’s critical for business owners to monitor their cash flow and keep track of their debts and assets. While some finance- and tech-savvy business owners are able to handle all the ins and outs of f... |
| 08.09.2022 | Wealth.com and Bennie Announce New Partnership To Offer Digital Estate Planning To More Employers As A Benefit | Wealth.com + Bennie Partnership Announcement NEW YORK (PRWEB) September 08, 2022 Bennie (bennie.com), an employee benefits platform designed to make benefits more accessible and easier to understand, announced today they are partnering with... |
| 09.08.2022 | Wealth.com Sets New Standard for Security in Digital Estate Planning | Wealth.com CEO Rafael Loureiro and CTO Peter Shirley PHOENIX (PRWEB) August 09, 2022 Wealth Inc. (wealth.com), the most comprehensive digital estate planning platform, announced today that it achieved SOC 2 Type II compliance in accordance ... |
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