Wealth.com, an AI-powered platform for estate and tax planning, has successfully closed an oversubscribed $65 million Series B funding round. The investment, which attracted new backers like Titanium Ventures and Pruven Capital, underscores the growing demand for intelligent automation in wealth management. This capital infusion will fuel the company's mission to modernize how financial advisors deliver comprehensive planning services to their clients.
Impressive Growth and Market Penetration
The company has demonstrated remarkable financial momentum, achieving at least a threefold increase in revenue annually for the past four years. This rapid expansion is driven by accelerating adoption across enterprise, institutional, and registered investment advisory channels. The consistent growth highlights a strong market fit for its integrated planning solutions and intelligent automation capabilities.
In 2025, Wealth.com secured pivotal approvals from the three largest broker-dealers in the United States, unlocking access to over 50,000 advisors. The platform now supports advisory firms that collectively manage more than $15 trillion in client assets. These strategic milestones, including agreements with top banks, solidify its position as a key technology provider in the industry.
The Power of Proprietary AI
Central to the platform's success is Ester Intelligence, a proprietary AI engine specifically trained for complex estate and tax planning scenarios. Unlike general AI models, Ester is designed to produce deterministic and auditable outputs suitable for high-stakes financial settings. This specialized approach ensures accuracy and reliability for advisors and their clients.
During 2025, the AI engine processed over 100,000 estate documents and executed thousands of complex calculations per distribution. This powerful automation enables advisors to deliver sophisticated planning with enhanced speed, scale, and consistency. The technology empowers firms to replace fragmented manual processes with a more structured and intelligent workflow.
Investor Confidence and Industry Vision
The funding round saw enthusiastic participation from new investors alongside existing backers like GV and Charles Schwab, signaling strong market confidence. CEO Rafael Loureiro stated that wealth management technology is being rebuilt, moving away from fragmented tools toward integrated platforms. He noted that the next generation of firms will be defined by their ability to scale expertise with technology.
Travis Skelly, a partner at new investor Pruven Capital, affirmed this vision, stating that AI will fundamentally reshape advice delivery. He described Wealth.com as the purpose-built platform for this future, combining structured data with domain-specific intelligence. This endorsement highlights the industry's recognition of the company's strategic importance and innovative approach.
Strategic Use of Capital
Wealth.com plans to allocate the new funds toward several key growth initiatives to further solidify its market leadership. The capital will accelerate AI and product development, support potential strategic acquisitions, and expand enterprise distribution. Additionally, the company will broaden its national footprint, including the opening of a new office in New York City.
This $65 million investment marks a significant milestone for Wealth.com, equipping it to further accelerate the adoption of AI in wealth management. The funding validates the company's impressive growth trajectory and its vision for a more integrated, intelligent future for financial planning. As the industry evolves, Wealth.com is now better positioned than ever to empower advisors with the advanced tools needed for modern client service.