Wealth.com
Plan for every tomorrow
Tempe, United States · Founded 2020 · $111.0M raised
- Headquarters
- Tempe, Arizona
- Employees
- 51–200
- Founded
- 2020
- Business Model
- B2B
- Website
- wealth.com
- Total Funding
- $111.0M
- Last Round
- $65.0M Series BApr 2026
- Rounds
- 4
About
Wealth.com is the leading estate and tax planning platform for wealth management firms. It equips financial advisors with tools to deliver sophisticated estate planning, tax intelligence, and AI-powered insights at scale. Founded in 2020 by Rei Carvalho and Rafael Loureiro, the platform is trusted by thousands of wealth management firms including LPL Financial and Osaic.
Summary
Wealth.com is an Estate Planning company based in Tempe, United States, founded in 2020. It has raised $111.0M in total across 4 rounds, most recently a $65.0M Series B round in Apr 2026. Investors include GV, Charles Schwab and Anthos Capital.
Tech & App Stack
10 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
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Funding History
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Apr 2026
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Seed through Series B — per-round amounts, valuations, and who invested in each round.
Investors
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