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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
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 a Fintech 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.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Apr 2026
Sign up to see all 4 events
Funding: Seed through Series B. Amounts, valuations, and investors where available.
Investors
Similar Companies
Sixth Street is a global investment firm managing over $130 billion in assets, focused on special...
Lufax Holding Ltd is a leading financial service platform in China empowering small and micro bus...
Du Xiaoman is a Chinese fintech company offering online credit, mobile wallet, payment, and wealt...
Canadian online investment management platform offering automated investing, self-directed tradin...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/wealth-com"><img src="https://indexed.vc/api/badge/company/wealth-com" alt="Wealth.com on Indexed.vc" width="260" height="76" /></a>