Wealth.com Raises $65 Million to Expand AI Wealth Planning Platform
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Wealth.com has raised $65 million in Series B funding to expand its AI-powered wealth planning platform for estate and tax planning within wealth management firms. The platform, powered by its proprietary AI engine Ester Intelligence, aims to unify and automate planning processes.
Wealth.com has secured $65 million in an oversubscribed Series B funding round to support its AI-powered wealth planning platform. The platform is designed for estate and tax planning within wealth management firms, unifying fragmented systems into structured, AI-driven workflows. The funding round was led by new and existing institutional investors, including Titanium Ventures, Pruven Capital, and Charles Schwab. Wealth.com's AI engine, Ester Intelligence, is purpose-built for estate and tax planning, producing deterministic and auditable outputs. The company plans to use the capital to build better products, grow its client base, and expand its distribution network. The platform now supports firms managing over $15 trillion in client assets.
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