Listen to this articleWealth.com closed an oversubscribed $65 million Series B round, backed by new lead investors. The capital will expand its AI estate and tax planning platform, with continued support from existing backers like Charles Schwab and GV.
Wealth.com has closed an oversubscribed $65 million Series B funding round, led by a group of new investors including Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with continued participation from existing backers such as Charles Schwab, GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures.
This round follows the company’s $30 million Series A in September 2024 (led by GV) and Schwab’s strategic minority investment in April 2025, bringing the platform’s trajectory into sharp focus as a leader in AI driven estate and tax planning for wealth management firms. The capital will accelerate expansion of its proprietary AI capabilities, deepen enterprise integrations, and fuel the rollout of its recently launched tax planning solution, which has already been adopted by more than 1,000 advisory firms in just two months.
What is Wealth.com?
Wealth.com operates as the industry’s leading end to end AI platform that unifies estate and tax planning for financial advisors, broker dealers, RIAs, and private banks. Its core offering centers on Ester Intelligence, a purpose built AI engine trained specifically on estate documents, tax returns, trust provisions, and advanced wealth scenarios. Unlike generic large language models, Ester delivers deterministic, auditable outputs, extracting data from over 100,000 estate documents last year, performing more than 1,000 calculations per estate distribution, and generating attorney grade documents such as revocable trusts, wills, powers of attorney, and health care directives across all 50 states.
Advisors use the platform to move beyond static, one time planning: they model multi generational wealth transfer scenarios, project tax liabilities under evolving regulations, visualize estate flows, and maintain continuous monitoring through a secure client vault and advisor client portal. Deep integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, Carta, Coinbase, and Zillow embed the tool directly into existing workflows, while API support allows firms to layer Ester’s intelligence into their own systems.
The funding arrives amid explosive growth. Wealth.com has achieved at least threefold revenue growth in each of the past four years. In the most recent period, AI powered workflows surged 664% year over year. The company now powers planning for advisory firms overseeing more than $15 trillion in client assets and has secured approvals from the three largest U.S. broker dealers, unlocking access to over 50,000 advisors. It also holds enterprise agreements with three of the top five banks and serves the nation’s largest RIA, largest broker dealer, and largest custodian.
Strategic partnerships have accelerated adoption. LPL Financial integrated Wealth.com to reach more than 32,000 advisors; Dynasty Financial Partners embedded Ester AI as a Service across its network of 600+ advisors and $125 billion in assets; and recent collaborations with Zocks, Advyzon, Osaic, and Cetera further embed the platform in advisor ecosystems. These moves coincide with the January 2026 launch of its integrated tax planning module, which combines estate data with tax document analysis to surface risks, conflicts, and optimization opportunities in real time.
Investors highlight the platform’s unique positioning. Pruven Capital’s Travis Skelly noted that Wealth.com combines structured data, domain specific AI, and enterprise grade security into a single system capable of reshaping advice delivery. Schwab’s Neesha Hathi emphasized that the platform augments human expertise while delivering personalized, scalable experiences as wealth management demand grows. CEO and co-founder Rafael Loureiro framed the moment as a fundamental rebuild of wealth technology: fragmented manual processes are giving way to intelligent automation that scales expertise with precision and trust.
The $65 million infusion validates Wealth.com’s transition from estate planning pioneer to full spectrum intelligence layer for modern wealth management. By anchoring on the rich, interconnected data of estate and tax planning, the company creates a durable moat: once a firm’s client books are ingested and continuously updated, downstream opportunities in portfolio construction, retirement modeling, philanthropic structuring, and generational wealth transfer become far more actionable. This positions Wealth.com to capture a larger share of the advisor technology stack at a time when firms face pressure to deliver differentiated, high touch planning at scale.
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Enterprise momentum is particularly telling. Approvals from major broker dealers and banks signal that the platform meets rigorous compliance, security, and audit standards, barriers that have historically slowed fintech adoption in wealth. The oversubscribed round, combined with repeat strategic participation from Schwab and GV, reflects confidence that AI native solutions will drive the next wave of advisor productivity and client retention. Firms using Wealth.com already report measurable lifts: clients who complete estate plans through the platform show 2.2× AUM growth within 18 months, demonstrating that proactive planning directly expands relationships and assets.
Looking ahead, the capital will likely fund further AI advancements, expanding Ester’s deterministic reasoning, broadening tax scenario modeling under potential regulatory shifts, and accelerating international or multi jurisdictional capabilities. It will also support go to market scale, deeper custodian and CRM embeddings, and possibly adjacent modules such as charitable planning or family office reporting. In a market where the great wealth transfer is underway and advisors struggle to handle increasing complexity with legacy tools, Wealth.com’s unified, AI first approach offers a clear path to higher margins, faster client onboarding, and more consistent advice quality across mass affluent to “ultra high net worth” segments.
The Series B marks a decisive step in Wealth.com’s evolution into the central intelligence platform for estate and tax planning. With proven product market fit, elite investor alignment, and hyper growth metrics, the company is well positioned to redefine how the wealth management industry delivers sophisticated, ongoing planning at scale, turning what was once a periodic, attorney heavy process into a continuous, advisor empowered advantage.
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