Wealth.com Raises $65 Million Series B as Advisors Adopt AI-Powered Planning
Wealth.com, an AI platform for estate and tax planning, closed a $65 million Series B round led by Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners. Google Ventures, Charles Schwab, Citi Ventures and other existing investors also participated in the oversubscribed round.
The company has grown 3x in revenue for four consecutive years. It now serves advisory firms managing more than $15 trillion in client assets and has secured approvals from the three largest U.S. broker-dealers, giving it access to over 50,000 financial advisors.
AI Workflows Show Steep Adoption Curve
Wealth.com reported 664% year-over-year growth in AI-powered workflows during the past year as firms replace manual planning processes with automated systems.
The company's proprietary AI engine, called Ester Intelligence, is trained on estate planning, tax planning and wealth scenarios. Unlike general-purpose language models, Ester produces deterministic, auditable outputs - a requirement for high-stakes financial advice. In 2025, it processed over 100,000 estate documents and performed more than 1,000 calculations per estate distribution.
Rafael Loureiro, CEO and co-founder, said the old model of fragmented tools and manual analysis cannot meet current expectations. "The next generation of firms will be defined by their ability to scale expertise with technological precision and trust," he said.
Major Institutions Drive Adoption
Wealth.com has deployed systems at the nation's largest RIA, the largest broker-dealer and the largest custodian. The company also has agreements with three of the top five banks in the country.
Charles Schwab made a minority strategic investment in April 2025 and participated again in this round. Neesha Hathi, managing director of Wealth and Advice Solutions at Schwab, said the platform enables advisors to deliver personalized advice at scale.
In 2025, Wealth.com was named category leader in estate planning market share by the Kitces AdvisorTech Survey. The 2026 T3/Inside Information Software Report found it had nearly doubled its market share year over year among purpose-built estate planning providers.
Expansion Into Tax Planning and New Markets
Earlier this year, Wealth.com expanded its platform to include tax planning, broadening its reach across the advisor-client relationship. The company plans to open a New York City office in May.
Series B proceeds will fund AI and product development, strategic acquisitions, enterprise distribution expansion and geographic growth.
For management professionals overseeing technology adoption or financial operations, understanding how AI for Finance reshapes advisory workflows is increasingly relevant. Firms evaluating AI platforms should assess whether tools produce auditable outputs and integrate with existing systems. AI for Management training can help leaders evaluate vendors and manage implementation across teams.
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