Wealth.com raises $65M to bring AI-powered estate and tax planning to 50,000+ financial advisors

Wealth management is getting rebuilt from the inside out, and the shift is happening faster than most firms expected. Wealth.com, a platform focused on estate and tax planning, has raised $65 million in an oversubscribed Series B round to power the AI-driven future of wealth management, as financial institutions move away from fragmented tools and manual workflows.

The round brought in new backers including Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners. Existing investors returned as well, including Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures. The deal builds on earlier momentum, with GV leading the company’s Series A in 2024 and Schwab taking a strategic stake the following year.

Wealth.com is positioning itself as a central system for planning across wealth management firms. Its platform connects estate and tax planning into a single workflow, replacing a patchwork of spreadsheets, legacy software, and manual reviews that many advisors still rely on. Over the past year, usage of its AI-driven workflows jumped 664% year over year, a signal that firms are shifting quickly toward structured data and automation.

AI is rewriting wealth management: Wealth.com raises $65M to replace manual estate and tax planning

That shift is showing up across the industry. Wealth.com has pushed into enterprise firms, RIAs, and institutional channels, securing approvals from the three largest broker-dealers in the U.S. That opens the door to more than 50,000 financial advisors. The company has kept revenue growth above 3x annually over the past four years and now works with advisory firms managing over $15 trillion in client assets. Agreements with three of the country’s top five banks have helped accelerate adoption.

“Wealth management technology is being rebuilt in real time,” said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. “The old model, characterized by fragmented tools, manual analysis and inconsistent advice, cannot keep up with what advisors and clients now expect. The next generation of firms will be defined by their ability to scale expertise with technological precision and trust. Wealth.com is building that platform, and over the past year alone, has been deployed by the nation’s largest RIA, the largest broker-dealer and the largest custodian.”

At the center of the platform is Ester Intelligence, the company’s AI engine trained specifically on estate planning, tax scenarios, and advanced wealth structures. It runs inside the platform and can plug into a firm’s internal systems. The focus is on deterministic, auditable outputs, a requirement in financial advisory work where errors carry real consequences. In 2025 alone, Ester processed more than 100,000 estate documents and performed over 1,000 calculations per estate distribution, giving advisors a way to deliver detailed planning without slowing down.

Investors see the company as part of a broader shift across financial services, where AI is moving from experimentation into core operations.

“We believe AI will fundamentally reshape how advice is delivered across wealth management,” said Travis Skelly, partner at Pruven Capital. “Wealth.com is the purpose-built platform for that future, combining structured data, domain-specific intelligence, and enterprise-grade security into a single system. Their rapid growth and unprecedented industry adoption are signals of a much larger shift, and we’re excited to partner with them in leading what AI-powered wealth management will look like for the years to come.”

Estate planning sits at the foundation of Wealth.com’s strategy. It forces firms to map out assets, ownership structures, family relationships, and tax exposure in detail. That dataset becomes a base layer for broader financial planning. Earlier this year, the company expanded into tax planning, giving advisors a more complete view of client needs across both domains.

“We’ve long believed that artificial intelligence will supercharge the way we serve our clients, not only augmenting the power of our people, but also enabling access to highly personalized wealth management experiences,” said Neesha Hathi, managing director, head of Wealth and Advice Solutions at Schwab. “As the demand for wealth management grows, Wealth.com has created an intelligent, integrated platform that is helping to enhance and extend the specialized expertise investors are seeking — and doing so in a more scalable, intuitive and personalized way.”

The company’s footprint has grown quickly. Thousands of RIAs now use the platform, alongside major banks and custodians. Industry recognition has followed, including top market share in estate planning in the Kitces AdvisorTech Survey, a spot on the CB Insights Fintech 100, and multiple awards from WealthManagement.com. In the latest T3/Inside Information Software Report, Wealth.com again led its category and earned high marks for user satisfaction.

The new capital will go toward product development, acquisitions, and deeper expansion across enterprise and institutional clients. The company is opening a New York City office in May as part of its next phase.

Behind the funding is a larger shift that’s hard to ignore. Wealth management is moving away from human-heavy processes built on disconnected systems. Firms are starting to rebuild around structured data, automation, and AI systems that can scale expertise across thousands of clients. Wealth.com is betting that estate and tax planning will be the anchor point for that transition.