Wealth.com Secures $65M Series B Funding
Wealth.com, an AI-powered wealth management platform, has closed an oversubscribed $65 million Series B round led by new investors Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners. Existing backers including Charles Schwab, Google Ventures, Citi Ventures, and others also participated. The Phoenix-based company specializes in modernizing estate and tax planning for wealth management firms through technology-driven solutions. This latest funding follows strong institutional momentum, with Google Ventures leading the Series A in September 2024 and Charles Schwab making a strategic investment in April 2025. Wealth.com serves thousands of financial institutions seeking to scale planning services efficiently and consistently across their client bases.
