Wealth.com
Agent59Agent Readiness: 59/100. Top 25%. Measured by StartupHub.ai. Median 41.AI platform for wealth management firms to deliver estate and tax planning.
About
Wealth.com is an AI-powered platform designed to help wealth management firms provide comprehensive estate and tax planning services to their clients. The platform leverages artificial intelligence to streamline the complex processes involved in estate planning, making it more accessible and efficient for both advisors and their clients.
Key facts
At-a-glance profile data
- Website
- wealth.com
- Headquarters
- New York, New York, USA
- Founded
- 2020
- Employees
- 209
- Total funding
- $65M (Series B)
- Business model
- B2B
Wealth.com pricing
| Plan | Price |
|---|---|
| Estate PlanningEnd-to-End Estate Plan Creation and Execution, Supports Simple to Ultra-High-Net-Worth Estates, Trust, Will, and Beneficiary Design Tools | Contact sales |
| Tax PlanningMulti-year, Multi-State Tax Modeling, Tax Planning Integrated with Estate Planning, AI-Powered Tax Analysis | Contact sales |
| Estate Planning + Tax PlanningUnified Tax and Estate Planning in One Platform, Multi-Year, Multi-State Tax Modeling, Estate Plan Creation, Execution, and Ongoing Updates | Contact sales |
Inquire for Pricing. Annual contracts payable either in full or on a quarterly basis. Pricing is based on advisor seats with volume-based discounts. No per-client or per-document fees.
Plans as published by Wealth.com, checked September 2026. Current prices on wealth.com
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 16 Apr 2026 | Series B | $65M | - |
Tech stack
Detected on wealth.com, last scanned 19 Sept 2026. Run your own scan
- Frontend
- jQuery
- Analytics
- Google Tag Manager, Reddit Pixel
- SEO
- Yoast SEO
- Support
- HubSpot
- CMS / Builders
- WordPress, Webflow
- CDN
- Cloudflare
- Email provider
- Google Workspace
- Email marketing
- HubSpot Forms
- Status page
- Statuspage
Frequently asked
How much funding has Wealth.com raised?
Wealth.com has raised a total of $65M in funding. The most recent round on record is Series B.
How many employees does Wealth.com have?
Wealth.com has approximately 209 people on record.