April 16, 2026
Wealth.com
Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning.
- Round
- Series B
- Amount raised
- $65M
- Lead investor
- Anthos Capital
- Industry
- Artificial Intelligence (AI)
- Headquarters
- Tempe, United States
- Employees
- 51-100
- Website
- wealth.com
- View profile →
Other investors
- Charles Schwab
- Google Ventures
Source: Crunchbase snapshot 2026-05-15