Wealth.com
PrivateLast Round
Series B
Apr 16, 2026
Total Funding Raised
$111M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Wealth.com operates in FinTech and is based in Tempe, Arizona. Its latest recorded funding round was a Series B round in April 2026.
Wealth.com is a financial technology company that provides an AI-driven, end-to-end estate and tax planning platform designed for financial advisors and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Legal Tech, Document Management
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Infrastructure
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealth.com Comparables
Compare Wealth.com with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vanilla | 93% | |
| Trust & Will | 82% | |
| Trucendent | 81% |
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Wealth.com Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 16, 2026 | ||||
| Strategic | Apr 16, 2025 | ||||
| Series A | Sep 16, 2024 | ||||
| Seed | Mar 22, 2022 |
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Key People
Founding team and executive leadership
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Wealth.com Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| GV | Series B, Series A |
| Citi Ventures | Series B, Series A |
| The K Funds | Series B |
| Outpost Ventures | Series A |
| PruVen Capital | Series B |
| Titanium Ventures | Series B |
| Firebolt Ventures | Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors grew 53% MoM, from 59.9K to 91.9K.
- Apr 16, 2026
Achieved at least 3x revenue growth in each of the past four years.
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Recent news
Latest coverage and updates
- hiresNov 4, 2026
On Nov 4th '26, Wealth Inc.'s former chief technology officer Kyle Pounder joins Mercer Advisors in Colorado to lead its core data team, supporting the Aspen wealth technology platform and broader AI strategy.
- launchesOct 28, 2026
Wealth Inc.'s Ester(R), a tax and estate planning tool, is now available in Schwab Advisor Center, with the announcement from Texas and Massachusetts on Oct 28th '26.
- integrates_withSep 27, 2026
Wealth Inc. integrates with Anthropic Limited to support estate and tax planning, providing deeper insights directly within the AI interface.
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Wealth.com Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Wealth.com's valuation, stock price, and market status.
Is Wealth.com a public or private company?
Wealth.com is a private company.
What is the current stock price of Wealth.com?
Wealth.com is a private company, so its shares have no public market price. Caplight tracks Wealth.com's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Wealth.com worth (valuation)?
Valuation information for Wealth.com is not publicly available.
Can I buy Wealth.com stock?
Wealth.com shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Wealth.com's last funding round?
Wealth.com's most recent funding round was Series B on April 16, 2026.
Who are the main investors in Wealth.com?
Key investors in Wealth.com include GV, Anthos Capital.
Will Wealth.com IPO soon?
No public IPO plans have been announced for Wealth.com.
How can I track Wealth.com secondary market activity?
Caplight tracks bids, offers, and trades in Wealth.com's shares on secondary markets.