Wealth.com has secured $65 million in an oversubscribed Series B round led by investors including Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with continued backing from Charles Schwab and GV (Google Ventures). The funding will accelerate the company’s mission to modernize wealth management through a unified platform that integrates estate and tax planning. Wealth.com has experienced rapid growth, including 664% year-over-year expansion in AI-driven workflows and adoption across enterprise, RIA, and institutional channels, now supporting firms managing over $15 trillion in assets.
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At the core of the platform is Ester Intelligence, its proprietary AI engine designed for deterministic, auditable financial planning. “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.”
