Wealth
Founded 2021 Β· 5 known investors
Wealth.com offers an advisor-led platform for estate and tax planning that generates legal documents (wills, trusts, powers of attorney), analyzes existing documents via its AI engine Ester, and models wealth-transfer scenarios. It serves advisory firms, broker-dealers, and private banks managing clients from mass affluent to ultra-high-net-worth.
AI & Machine LearningFintechLegalTech
Investors Β· 5
PruVen Capital PartnersLos Altos Β· $100K β $10M
Titanium VenturesSydney Nsw Β· $5M β $10M
Bertelsmann India InvestmentsreportedNoida Β· $5M β $15M
Also in the syndicate Β· 2
Alpha WaveShepherd's Hill group
Funding
SEC filings, press & company announcements- Undisclosed amountSeries BApr 2026Source β
Source: company announcements and press reports β follow each round's link for the claim.
In the news
Frequently asked questions
- What does Wealth do?
- Wealth.com offers an advisor-led platform for estate and tax planning that generates legal documents (wills, trusts, powers of attorney), analyzes existing documents via its AI engine Ester, and models wealth-transfer scenarios. It serves advisory firms, broker-dealers, and private banks managing clients from mass affluent to ultra-high-net-worth.
- Who are Wealth's investors?
- Wealth's investors include PruVen Capital Partners, Titanium Ventures, Bertelsmann India Investments.