Wealth.com Secures $65 Million to Scale AI Wealth Infrastructure
Wealth.com has raised $65 million in an oversubscribed Series B funding round led by new and existing institutional investors. The capital supports its AI-powered platform designed for estate and tax planning within wealth management firms. The company continues to position itself as a unified intelligence layer for modern advisory systems.
The round included new investors such as Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners. Existing backers including Charles Schwab, GV, Citi Ventures and Anthos Capital also participated. This mix of new and returning capital signals strong long-term institutional confidence.
The funding builds on earlier momentum across previous investment rounds. GV led Wealth.com’s Series A in 2024, strengthening early validation of its platform strategy. Charles Schwab followed with a strategic investment in 2025, deepening enterprise alignment.
Wealth.com sits right in the middle of a big change in how wealth management firms use technology. Companies are ditching clunky, disconnected tools and all that manual work. Instead, they’re leaning into AI-powered systems that tie everything together. This shift means there’s a growing need for planning platforms that can really scale.
Wealth.com wants to use its capital to keep building better products and grow its reach with bigger clients. They’re also looking to expand their distribution network and keep an eye out for smart acquisition opportunities. The goal is to accelerate adoption across institutional wealth networks.
AI Adoption Reshapes Estate and Tax Planning Systems
Wealth management is changing fast, thanks to artificial intelligence. The old way of handling estate and tax planning—lots of manual work, juggling disconnected software—just slows everything down and leads to mistakes.
Now, companies like Wealth.com are showing what’s possible. Their AI-driven platform is catching on quickly. In fact, they’ve reported a 664% jump in AI-powered workflows compared to last year.This reflects increasing demand for automated and structured planning systems.
Estate and tax planning remain some of the most complex areas in financial advisory services. Advisors must manage fragmented data sources across assets, entities and client structures. This complexity increases compliance risk and slows down decision-making.
Wealth.com addresses this challenge by unifying estate and tax planning into a single platform. It replaces fragmented systems with structured, AI-driven workflows. This allows advisors to operate with greater accuracy and speed.
The platform now supports firms managing more than $15 trillion in client assets. Adoption continues to expand across registered investment advisors and institutional firms. Integration across enterprise systems is accelerating steadily.
Ester Intelligence Powers Financial Planning Automation
Ester Intelligence powers automated wealth planning with structured data, delivering accurate, scalable, and compliance-ready financial insights. Source: Created by Ventureburn
At the core of Wealth.com is Ester Intelligence, its proprietary AI engine. It is purpose-built for estate planning and tax planning use cases within wealth management. The system produces deterministic and auditable outputs designed for regulated environments.
Ester Intelligence is trained on structured estate and tax datasets. It is designed to interpret complex financial relationships and deliver consistent outputs. This ensures reliability in high-stakes advisory decisions.
The system supports end-to-end advisor workflows across planning functions. It can also be integrated directly into enterprise infrastructure. This enables firms to embed AI capabilities into their own systems.
In 2025, Ester processed more than 100,000 estate planning documents. It also performed over 1,000 calculations per estate distribution. This demonstrates the platform’s scale and computational depth.
Unlike general-purpose AI models, Ester is domain-specific and deterministic. It focuses on precision and compliance rather than open-ended generation. This makes it suitable for regulated financial environments.
The system connects tax structures, family data and asset ownership layers. This creates a unified intelligence framework for wealth planning. It improves both speed and consistency in advisory workflows.
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Enterprise Expansion Strengthens Market Leadership Position
Wealth.com has expanded significantly across enterprise and institutional markets. It secured approvals from the three largest broker-dealers in the United States. This provides access to more than 50,000 financial advisors.
The company has also established partnerships with major banking institutions. These include three of the top five US banks. This strengthens its position in the institutional wealth ecosystem.
Wealth.com now supports advisory firms managing over $15 trillion in client assets. Its platform is widely deployed across RIAs, banks and custodians. This reflects deep institutional trust in its infrastructure.
Executives describe the wealth management industry as being rebuilt in real time. The shift is moving from fragmented legacy systems toward integrated AI platforms. Wealth.com is positioned at the centre of this transformation.
Investors highlight the company’s differentiated AI architecture. They point to its structured data design and enterprise-grade security systems. These capabilities support scalable deployment across financial institutions.
The company has also received multiple industry recognitions for innovation and market leadership. It continues to rank highly in estate planning technology adoption studies. This reinforces its competitive positioning.
Wealth.com plans continued expansion across North America. It is also strengthening its presence in New York to support enterprise clients. The focus remains on scaling intelligent wealth infrastructure globally.
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