The estate planning platform Wealth.com has raised $65 million in a Series B funding round intended to accelerate further development of its AI-driven estate and tax planning platform.
According to the company, its platform supports advisory firms managing more than $15 trillion in client assets.
The funding round included new investors Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, alongside existing investors such as Charles Schwab, Google Ventures, Citi Ventures and Anthos Capital.
“Wealth management technology is being rebuilt in real time,” wrote Rafael Loureiro, chief executive officer and co-founder of Wealth.com, in a prepared statement. “The next generation of firms will be defined by their ability to scale expertise with technological precision and trust.”
Wealth.com reported 664% year-over-year growth in AI-powered workflows and has expanded its reach across enterprise, registered investment advisory and institutional channels. In 2025, the company secured approvals from the three largest broker/dealers in the U.S., unlocking access to over 50,000 financial advisors.
Proceeds from the Series B will be used to enhance AI and product development, support strategic acquisitions, expand enterprise distribution and open a New York City office in May.
Wealth.com’s proprietary AI engine, Ester Intelligence, processed over 100,000 estate documents in 2025, delivering deterministic calculations for estate distributions, according to the company.
Ester Intelligence is embedded within Wealth.com’s platform and enables firms to integrate its capabilities into their own AI infrastructure. The company earlier in the week announced its expansion into what it is calling a fully integrated intelligence layer. The platform, which initially focused on estate document analysis, can now synthesize estate documents, tax returns, balance sheets and planning logic as part of a unified system of specialized agents. Advisors can ask complex questions across a client’s financial life and receive precise, actionable insights in seconds, according to the company.
The company expanded its platform earlier this year to include tax planning, creating what it intends to be a comprehensive solution for advisors and clients.
Wealth.com announced its Series A round in September 2024, which was led by Google Ventures, and followed in April 2025 by Schwab taking a minority stake in the company.
