Wealth.com, the leading platform for end-to-end estate planning, has raised $30 million in a Series A funding round led by GV (formerly Google Ventures), with participation from Citi Ventures, Outpost Ventures, 53 Stations, and Firebolt Ventures. This investment will accelerate Wealth.com’s product innovation and expansion, solidifying its role as the go-to estate planning solution for financial advisors and wealth management firms.
The new funding will help Wealth.com enhance its technology and introduce new features designed to meet the needs of advisors and their clients, particularly in light of the largest wealth transfer in U.S. history. “As we navigate the largest wealth transfer in history, the need for estate planning solutions has arguably never been greater,” said Elena Sakach, Partner at GV.
Wealth.com recently launched its Family Office Suite™, providing tools for high-net-worth clients that optimize tax planning and streamline estate management. The platform has been widely adopted and recognized, earning accolades such as inclusion in Fast Company’s Best Workplaces for Innovators list and the 2024 WealthManagement.com Industry Award for ‘Best Technology Provider.’
CEO Rafael Loureiro expressed excitement about the company’s trajectory: “This investment validates our efforts to disrupt estate planning while supporting our continued growth.”
Wealth.com is led by industry veterans with expertise in estate law, financial management, and data security, positioning the company to continue its mission of modernizing estate planning.
