Wealth.com

Wealth. com, based in the US, specializes in providing an integrated estate and tax planning platform that empowers financial advisors to enhance client services through advanced planning tools and document generation. Founded in 2021 in Tempe, US, Wealth. com offers a robust platform for estate planning.

The company has successfully raised a total of USD 65. 00 mn through its Series B funding round led by Charles Schwab, with participation from 53 Stations, Alumni Ventures Group, Anthos Capital, Citi Ventures, Dynasty Wealth Management, GV, PruVen Capital, The K Fund, and Titanium Ventures. The firm's focus is on serving financial advisors and their clients, particularly in North America, Western Europe, and select Asia-Pacific markets. Wealth.

com provides an integrated estate and tax planning platform tailored for financial advisors and their clients, facilitating planning for various wealth stages from mass affluent to ultra-high-net-worth individuals. The platform features automated generation of attorney-grade documents, including wills and trusts, alongside scenario modeling tools for tax analysis and estate distribution. Additionally, the platform incorporates Ester®, an AI-driven tool that streamlines the visualization of estate plans and tax documents, thereby enhancing the advisory experience. Wealth.

com operates on a subscription-based revenue model specifically designed for financial advisors and enterprises that require advanced estate planning solutions. This B2B transaction structure allows firms to utilize Wealth. com's platform to enhance their service offerings, while pricing plans are tailored to the scale and needs of advisory firms, enabling personalized estate planning experiences. The company’s revenue is supported by ongoing partnerships with major financial institutions and wealth management firms.

Wealth. com is strategizing future growth by focusing on the development of new estate planning products to be released in the upcoming year. The firm aims to expand its reach into new geographic regions, particularly in Europe and Asia, by the end of 2024. The recent funding from Bela Juju Ventures will aid in accelerating these initiatives, enabling Wealth.

com to enhance its platform capabilities and market presence.