Wealth.com
Last verified 2026-05-08. JSON
The funding figures on this page are attributed, not sourced: a publisher is on record but no document URL is. How we mark provenance.
| Total raised | $65.0Mattributed |
|---|---|
| Latest round | series-b, $65.0M, 2026-04-01attributed |
| Founded | 2021 |
| Headquarters | Tempe, US |
| Industry | fintech |
| Stage | series-b+ |
| Website | ealth.com |
Wealth.com is an estate and tax planning platform for advisors, generating attorney-grade wills, trusts, and powers of attorney and analyzing documents with its Ester AI. It serves advisors planning for affluent to ultra-high-net-worth clients, with partners like LPL and Schwab. Its edge is drafting plus AI that reads and visualizes estate plans.
Funding rounds
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2026-04-01 | series-b | $65.0M | gv |
Provenance
| Fact | Status | Basis |
|---|---|---|
| Series B, $65.0M | attributed | crunchbase named as publisher. No document URL on file. |
| Total raised $65.0M | attributed | crunchbase named as publisher. No document URL on file. |
| Company existence | self-reported | ealth.com, read 2026-05-08 |
| Description | self-reported | ealth.com, read 2026-05-08 |
Nothing on this page is sourced yet. A sourced fact links to a document that states it.
Change history
No change recorded since records began on 2026-09-24.