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Wealth.com

AI-powered platform unifying estate and tax planning for financial advisors to generate documents and optimize strategies.[1]

Series AFintechPhoenix, AZ51-200 employees

Last round

Series A

Stage

Series A

Status

Active

Founders & team

Co-founder, CEO

Co-founder, CTO

Head of Engineering

Head of Sales

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Web traffic

Search interest

Social followers

Glassdoor rating

News mentions

Gov contracts

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About this data

FlareSight surfaces funding data from SEC Form D filings within hours of submission. Browse our full startup funding database to find more recently funded companies.