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Wealth, Inc./AZ

Wealth.com is the leading AI-powered estate and tax planning platform for financial advisors and wealth management firms.

Series BFintechPhoenix, AZ201-500 employees

Total raised

$29.1M

Last round

Equity

$29.1M · Sep 2024

Stage

Series B

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.