Wealth.com is modernizing one of the most complex and historically manual areas of financial advice: estate and tax planning. Estate planning has traditionally required expensive attorneys and slow, paper-heavy processes, putting comprehensive plans out of reach for many clients and out of scope for many advisors. Wealth.com's platform uses AI, combined with deep legal and tax expertise, to let wealth management firms generate and manage estate plans and tax-aware strategies efficiently and at scale.
The platform digitizes the estate-planning workflow end to end, helping advisors visualize a client's estate, surface planning opportunities, and produce the documents and structures clients need. By embedding AI into document generation and planning analysis, Wealth.com lets advisors offer estate and tax planning as a differentiated, scalable service rather than a one-off referral, deepening client relationships and capturing assets.
Wealth.com was co-founded by Rafael Loureiro, who serves as chief executive officer, and Tim White. The company has built enterprise-grade security and compliance into the platform, recognizing that estate and tax data is among the most sensitive information advisors handle. In 2025, Wealth.com was named the category leader in estate-planning market share in the closely watched Kitces AdvisorTech Survey, a strong signal of adoption among advisory firms.
In April 2026, Wealth.com raised $65 million in an oversubscribed Series B. New investors included Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, with participation from existing backers including Charles Schwab, GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures.
The roster of strategic investors, spanning custodians, banks, and advisor networks, reflects the platform's deep integration into the wealth-management ecosystem and positions Wealth.com to expand its AI capabilities across estate, tax, and broader financial planning.