wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

We are thrilled to announce that wealth.com has successfully closed a $30 million Series A funding round, led by GV (Google Ventures). This milestone marks a pivotal moment in our journey to modernize and simplify estate planning, an industry that has long been burdened by outdated processes and complexity.

When we founded wealth.com in 2022, our mission was clear: to break down the long-standing barriers that have made estate planning a daunting and complex endeavor for so many. With an aging population and the unprecedented Great Wealth Transfer, where 84.4 trillion is set to change hands in the U.S. over the next two decades, we recognized a critical need for innovation in this space. The traditional tools and processes simply aren’t equipped to handle this massive wealth transfer efficiently, often leaving families underserved.

Empowering advisors to drive change

At wealth.com, we are leading the charge in transforming what was once an outdated and cumbersome process. Our platform equips advisors to offer estate planning solutions that are modern, inclusive, and sophisticated—yet approachable and easy for clients to navigate. In a short time, our platform has enabled advisors to bring estate planning into the 21st century, empowering them to help clients seamlessly protect and preserve their legacies. As Jamie Hopkins, Chief Wealth Officer of WSFS Bank and CEO of Bryn Mawr Capital Management, puts it:

"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."

This confidence in our platform is echoed across the industry, as demonstrated by our continued growth and recognition:

• Wealth.com has empowered 500+ Wealth Management firms to offer modern and comprehensive estate planning to their clients.
• The Wealth.com platform has facilitated the creation of tens of thousands of estate planning documents.
• The Wealth Management Industry Awards honored wealth.com in 2024 as the Best Technology Provider in the Trust category, and our CEO, Rafael Loureiro, received the Advisor Choice Award for Technology Providers: CEO of the Year.
• Fast Company recognized wealth.com as one of the 2024 Best Workplaces for Innovators.
• T3 Survey respondents, consisting of financial advisors, voted wealth.com as the #1 estate planning solution for 2024.

These accolades and metrics are a testament to the real impact wealth.com is making. Our recent launch of the Family Office Suite™ is just one example of how we are fulfilling our promise to innovate and lead in this space.

Looking ahead to what’s next

The participation of esteemed investors such as Citi Ventures, Outpost Ventures (an investment platform of Neuberger Berman), 53 Stations (supported by The Pritzker Organization), and Firebolt Ventures (led by renowned technology investor Gokul Rajaram) in this funding round is a powerful endorsement of our efforts. Their support underscores a shared vision for a future where estate planning is not only intuitive but also comprehensive.

Jelena Zec, Director of Venture Investing at Citi Ventures shares, “Wealth.com isn't just digitizing estate planning—it's revolutionizing it. Their AI-powered platform transforms a complex, time-consuming process into a streamlined, accessible service. We're excited to back a team that's not just imagining the future of wealth management, but building it.”

This Series A funding will enable us to accelerate the development of more advanced features, strengthening our leadership in tech-driven and AI-enhanced estate planning. We’re excited about the opportunities this capital unlocks to expand our product offerings and further solidify wealth.com as the go-to estate planning platform for advisors and wealth management firms.

We are incredibly grateful to our investors, clients, and partners who have believed in our vision and supported us throughout this journey. Their trust and confidence have been pivotal to our success. But our work is far from done. We remain deeply committed to our mission of modernizing estate planning through cutting-edge technology and will continue to find new ways to create value for advisors and users.

As our CEO, Rafael Loureiro, articulated:

“wealth.com is driven by a generational vision to transform estate planning, ensuring that the impact of our work will be felt by families for decades to come.”