W
Wealth.com
United States · Fintech · Enterprise software · AI
Provides AI-powered estate and tax planning platform for wealth management firms
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series B | $65M | 53 Stations — Role not disclosedAlumni Ventures — Role not disclosedAnthos Capital — Role not disclosedCharles Schwab — Role not disclosedCiti Ventures — Role not disclosedDynasty Financial Partners — Role not disclosedGV (Google Ventures) — Role not disclosedPruven Capital — Role not disclosedThe K Fund — Role not disclosedTitanium Ventures — Role not disclosed |