Wealth.com
Provides AI-powered estate and tax planning platform for wealth management firms
$65MSeries B
Role not disclosedPC
Pruven Capital
Activity from announced rounds
Activity in this selectionApr 30, 2026 · Fintech · Apr 1, 2026
Pruven Capital invests in enterprise IT and business AI, alongside insurance, finance, healthcare and property technology.
Investment focus
The firm’s stated geographic focus includes the United States, Europe, Latin America and Southeast Asia. It backs companies changing how businesses operate across its horizontal and sector-specific areas.
Activity recorded by RoundOS
Recorded examples include Pace’s insurance workflows, Wealth.com’s estate and tax planning, Accrual’s accounting software and Angle Health’s employer health insurance. The selection shows financial and administrative infrastructure across different customer groups.
Sources
- Rounds participated in
- 1
- Confirmed lead rounds
- — 1 roles undisclosed
- New companies
- 1 First participation on record · 0 follow-on
- Funding in participating rounds
- $65M 1 disclosed · full round size, not this investor’s share