Wealth.com

Raised $65M in a Series B round, announced 16 April 2026.

Round

Company

Software platform helping financial advisors deliver AI-driven wealth planning and estate tools.

Based in
Phoenix
Sector
AI
Website
wealth.com ↗

Founder

  • Rafael Loureirochief executive officer and co-founderLinkedIn ↗

Sources and links

Sources
Wealth.com raises $65M Series B as AI adoption accelerates across firms - InvestmentNews news.google.com
Wealth.com raises $65m Series B for AI wealth planning - FinTech Global news.google.com
Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management - Business Wire news.google.com
Website
wealth.com ↗
LinkedIn
Rafael Loureiro ↗
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