Wealth.com is a Phoenix/Tempe-based AI-powered platform that modernises how wealth-management firms deliver estate and tax planning to advisors and their clients. Its proprietary AI engine — Ester Intelligence (Ester™) — automates the production of estate plans, intake workflows and tax-planning workpapers, and is embedded as an "infrastructure layer" inside enterprise platforms including Dynasty Financial Partners' Dynasty Desktop. The product targets the 50,000+ US financial advisors who today still assemble estate and tax deliverables with fragmented point tools, and the company plans to open a New York City office in May 2026 to accelerate enterprise distribution.
1
Round
5
Tags
Apr 16, 2026
Latest raise
Funding activity · 1 round
Apr 16, 2026
$65M
Series B
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