AI-powered wealth management platform Wealth.com has raised $65 million in an oversubscribed Series B funding round joined by Google Ventures and Citi Ventures.
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Titanium Ventures, Pruven Capital, The K Fund, Dynasty Financial Partners, Charles Schwab, 53 Stations, Anthos Capital and Alumni Ventures also participated in the round.
Wealth.com has built a central intelligence layer for wealth management, unifying estate and tax planning within a single platform designed for financial advisors and their clients.
At the core of the platform is Ester Intelligence, a proprietary AI engine trained on estate planning, tax planning and advanced wealth scenarios and reporting. Embedded directly within the Wealth.com platform, Ester powers advisor workflows end-to-end, while also enabling firms to integrate its capabilities into their own AI infrastructure.
Over the past year, the company says it has seen 664% year-over-year growth in AI-powered workflows as firms increasingly replace fragmented, manual planning processes with structured data and intelligent automation.
Wealth.com has expanded rapidly across enterprise, registered investment advisory and institutional channels. In 2025, the company secured approvals from the three largest broker-dealers in the United States, unlocking access to over 50,000 financial advisors.
The new funding will be used to accelerate AI and product development, support strategic acquisitions, expand enterprise and institutional distribution, and broaden the company’s national footprint – including the opening of its New York City office in May.
“Wealth management technology is being rebuilt in real time,” says Rafael Loureiro, chief executive officer, Wealth.com. “The old model, characterized by fragmented tools, manual analysis and inconsistent advice, cannot keep up with what advisors and clients now expect.
“The next generation of firms will be defined by their ability to scale expertise with technological precision and trust. Wealth.com is building that platform, and over the past year alone, has been deployed by the nation’s largest RIA, the largest broker-dealer and the largest custodian.”
