Wealth.com Raises $30M in Series A Funding

Wealth.com, a Phoenix-based estate planning platform, has secured $30 million in Series A funding led by GV, with contributions from Citi Ventures and others. The funding aims to enhance product innovation and strengthen its market position among wealth management firms, particularly in response to the impending 'great wealth transfer' of over $80 trillion in assets. The company recently launched its Family Office Suite, which provides advanced tools for managing the complex needs of high-net-worth clients. Wealth.com's platform utilizes AI to optimize estate documents and improve the planning process for both new and existing clients. With 500+ wealth management firms already using its services, Wealth.com aims to address the growing demand for effective estate planning solutions. The urgency for such services is underscored by findings showing that many affluent investors feel inadequately supported by their current advisers.