Wealth.com, a Phoenix, AZ-based provider of an end-to-end estate planning platform, raised $30M in Series A funding.
The round was led by GV, with participation from Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.
The company intends to use the funds to accelerate product innovation, enhancing its technology and integration capabilities, as well as the development of new features tailored to the needs of advisors and their clients, and further consolidate its market position among financial advisors and wealth management firms.
Led by CEO Rafael Loureiro, wealth.com provides a platform empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients. This funding follows the recent launch of its Family Office Suite™, a collection of estate management tools designed for high-net-worth and ultra-high-net-worth clients. The suite enhances advisors’ ability to efficiently manage complex estates, with features that simplify estate visualization, optimize tax planning and streamline reporting processes.
FinSMEs
16/09/2024