Wealth.com (Series A)
Funding Details
Awarder
Inbox
Date Award
September 13, 2024
Vertical
Estate Planning
Funding URL
View Funding Page
Funding Amount
$30,000,000
Company Info
Traction
Ranked as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey.
Founders
Rafael Loureiro
Market
Wealth Management
Location
Phoenix, AZ, USA
Coinvestors
53 Stations, Citi Ventures, Firebolt Ventures, GV, Outpost Ventures
Company Description

Wealth.com is a digital estate planning platform designed to empower financial advisors with tools and resources.

Links
WebsiteCrunchbaseLinkedInTwitter
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