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
- Company Description
- Wealth.com is a digital estate planning platform designed to empower financial advisors with tools and resources.
- Market
- Wealth Management
- Location
-
Phoenix,
AZ,
USA
- Coinvestors
- 53 Stations, Citi Ventures, Firebolt Ventures, GV, Outpost Ventures
Links