Wealth.com Closes $65M Series B to Power AI Future of Wealth Management
Insider Brief PRESS RELEASE — Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, announced it has raised $65 million in an oversubscribed Series B round. New investors included Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, with participation from existing investors including Charles Schwab (“Schwab”), GV (Google Ventures), […]