US-headquartered wealth.com, an end-to-end estate planning platform, has landed $30 million in a Series A funding round led by GV, formerly Google Ventures, which recently invested in Bounti and Cribl. It saw participation from Citi Ventures, Outpost Ventures (an investment platform of Neuberger Berman), 53 Stations (supported by The Pritzker Organization), and Firebolt Ventures (headed by prolific technology investor Gokul Rajaram).
Funds utilisation
The new capital will fuel wealth.com’s continued expansion and product innovation, further establishing its position as the go-to platform for estate planning among financial advisors and wealth management firms. The funding will support the enhancement of its innovative technology and integration capabilities, as well as the development of new features tailored to the needs of advisors and their clients.
“Half of all personal wealth in the US will change hands over the next two decades. As we navigate the largest wealth transfer in history, the need and opportunity for estate planning solutions has arguably never been greater,” said Elena Sakach, partner at GV. “Clients naturally turn to their trusted advisors for guidance in this important pursuit, and wealth.com’s unique approach will make it easier for advisors to deliver on their clients’ holistic planning needs. We’re excited to support wealth.com’s founding team in this next growth phase, and I look forward to joining their board.”
Why is it important?
Trillions of dollars in personal wealth are poised to change hands in the US. over the next two decades, and many families need help to navigate this shift. Recognising this massive opportunity, wealth.com has developed a powerful, AI-enhanced estate planning platform that enables advisory firms to expand their service offerings and help clients safeguard their legacies. It offers a comprehensive and sophisticated yet incredibly user-friendly experience, all supported by deep legal expertise.
What does the company do?
Founded by Rafael Loureiro and Rei Carvalho, wealth.com’s leadership team brings together professionals with pedigrees from institutions such as Goldman Sachs, SoFi, Accenture, Perkins Coie, Google, and Wells Fargo.
It empowers over 500 wealth management firms to modernise the delivery of estate planning guidance to their clients. As a tech-led, end-to-end estate planning platform built specifically for financial institutions, the company helps drive scale and efficiency, meeting client needs across the wealth spectrum.
wealth.com offers a variety of estate planning features, including state-optimised legal documents, visual flowcharts, and probatable vs. non-probatable asset breakdowns; offers secure document storage in a bank-level-encrypted digital vault; tax planning services; and connects all client assets, including bank accounts, property, jewelry, and crypto.
“We are on a mission to modernise estate planning through innovative technology,” added Rafael Loureiro, chief executive officer at wealth.com. “Accompanied by this extraordinary group of investors, we’re not only prepared to achieve this vision—we’re already delivering results. Our platform has streamlined and unlocked access to estate planning for thousands, highlighting the generational change we’re driving in the industry. This investment validates our efforts to disrupt estate planning while supporting our continued growth and ability to serve an ever-expanding client base.”
