US · estate planning · fintech · tax planning
Who invested in Wealth.com
One round we have observed, with the investors the report named. Every figure below came from a named source, and where the company reported the raise to the SEC itself, that is shown beside it.
1
rounds observed
10
investors named
$65M
reported across those rounds
Apr 2026
most recent
The rounds
Series B · Apr 2026 · $65M
Alumni Ventures, GV, Citi Ventures, Anthos Capital, Titanium Ventures, Pruven Capital, 53 Stations, Charles Schwab, Dynasty Financial Partners, The K Fund
Reported by TechStartups and 1 other
Everyone who backed them
InvestorTypeRounds
Missing a round, or an investor who was in one? Tell us.