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Wealth.com Raises $65M, Adds Dynasty as Investor
By
Janet Levaux
News April 16, 2026 at 11:20 AM
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What You Need To Know
- Existing investors like Charles Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
- Wealth.com clients can now add its AI tool, Ester Intelligence, to their technology ecosystems and advisor workflows.
- The firm plans to open a New York City office in May.
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