Wealth.com, a platform focused on the delivery of estate and tax planning, said it raised $65 million Thursday in an oversubscribed Series B funding round.
New investors in the artificial intelligence-powered platform include Dynasty Financial Partners, while existing investors like Charles Schwab, Citi Ventures and GV (Google Ventures) also participated. (GV led Wealth.com's Series A in September 2024, while Schwab made a minority investment in the platform in April 2025.)
The firm plans to use its Series B funding to expedite further AI and product development efforts, as well as to support acquisitions and expand its national footprint. It plans to open a New York City office in May.
Technology for advisors and wealth managers is being "rebuilt in real time," Wealth.com CEO Rafael Loureiro said in a statement. "The old model, characterized by fragmented tools, manual analysis and inconsistent advice, cannot keep up with what advisors and clients now expect.
"The next generation of firms will be defined by their ability to scale expertise with technological precision and trust," Loureiro added. "Wealth.com is building that platform, and over the past year alone, has been deployed by the nation's largest RIA, the largest broker-dealer and the largest custodian."
The firm's platform is built around Ester Intelligence, an AI engine focused on estate planning, tax planning and advanced wealth scenarios and reporting. In 2025, Ester processed more than 100,000 estate documents and performed over 1,000 deterministic calculations per estate distribution.
Earlier this week, Ester Intelligence moved beyond helping advisors interact with estate documents to "synthesizing estate documents, tax returns, balance sheets and planning logic into a unified intelligence system," the firm says. Advisors can now "ask complex questions across a client's financial life and receive precise, fully contextualized insights in seconds."
Wealth.com clients can now add Ester Intelligence to their technology ecosystems and advisor workflows. This allows the AI tool to serve as "a teammate that can conduct research, perform analysis and generate client-ready deliverables within a single workflow," the firm says.
Over the past year, the firm struck deals with three large broker-dealers, extending access to its platform to over 50,000 financial advisors. It now works with advisory firms that collectively service more than $15 trillion in client assets.
"As the demand for wealth management grows, Wealth.com has created an intelligent, integrated platform that is helping to enhance and extend the specialized expertise investors are seeking — and doing so in a more scalable, intuitive and personalized way," said Neesha Hathi, managing director, head of Wealth and Advice Solutions at Schwab, in the statement.
In 2025, Wealth.com received a ThinkAdvisor Luminaries Award for Industry Disruption in the Financial Planning category, and Loureiro was named a 2024 Executive of the Year by the industry recognition program.
Pictured: Rafael Loureiro, CEO, Wealth.com
Reach Janet Levaux at janet.levaux@arc-network.com.
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.