Wealth.com

AI-driven estate-planning platform built for financial advisors. Used by 750+ wealth-management firms. Raised a $65M Series B; backers include Charles Schwab, Google Ventures, and Citi Ventures.

Services FinTech / WealthTech / Estate Planning
New (0 reviews)
Remote-First (US) HQ
51-200 company size
2022 founded

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