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.
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.