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Wealthcom

Financial Infrastructure
An AI-powered platform based in Tempe, Arizona focused on estate and tax planning. Provides tools and services to help individuals and financial advisors optimize estate and tax outcomes using AI-driven insights and automation.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$65M
Total Amount Raised$65M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$65M
Latest Funding Amount$65M
Latest Funding RoundSeries B
Latest Funding RoundSeries B
Post-Money Valuation―
Post-Money Valuation―

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Apr 17, 2026
Series B
$65.00M
―

Investors

Investor Name
Funding Round
Titanium Ventures
Series B
Pruven Capital
Series B
The K Fund
Series B
Dynasty Financial Partners
Series B
Charles Schwab
Series B
GV (Google Ventures)
Series B

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