Wealth.com
PrivateLast Round
Series B
Apr 16, 2026
Total Funding Raised
$111M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Wealth.com is a financial technology company that provides an AI-driven, end-to-end estate and tax planning platform designed for financial advisors and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Legal Tech, Document Management
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealth.com Comparables
Compare Wealth.com with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vanilla | 93% | |
| Trust & Will | 82% | |
| Trucendent | 81% |
Wealth.com Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 16, 2026 | ||||
| Strategic | Apr 16, 2025 | ||||
| Series A | Sep 16, 2024 | ||||
| Seed | Mar 22, 2022 |
Key People
Founding team and executive leadership
Wealth.com Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| GV | Series B, Series A |
| Citi Ventures | Series B, Series A |
| The K Funds | Series B |
| Outpost Ventures | Series A |
| PruVen Capital | Series B |
| Titanium Ventures | Series B |
| Firebolt Ventures | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors grew 53% MoM, from 59.9K to 91.9K.
- Apr 16, 2026
Achieved at least 3x revenue growth in each of the past four years.
Wealth.com Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Wealth.com's valuation, stock price, and market status.
Is Wealth a public or private company?
Wealth is a private company.
What is the current stock price of Wealth?
Wealth is a private company with no public stock price. No recent secondary market data is available.
How much is Wealth worth (valuation)?
Valuation information for Wealth is not publicly available.
Can I buy Wealth stock?
Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Wealth's last funding round?
Wealth's most recent funding round was Series B on April 16, 2026.
Who are the main investors in Wealth?
Key investors in Wealth include GV, Anthos Capital.
Will Wealth IPO soon?
No public IPO plans have been announced for Wealth.
How can I track Wealth secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Wealth's secondary market activity and sign up for updates.