Wealth.com
Estate and tax planning platform powered by Ester AI engine
Wealth.com unifies estate and tax planning for advisors and clients, with its Ester engine extracting and modelling estate documents to produce deterministic, auditable outputs. It reports approval at the three largest US broker-dealers and processed over 100,000 estate documents in 2025.
GAII take
Leading AI estate-document platform; deterministic-output positioning suits compliance-sensitive enterprise buyers.
Leading AI estate-document platform; deterministic-output positioning suits compliance-sensitive enterprise buyers.
- Website
- wealth.com
- Headquarters
- Phoenix, AZ, USA
- Founded
- 2021
- Company type
- Scale-up
- Funding
- Series B
- Latest round
- Series B · $65M · Apr 2026
- Status
- Active
- Founders
- Rafael Loureiro
- Investors
- Charles Schwab, GV, Citi Ventures, Titanium Ventures, Dynasty Financial Partners, Anthos Capital
- Buyer
- Wealth managers & RIAsFamily offices
- Asset class
- Multi-asset
- Workflow
- Research & diligenceReporting & IR
- Ai capability
- Proprietary / fine-tuned modelsDocument extraction
- Delivery
- SaaS application
GAII ID GAII-T0463 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.