PHOENIX--(BUSINESS WIRE)--Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, today announced it has raised $65 million in an oversubscribed ...
Wealth.com has closed a $65 million oversubscribed Series B funding round, bringing in a mix of new and returning investors as the estate and tax planning fintech reports rapid growth in how advisors ...
Funding follows 664% year-over-year growth driven by Wealth.com’s AI-powered technology, successful launch of its tax planning solution across more than 1,000 advisory firms in just two months and ...
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