Estate planning platform wealth.com has completed a $30m Series A funding round, led by Google Ventures.
The investment for wealth.com shows the growing significance of merging scalable next-generation technology with the human touch in financial planning.
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Furthermore, the Series A round includes participation from Citi Ventures, Outpost Ventures (an investment platform of Neuberger Berman), 53 Stations (supported by The Pritzker Organization) as well as Firebolt Ventures (headed by prolific technology investor Gokul Rajaram).
The funding will fuel wealth.com’s continued expansion and product innovation, further establishing its position as the go-to platform for estate planning among financial advisers and wealth management firms.
In addition, the investment will support the enhancement of its innovative technology and integration capabilities, as well as the development of new features tailored to the needs of advisers and their clients.
This funding development comes after the launch of wealth.com’s Family Office Suite, a collection of sophisticated estate management tools designed for high-net-worth and ultra-high-net-worth clients.
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By GlobalData“Half of all personal wealth in the US will change hands over the next two decades. As we navigate the largest wealth transfer in history, the need and opportunity for estate planning solutions has arguably never been greater,” said Elena Sakach, partner at GV.
“Clients naturally turn to their trusted advisers for guidance in this important pursuit, and wealth.com’s unique approach will make it easier for advisers to deliver on their clients’ holistic planning needs. We’re excited to support wealth.com’s founding team in this next growth phase, and I look forward to joining their board.”
“We are on a mission to modernise estate planning through innovative technology,” added Rafael Loureiro, chief executive officer at wealth.com.
“Accompanied by this extraordinary group of investors, we’re not only prepared to achieve this vision—we’re already delivering results. Our platform has streamlined and unlocked access to estate planning for thousands, highlighting the generational change we’re driving in the industry. This investment validates our efforts to disrupt estate planning while supporting our continued growth and ability to serve an ever-expanding client base.”
