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- Wealth.com Secures $30 Million Series A Funding Led by GV
Wealth.com Secures $30 Million Series A Funding Led by GV
Slice of Finance Team
23 Sep
Key Highlights:
$30 million Series A funding led by GV (Google Ventures).
Citi Ventures, Outpost Ventures, and 53 Stations among participating investors.
Funding to drive product innovation and platform expansion.
Wealth.com recognized as the #1 estate planning platform by financial advisors.
Recent launch of Family Office Suite™ enhances estate management for high-net-worth clients.
Source: Business Wire
Notable Quotes:
“Half of all personal wealth in the US will change hands over the next two decades. The need and opportunity for estate planning solutions has arguably never been greater.”
“We are on a mission to modernize estate planning through innovative technology.”
Our Take:
Wealth.com’s successful $30 million Series A round, led by GV, underscores the growing demand for scalable estate planning solutions that blend cutting-edge technology with personalized advisor expertise. With a focus on enhancing the advisor-client relationship and addressing the complexities of estate management, Wealth.com is well-positioned to lead in the modern wealth transfer era. Their innovation, validated by key industry accolades, sets them apart in an evolving financial landscape. This funding round will accelerate their ability to deliver comprehensive tools that meet the needs of both advisors and their high-net-worth clients.