Wealth.com

Series B · New York

Estate planning technology for advisors

Wealth.com builds estate planning technology for financial advisors, addressing a part of the client relationship that has traditionally been referred out to attorneys and then revisited rarely, if ever. Bringing it inside the advisory relationship makes it something that can be maintained rather than drafted once and left to age. The company holds the leading estate planning market share in the 2025 Kitces AdvisorTech Study, won Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, and was named 2024 Best Technology Provider in the Trust category.

Last round

$65MSeries BApr 2026led by Titanium Ventures and Pruven Capital

7open rolesProduct, GTM, Sales, Marketing, BizOps, Data, and Chief of Staff

RoleEst. Compensation

Principal Enterprise Account ManagerWealth.comAccount Management · Manager-Lead · Series B · Remote · US

Client Support AssociateWealth.comProduct Management · Junior · Series B · Remote · US

$30–$38

Senior Product Marketing ManagerWealth.comProduct Marketing · Manager-Lead · Series B · Remote · New York

$180k–$200k

Strategic Accounts Onboarding ManagerWealth.comStrategy · Manager-Lead · Series B · Remote · New York

$105k–$130k

Business Development Representative - West CoastWealth.comSDR/BDR · IC · Series B · Remote · US

$34–$43

Product Manager, AIWealth.comProduct Management · Manager-Lead · Series B · Remote · New York

$180k–$210k

Support Team AssociateWealth.comGrowth · Junior · Series B · Remote · US

$60k–$70k