Wealthcom: Valuation, Funding & Investors
An AI-powered platform based in Tempe, Arizona focused on estate and tax planning. Provides tools and services to help individuals and financial advisors optimize estate and tax outcomes using AI-driven insights and automation.
Leadership & Board
- Current Number of Employees
- 239
- Current LinkedIn Followers
- 14,103
Latest Estimated Valuation
- Total Amount Raised
- $80M
- Total Funding Rounds
- 2
- Latest Funding Amount
- $15M
- Latest Funding Round
- Series B
Company Momentum Positive
Articles Published on TipRanks1
LinkedIn Trend+0.46% followers
Workforce Trend+0.0% employees
Wealthcom LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Employee Trend
Wealthcom had 239 employees as of October 26, 2026. The number of employees increased by 0 (0.00%) week-over-week.
239Latest Employee Count
0(0.00%)Week-Over-Week Change
Social Trend
Wealthcom had 14,103 followers as of October 26, 2026. The number of followers increased by 65 (0.46%) week-over-week.
14,103Latest Followers Count
65(0.46%)Week-Over-Week Change
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| Sep 25, 2026 | Series B | $15.00M | ― |
| Apr 17, 2026 | Series B | $65.00M | ― |
Investors
| Investor Name | Funding Round |
|---|---|
| Breega | Series B |
| BlackFin Capital Partners | Series B |
| Titanium Ventures | Series B |
| Pruven Capital | Series B |
| The K Fund | Series B |
| Dynasty Financial Partners | Series B |
| The Charles Schwab Corporation | Series B |
| GV | Series B |
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