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Wealth
AddedFeb 15, 2024
UpdatedJun 18, 2026
Wealth

Wealth

Seed

Wealth: A digital platform for comprehensive estate planning, asset visualization, and secure storage.

HQ
Phoenix, AZ, US
Founded
2021
Overview
Compare
Fundraising
Employees
Website

Wealth is a digital platform focused on comprehensive estate planning, asset visualization, and secure storage. It combines advanced technology, AI, and human expertise to elevate the wealth management industry. Wealth provides financial advisors with an end-to-end solution to create, manage, and visualize estate plans, ensuring a holistic view of clients' assets.

Wealth has been recognized for its innovative approach to estate planning, integrating best-in-class technology to streamline the process for advisors and their clients. The platform's intuitive design and secure storage capabilities have made it a trusted tool in the financial advisory sector.

Wealth - Similar Companies

Wealthfront logo

Wealthfront

Yourefolio logo

Yourefolio

yourefolio.com

Wealthawk logo

Wealthawk

wealthawk.com

DigitalWill logo

DigitalWill

digitalwill.com

Range logo

Range

range.com

Luminary logo

Luminary

withluminary.com

Harness Wealth logo

Harness Wealth

harnesswealth.com

Wealth I/O logo

Wealth I/O

wealth-io.com

Savvy Wealth logo

Savvy Wealth

savvywealth.com

Wealthfeed logo

Wealthfeed

wealthfeed.com

Trust & Will logo

Trust & Will

trustandwill.com

leafplanner logo

leafplanner

leafplanner.com

Gentreo logo

Gentreo

gentreo.com

paraplanner.ai logo

paraplanner.ai

paraplanner.ai

IncomeConductor logo

IncomeConductor

Wealth - Quick Facts

Who are Wealth's competitors?

Companies similar to Wealth include Wealthfront, Yourefolio, Wealthawk and DigitalWill.

When was Wealth founded?

Wealth was founded in 2021.

Where is Wealth's headquarters located?

Wealth's headquarters is located in Phoenix, AZ, US.

When was Wealth's last funding round?

Wealth's most recent funding round was for $16M (USD) in March 2022.

How much has Wealth raised to-date?

As of Mar 22, 2022, Wealth has raised a total of $16M (USD).

How many employees does Wealth have?

Wealth has 83 employees as of Feb 4, 2024.

Wealth - Classification

Ownership
  • Private
  • Venture Capital
Technology
  • AI
Geographic Exposure
  • United States
Model
  • Platform
Revenue
  • Recurring
  • Software
Customer
  • Enterprise
Main Product
  • Asset Management
  • Estate Planning
Tags
  • Financial
  • Fintech
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 541000Professional, Scientific, and Technical Services
  • 541510Computer Systems Design and Related Services
  • 541511Custom Computer Programming Services
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7371Computer Programming Services
Show 5 more industry codes
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7372Prepackaged Software