Wealth
“Can a digital estate planning platform become the go-to financial advisor tool for managing client estate and wealth transfer workflows?”
HQTempe, Arizona, United States
Latest roundSeries A
IndustryVertical SaaS / Legal
The story
Wealth.com is a digital estate planning platform targeting financial advisors with tools to help clients plan and manage their estates. The company operates in the Vertical SaaS space serving the legal/estate planning niche, with a Series A funding stage and a small team of 11-50 employees based in Tempe, Arizona. There is limited public evidence of embedded finance infrastructure beyond its core SaaS platform.
Last 12 months
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The stack
Accounting gap: none