Key facts
- Wealth.com’s last known valuation is $160.0M (Apr 2025).
- It has raised $119.0M; the latest was Later Stage VC ($65.0M) in Apr 2026.
- Notable investors include Alumni Ventures, GV, Citi Ventures, Firebolt Ventures, Anthos Capital — 14 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 14 names
- ·Watchlist + deal alerts for Wealth.com
- ·The full record, as it builds
Funding rounds
No funding rounds for Wealth.com are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Wealth.com
Developer of a collaborative digital ecosystem platform designed for asset management. The company's platform is for comprehensive estate planning that provides a holistic view of all your assets, visualized and securely stored in one place with robust asset aggregation technology and bank-level encryption, enabling users to make estate planning easy and accessible.
- Sector
- Information Technology
- HQ
- Tempe, AZ, United States
- Founded
- 2020
- Employees
- 166
- Website
- wealth.com/
- Ownership
- Privately Held (backing)
Wealth.com doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Wealth.com shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Wealth.com in its N-PORT filings yet. We sweep new filings monthly.