Provides an advisor-led platform for creating, visualizing, and managing estate plans with integrated tools and secure document storage.
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Overview
Wealth.com provides a comprehensive, advisor-led estate planning platform that enables financial professionals to create, visualize, and manage estate plans for clients ranging from mass affluent to ultra-high-net-worth. The platform offers tools for document generation, scenario analysis, AI-powered plan visualization, secure document storage, and integration with leading financial software, all designed to streamline and enhance the estate planning process for advisory firms and their clients.
Wealth.com Funding
Sign up to gain insights into Wealth.com funding history, including the funding round, time period, and amount raised.
| Financing Round | Date | Amount | Price per share | Valuation |
|---|---|---|---|---|
| Round | Date | Amount | PPS | Valuation |
| Series B | Apr 16, 2026 | 65M | ||
| Series A-1 | Sep 16, 2024 | 30M | ||
| Series X | Jan 05, 2022 | 6M |
Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market
Buy
Sign up to view historical trading trends and place an offer.
Sell
Understand share pricing, list anonymously, and benefit from transparent fees.
Wealth.com Management Team
Investors
53 Stations
Alumni Ventures
Anthos Capital
Charles Schwab
Citi Ventures
Dynasty Financial Partners
Firebolt Ventures
Google Ventures
Outpost Ventures
PruVen Capital
The K Fund
Titanium Ventures
Wealth.com Valuations & Financials
View real-time NPM data on Wealth.com stock including daily Wealth.com stock price estimates, valuation history, and historical share price information. Access Wealth.com financing rounds, secondary trade levels, cap table data, and private company comparable transactions. Use NPM's private company valuation database to track Wealth.com pricing across six independent market signals. Looking for private company due diligence data sources on Wealth.com? Get in touch to learn more.
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FAQ
We have answers
Wealth.com stock does not trade on public stock exchanges. Wealth.com stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Wealth.com stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Wealth.com Stock does not trade on public stock exchanges. In order to sell Wealth.com shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
Wealth.com does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the NPM Data and Intelligence database from Nasdaq Private Market, you can view Wealth.com share price and other valuable private market data.
Read more about secondary market private company stock prices:
There is no ticker symbol for Wealth.com stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.
Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Wealth.com stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Wealth.com stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
Wealth.com is a private company and has not had an IPO. There is currently no Wealth.com IPO price. Get started to begin exploring the Nasdaq Private Market Data and Intelligence database and gain access to actionable data related to Wealth.com IPO.
Learn more about Data and Intelligence private company stock data for institutional investors on the on the NPM Data and Intelligence Product Page.
