By Kenneth Corbin
Charles Schwab is reupping its investment in Wealth.com, a leading online platform for estate planning. The brokerage firm and custodian for registered investment advisors is leading a new funding round that raised $65 million for Wealth.com, following a minority investment Schwab made a year ago.
In the Series B funding round, Wealth.com drew in new investors Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, along with fresh commitments from existing investors GV (Google Ventures), Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures, as well as Schwab. Wealth.com isn't disclosing where the funding round places its valuation.
The funding news comes at a time of rapid growth for Wealth.com, which has been working to sign up partners in the wealth management industry to get its technology in front of investment advisors. Wealth.com says it works with firms that together service more than $15 trillion in assets.
The centerpiece of Wealth.com's offering is Ester Intelligence, its artificial-intelligence tool that provides insights on estate planning, tax planning, and other wealth scenarios, integrating into advisors' own AI infrastructure.
"Wealth management technology is being rebuilt in real time," says Wealth.com CEO and co-founder Rafael Loureiro. "The old model, characterized by fragmented tools, manual analysis, and inconsistent advice, cannot keep up with what advisors and clients now expect."
Wealth.com says its revenue has grown at least threefold in each of the last four years, and its volume of AI-driven workflows has spiked 664% in the past year.
The company says it will use the new capital infusion to further product development, fund acquisitions, and onboard new clients, as well as expand its operating footprint. Next month, Wealth.com plans to open an office in New York City.
Schwab's continued investment in Wealth.com is indicative of the firm's commitment to equipping its advisors with AI tools and other technologies to improve their service model, according to Neesha Hathi, head of wealth and advice solutions at Schwab.
"We've long believed that artificial intelligence will supercharge the way we serve our clients, not only augmenting the power of our people, but also enabling access to highly personalized wealth management experiences," she says. "As the demand for wealth management grows, Wealth.com has created an intelligent, integrated platform that is helping to enhance and extend the specialized expertise investors are seeking."
Write to advisor.editors@barrons.com
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
(END) Dow Jones Newswires
April 16, 2026 08:00 ET (12:00 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.