Wealth: Funding, Investors & Team (Sep 2026)
Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally. Creating an estate plan with Wealth gives your loved ones a holistic view of all your assets, visualized and securely stored in one place. Because life is unpredictable, Wealth makes it easy for you to access your plan anytime and offers guidance to keep it current and valid. And should the unthinkable occur, your trusted beneficiaries are granted emergency access to your plan. Wealth is available to companies as an employee benefit, allowing employers to offer their workforce a meaningful financial wellness opportunity.
Wealth has raised $81.0M across 2 funding rounds on record, the most recent a Series B of $65.0M announced in Apr 2026.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Wealth Company Profile and Key Stats
Latest funding round on record: Apr 2026.
Wealth Funding Rounds
Wealth raised $16.0M in a Seed announced in Mar 2022.
4.1 years later, a Series B of $65.0M was announced in Apr 2026.
Wealth Founders and Leadership Team
Contact details for the Wealth team: 1 of 1 has an email address on file.
Start 14-day free trial →Wealth Funding Compared to Other Financial Services Startups
Wealth's latest round of $65.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Wealth Funding FAQs
What does Wealth do?
Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally. Creating an estate plan with Wealth gives your loved ones a holistic view of all your assets, visualized and securely stored in one place. Because life is unpredictable, Wealth makes it easy for you to access your plan anytime and offers guidance to keep it current and valid. And should the unthinkable occur, your trusted beneficiaries are granted emergency access to your plan. Wealth is available to companies as an employee benefit, allowing employers to offer their workforce a meaningful financial wellness opportunity.
How much funding has Wealth raised?
Wealth has raised $81.0M across 2 rounds on record. The most recent is a Series B of $65.0M announced in Apr 2026.
When did Wealth last raise funding?
Wealth's most recent funding round on record is a Series B of $65.0M, announced in Apr 2026.
Who is the CEO of Wealth?
Rafael Loureiro is listed as CEO at Wealth.
Where is Wealth headquartered?
Wealth is based in Phoenix, Arizona, United States.
How many employees does Wealth have?
Wealth is in the 11-50 employee band.
How does Wealth's funding compare to other Financial Services startups?
Wealth's latest round of $65.0M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Wealth Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Wealth is left off this page rather than filled in.
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