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860 Wealth.com raises $65M to bring AI-powered estate and tax planning to 50,000+ financial advisors

Startups News
Daniel Levi @ Startups News · 04/16/2026 09:00 EDT

Wealth.com raises $65M to bring AI-powered estate and tax planning to 50,000+ financial advisors

Wealth management is getting rebuilt from the inside out, and the shift is happening faster than most firms expected. Wealth.com, a platform focused on estate and tax planning, has raised $65 million in an oversubscribed Series B round to power ...

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