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Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client […]

2 min read Apr 2, 2025
Wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

Wealth.com is thrilled to announce that wealth.com has successfully closed a $30 million Series A funding round, led by GV (Google Ventures), as well as Citi Ventures, Outpost Ventures (an investment platform of Neuberger Berman), 53 Stations (supported…

4 min read Sep 16, 2024
Wealth.com Announces Family Office Suite™: Cutting-edge estate management for highly complex estates

Cutting-edge estate management suite empowers financial advisors to visualize their clients’ estate plans, model out potential scenarios and optimize for tax alpha

3 min read Jun 21, 2024

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