estate planning
2 articles tagged "estate planning"
Fintech
Wealth.com Raises $30M Series A to Redefine Estate Planning Services
Wealth.com has secured $30 million in Series A funding to enhance its platform, aiming to modernize estate planning for financial advisors amid a significant wealth transfer. Influential investors support this ambitious vision.
16 Sept 2024
Fintech
Wealth.com Secures $30M Funding to Revolutionize Estate Planning
Wealth.com raises $30 million in Series A funding led by GV, aiming to enhance its AI-based estate planning platform. The investment positions the company for significant growth.
16 Sept 2024