Wealth.com

Brand

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Company overview

Wealth.com is the industry’s #1 estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact.Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies.The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Founded in 2021

Tempe, Arizona, USA

185 employees (16 in marketing)

wealth.com

0% recommend to a friend

0% positive business outlook

People

Hiring activity

Open marketing jobs over time

1 open now

Headcount trend

Company growth over the last 12 months

Funding

Total funding

$46M

Last raise

Corporate Round, 11 months ago

Funding history

Apr 2025

Corporate Round Wealth.Com

Sep 2024

Series A Wealth.Com · $30M

Mar 2024

Seed Round Wealth.Com

Mar 2022

Seed Round Wealth.Com · $16M

Audience

Monthly website visitors

48.3K

Month over month-4.5%

Quarter over quarter-22.5%

Top sourceDirect (76.3%)

Ad budget per month$8.6K

Average search rank55.5

Traffic source mix

Direct

76.3%

17.6%

News

Wealth.com partners with Advyzon

Nov 29, 2025 • Coverager

Wealth.com’s Mission to Modernize Estate Planning

Nov 19, 2025 • Wealth Management

AI is transforming estate planning into a mainstream financial essential, says wealth.com CEO

Nov 19, 2025 • InvestmentNews

Links

wealth.com

Crunchbase

X (Twitter)

Glassdoor

Wealth.com insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2021

Headquarters

Tempe, Arizona

Employees

51-200

30.3% growth last 12mo

Marketing team

9% of company

16 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Series B–like · Growing 30.3% last 12 months · Mid-stage · Recently funded

Trend

2021-06-28 -> 2025-12-01

Headcount (12 months)

+30.3%

Last funding round

11 months ago

Negative news (120 days)

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

48.3K

Month over month-4.5%

Quarter over quarter-22.5%

Top sourceDirect (76.3%)

Traffic source mix

Direct

76.3%

17.6%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

168 competitor sites

Search traffic: 4.3K organic clicks / 189 paid clicks

Organic competitors

Paid competitors

Keyword change

+278

Ad budget per month

$8.6K

Average search rank

55.5

Paid competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Job openings

Shows open jobs, growth, and role changes.

Main result

4 open jobs

Open jobs trend: —

Trend

2023-10-01 -> 2026-02-01

Open jobs growth

—

Biggest role change

—

Latest open role

Product Manager, AI

Marketing team size

Shows saved marketing team size.

9% of the company • 16 saved marketing people

Average years of experience

Shows typical years of experience across saved people.

25 years

Based on 1 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 16.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

0 / 5

Work-life balance

0 / 5

Culture

0 / 5

Diversity & inclusion

0 / 5

Recommend to a friend

Positive business outlook

Funding

Shows saved funding data.

Total funding

$46M

Last raise

Corporate Round

11 months ago

Funding details

Amount raised

$46M

Last round

Corporate Round

Last fundraise

11 months ago

News

Shows saved company news.

Wealth.com partners with Advyzon

Nov 29, 2025 • Coverager

Wealth.com’s Mission to Modernize Estate Planning

Nov 19, 2025 • Wealth Management

AI is transforming estate planning into a mainstream financial essential, says wealth.com CEO

Nov 19, 2025 • InvestmentNews

Loading insights...

Wealth.com insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2021

Headquarters

Tempe, Arizona

Employees

51-200

30.3% growth last 12mo

Marketing team

9% of company

16 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Series B–like · Growing 30.3% last 12 months · Mid-stage · Recently funded

Trend

2021-06-28 -> 2025-12-01

Headcount (12 months)

+30.3%

Last funding round

11 months ago

Negative news (120 days)

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

48.3K

Month over month-4.5%

Quarter over quarter-22.5%

Top sourceDirect (76.3%)

Traffic source mix

Direct

76.3%

17.6%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

168 competitor sites

Search traffic: 4.3K organic clicks / 189 paid clicks

Organic competitors

Paid competitors

Keyword change

+278

Ad budget per month

$8.6K

Average search rank

55.5

Paid competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Job openings

Shows open jobs, growth, and role changes.

Main result

4 open jobs

Open jobs trend: —

Trend

2023-10-01 -> 2026-02-01

Open jobs growth

—

Biggest role change

—

Latest open role

Product Manager, AI

Marketing team size

Shows saved marketing team size.

9% of the company • 16 saved marketing people

Average years of experience

Shows typical years of experience across saved people.

25 years

Based on 1 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 16.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

0 / 5

Work-life balance

0 / 5

Culture

0 / 5

Diversity & inclusion

0 / 5

Recommend to a friend

Positive business outlook

Funding

Shows saved funding data.

Total funding

$46M

Last raise

Corporate Round

11 months ago

Funding details

Amount raised

$46M

Last round

Corporate Round

Last fundraise

11 months ago

News

Shows saved company news.

Wealth.com partners with Advyzon

Nov 29, 2025 • Coverager

Wealth.com’s Mission to Modernize Estate Planning

Nov 19, 2025 • Wealth Management

AI is transforming estate planning into a mainstream financial essential, says wealth.com CEO

Nov 19, 2025 • InvestmentNews

Wealth.com

Senior Product Marketing Manager

Open positions1 open marketing positions

Senior Product Marketing Manager

Company overview

People

Hiring activity

Headcount trend

Funding

Audience

News

Links

Wealth.com insights

Company stability and risk

Website traffic

Competitors and search

LinkedIn followers

Job openings

Marketing team size

Average years of experience

First hire or larger team

Glassdoor ratings

Funding

News

Salaries

Wealth.com insights

Company stability and risk

Website traffic

Competitors and search

LinkedIn followers

Job openings

Marketing team size

Average years of experience

First hire or larger team

Glassdoor ratings

Funding

News