DOSSIER · UPDATED 18 NOV 2025

Wealth

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…

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Founded
2021
Headcount
112
Open roles
0
Last raised
Series A · $30M
SECTION I · THE BRIEF

Inside Wealth

Brief #52029Updated 18 NOV 2025PHOENIXGVSERIES A
Employbl Dossier

Wealth

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…

Founded
2021
Headcount
112
Open roles
0
Last raised
Series A · $30M
Section II — RestrictedMembers only
  • Tech stack (Wealth engineering primaries)
  • Hiring focus this quarter
  • Interview format & rubric
  • Comp bands by level
  • Decision-makers in talent
  • Recent news & moves
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Wealth's Investors

Wealth's Industries

Wealth's Tech Stack

LOCATIONS

Where they work

Wealth Headquarters Location

2425 E Camelback Rd suite 150, Phoenix, AZ, 85016

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FUNDING

Capital raised

Total Amount Raised: $46,000,000

Wealth's Investors

Wealth Funding Rounds

  • Series A

    $30,000,000

  • Series A

    $30,000,000

    Series A Investors

    GV
    53 Stations
    Firebolt Ventures
    Citi Ventures
    Outpost Ventures

  • Seed

    $16,000,000

  • Seed

    $16,000,000

    Seed Investors

    Anthos Capital
    Bela Juju Ventures
Funding info provided by Diffbot.
EMPLOYEE REVIEWS

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