Wealth.com Raises $65M Series B — Google Ventures and Citi Ventures Back AI-Powered Wealth Management Platform
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AI-powered wealth management platform Wealth.com raised $65M in an oversubscribed Series B joined by Google Ventures and Citi Ventures. The platform uses AI to automate estate planning, trust management, and wealth advisory workflows. The GV + Citi Ventures combination signals convergence between big tech AI capital and traditional financial services infrastructure investment.