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Phoenix based company that helps financial advisers create and optimize estate plans for their clients raised $30m in Series A funding led by GV.
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“Wealth.com isn't just digitizing estate planning—it's revolutionizing it. Their AI-powered platform transforms a complex, time-consuming process into a streamlined, accessible service. We're excited to back a team that's not just imagining the future of wealth management, but building it.”
https://www.wealth.com/resources/articles/wealth-announces-series-a-led-by-google-ventures
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