Company profile
Remote jobs at wealth-com
AI-driven estate and tax planning platform for financial advisors, combining estate planning, tax intelligence, and AI-powered insights for RIAs, enterprises, attorneys, and trust companies.
- Industry
- Wealthtech / Estate & Tax Planning Software
- Company size
- 101-250
- Founded
- 2022
- Funding
- Round $65M (Series B, April 2025) Series BStructure
Seed $16M (Mar 2022, led by Anthos Capital); Series A $30M (Sep 2024, led by GV); Series B $65M (Apr 2025, led by Charles Schwab)View more
Seed $16M (Mar 2022, led by Anthos Capital); Series A $30M (Sep 2024, led by GV); Series B $65M (Apr 2025, led by Charles Schwab)Lead investor Charles Schwab (Series B); GV / Google Ventures (Series A); Anthos Capital (Seed)ParticipantsCharles Schwab, GV (Google Ventures), Citi Ventures, Anthos Capital, Titanium Ventures, Pruven Capital, 53 Stations (The Pritzker Organization), Firebolt Ventures, Alumni Ventures, Dynasty Financial Partners, The K Fund, Emerson CollectiveView more
Charles Schwab, GV (Google Ventures), Citi Ventures, Anthos Capital, Titanium Ventures, Pruven Capital, 53 Stations (The Pritzker Organization), Firebolt Ventures, Alumni Ventures, Dynasty Financial Partners, The K Fund, Emerson Collective
Jobs
Most common locations
- United States1
Most common roles
- Support1
wealth-com currently has 1 open remote role on Hidden Jobs. 0 were added during the last 7 days. The most represented roles are Support (1). Salary information is not disclosed on the current active listings. The most common eligibility is United States (1).
Experience levels represented: Not specified (1).
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Current openings
1 active role detected; full descriptions are public and original application links require Hidden Jobs Access.