Independent advisors and RIAs face tough competition. The biggest wealth management companies in the US set the pace for the industry. They have deep pockets, strong brands, and the latest technology.

Wealth.com, the AI platform for wealth management firms to deliver estate and tax planning, announced it has raised $65 million in a Series B round.

Are you ready to hand over control of your portfolio to artificial intelligence? Fahad Hassan, cofounder and CEO of AI-powered wealth management platform Range, thinks you should seriously consider it ...

Wealth.com raises $65M to enhance AI estate planning, expand enterprise distribution, and open a New York City office in May ...

Establishes the first publicly traded company with an SEC-registered investment advisor and digital asset wealth management platform enabling on-chain yield, lending, trading and treasury management ...

India's startup ecosystem is evolving, prompting a reevaluation of investment strategies. The Wealth Wise Partner Summit 2026 ...

By Elias Friedman, Founder & Wealth Advisor at Kadima Wealth, three retirement planning concerns are addressed that could ...

For wealth management professionals, 2024 was a busy year. M&A activity among registered investment advisors set a record.

How Wealth.com’s $65M Funding Round Is Transforming AI-Driven Estate Planning In a major development for digital financial services, Wealth.com has ...