Wealth.com extends win streak, again -- Google Ventures (GV) leads its 'A' round -- by making AI-driven estate planning seem doable to advisors

The 2020 Phoenix startup wins $30 million after it scored the ultimate wealth URL then kept rolling winning big vendors, big RIA tech awards and big-name backing.

Author Brooke Southall September 17, 2024 at 3:36 AM

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Rafael Loureiro [wealth.com] and Elena Sakach [GV]: Any time they develop AI tools, we get first dibs.

Keith Girard contributed to the editing of this article.

Wealth.com extends win streak, again -- Google Ventures (GV) leads its 'A' round -- by making AI-driven estate planning seem doable to advisors

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