DFX Intelligence
Wealth
Venture-backed companywealth.com
Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence.
As of · the latest observation of this company; each round carries its own date
- Rounds on record
- 0
As of · the latest observation of this company; each round carries its own date
What matters now
- 2 investorsnamed
2 investors on record.
The investors already on the cap table shape who leads the next round.
Drawing the relationship network…
Facts
- Year of incorporation
- unknown
- Revenue range (Form D)
- unknown
- Rounds on record
- 0
- Disclosed raised
- unknownsum of rounds with a disclosed amount only
- Named investors
- 2
Financing history
0 rounds
No dated round yet.
Investors on record
2 edges
- Google Ventures portfolio listing Fact wealth.com
- Pruven Management Company, LLC portfolio listing Fact pruvencap.com
Ownership and outcomesHow these are wordedA company a buyout or growth firm lists on its own site is “listed in the portfolio of”, never “acquired by”. A date prints only when a deal record gives one; otherwise the row says when DFX first saw it.
none on record
No later owner or exit on record: no private equity sponsor position and no acquisition, listing or IPO report names this company.
Credit relationshipsHow a loan is matchedA BDC reports its loans by borrower name. A position shows here only when the match passed a precision gate (a hand-labelled sample was 29 of 30 correct); the tier and confidence are printed on each row. Amounts are the lender’s reported position, never a round.
none on record
No lender position matched to this company.
People
0 officers, 0 directors
No officer or director on record.
Timeline
0 events
No dated event on record.
Evidence
5 observations
Every observation on this company
- Description: Oct 1, 2026 Fact Company website
- Investors named on site: 1 Oct 1, 2026 Fact Company website
- Listed on portfolio page: Pruven Management Company, LLC Sep 12, 2026 Fact Firm website
- Website status: ok Oct 1, 2026 Fact Company website
- Site title: Oct 1, 2026 Fact Company website
Record history
1 identity change, 1 dated event on the change ledger, latest event first
- Event retracted2026-09-30
- Portfolio entry removed2026-09-16source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.