Diligence memo · auto-generated · as of July 2, 2026
Wealth, Inc./AZ
Wealth, Inc./AZ looks fair against its niche peers and is quiet on financing cadence.
Businessfiled
Wealth, Inc./AZ operates in Fintech, based in Phoenix.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Wealth, Inc./AZ has raised $29M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).
Largest single filing: $29M on 2024-09-12.
Most recent recorded round closed around 2024-09-12.
Valuation (modeled)modeled
Provath models Wealth, Inc./AZ at approximately $202M (range $70M–$348M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 0.74× the median modeled value of Series B Fintech companies in 2022–2024 (14 peers) — value vs value, same stage and era. Within the normal band (74% of peer median) for its niche.
Financing rhythm & timingmixed
Last raise 22 mo ago; this sector typically re-raises about every 12 months.
Slightly overdue versus sector cadence.
Comparablesmixed
Capital scale ranks ahead of 94% of Fintech peers (1063 compared).
Modeled value ranks above 93% of those peers.
Closest niche peers: PayMongo Inc., Treasury Prime Inc., Advisor Credit Exchange, LLC, Butter Payments, Inc., Apto Payments, Inc..
Peoplefiled
3 named people on file across officers, directors and signatories.
Risks & flagsmixed
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.