WEALTH
Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally. Creating an estate plan with Wealth gives your loved ones a holistic view of all your assets, visualized and securely stored in one place. Because life is unpredictable, Wealth makes it easy for you to access your plan anytime and offers guidance to keep it current and valid. And should the unthinkable occur, your trusted beneficiaries are granted emergency access to your plan. Wealth is available to companies as an employee benefit, allowing employers to offer their workforce a meaningful financial wellness opportunity.
WEALTH
Industry:
Financial Services FinTech Wealth Management
Founded:
2021-01-01
Address:
Phoenix, Arizona, United States
Country:
United States
Website Url:
http://www.wealth.com
Total Employee:
11+
Status:
Active
Total Funding:
16 M USD
Technology used in webpage:
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Current Employees Featured
Rei Carvalho Founder & Executive Chairman @ Wealth
Founder & Executive Chairman
Rafael Loureiro Co-founder and CEO @ Wealth
Co-founder and CEO
Founder
Investors List
Anthos Capital
Anthos Capital investment in Seed Round - Wealth
Bela Juju Ventures
Bela Juju Ventures investment in Seed Round - Wealth
Official Site Inspections
http://www.wealth.com Semrush global rank: 4.24 M Semrush visits lastest month: 2.77 K
- Host name: 141.193.213.20
- IP address: 141.193.213.20
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Wealth"
Wealth.com - Crunchbase Company Profile & Funding
Wealth.com is a digital estate planning platform designed to empower financial advisors with tools and resources.See details»
Careers - Wealth.com
I enjoy working at wealth.com because of our collaborative culture and strong work ethic. We’re developing a product that truly enhances how individuals and advisors approach estate planning.See details»
Wealth.com 2025 Company Profile: Valuation, Funding & Investors …
Information on valuation, funding, cap tables, investors, and executives for Wealth.com. Use the PitchBook Platform to explore the full profile.See details»
Wealth.com: Revenue, Worth, Valuation & Competitors 2025
Wealth.com is a Finance related company with 97 employees an estimated revenue of $20.4M, and. It has 10 competitors including Hometown Lenders, Geneva Financial and Landmark Title …See details»
Estate Planning - Wealth.com
Our in-house trust and estate attorneys used to practice at the top firms in the U.S. and consistently maintain our platform to deliver the same legal rigor and quality expected from those firms. Wealth.com is optimized for, and available …See details»
Wealth.com Closes $30M Series A Funding Round, Led by GV, to …
PHOENIX, September 16, 2024--Wealth.com, the industry’s leading end-to-end estate planning platform, today announced the successful completion of a $30 million Series A funding round, …See details»
Wealth.com Company Profile, Stock Price, News, Rankings | Fortune
Best Small and Medium Workplaces in Financial Services and Insurance 2024 Employees say: "Wealth fosters a uniquely special company culture. I feel motivated by our creative approach, …See details»
Wealth.com Scores $30M in Series A Funding
Sep 16, 2024 Wealth.com Scores $30M in Series A Funding GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.See details»
CEO and co-founder - Wealth.com - Forbes Finance Council
Rafael is co-founder and CEO of wealth.com, a tech-led end-to-end estate planning platform built specifically for financial advisors to help them get their clients set up with high-quality estate …See details»
Closing the Gap: 53 Stations Invests in Wealth.com to Rethink …
Sep 17, 2024 The team at Wealth.com is leading the way with purpose-built technology that fosters flexibility, personalization, and the ability to scale with this new cohort of wealth holders.See details»
Wealth.com raises $30M Series A led by GV - Axios
Sep 16, 2024 Wealth.com, which helps financial advisers create and optimize estate plans for their clients, raised a $30 million Series A round led by Google venture arm GV.See details»
Investing in Wealth.com, an AI-Driven Estate Planning Platform for ...
Oct 1, 2024 By empowering wealth managers and financial advisors with AI-driven tools, we believe that wealth.com will play a crucial role in modernizing estate planning and redefining …See details»
Wealth.com - Funding, Financials, Valuation & Investors
Wealth.com is a digital estate planning platform for wealth management firms, utilizing advanced technology and advisory services.See details»
Wealth.com API Reference
Welcome Welcome to the developer portal for Wealth.com! We have extended and opened our platform to enable you to customize how Wealth.com works and how it can work for your …See details»
Wealth.com - Contacts, Employees, Board Members, Advisors
Wealth.com is a digital estate planning platform designed to empower financial advisors with tools and resources.See details»
Wealth Portal
Wealth Portal allows users to securely log in and access their estate planning and wealth management resources.See details»
Wealth.com Partners With Cetera
6 days ago Estate planning platform Wealth.com announced a partnership with Cetera Financial Group, giving the IBD's 12,000 advisors a discount for the service.See details»
Wealth.com Closes $30M Series A Funding Round, Led by GV, to …
New capital to propel growth and solidify wealth.com’s leadership position in AI-enhanced estate planning PHOENIX, September 16, 2024-- Wealth.com, the industry’s leading end-to-end …See details»
Who are the top wealth management employers in Canada?
5 hours ago Wealth Professional Canada is calling on organizations to take part in the second annual Top Employers and help highlight the best workplaces in wealth management. …See details»
#1 Rated Estate Planning Platform in the Industry - Wealth.com
Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings. Jamie Hopkins SVP OF PRIVATE WEALTH MANAGEMENT CEO OF …See details»