juna.ai | $7,500,000 | (Nov 21, 2024)
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Wealth.com
United States
- Phoenix, Arizona
- 17/09/2024
- Series A
- $30,000,000
Founded in 2021, wealth.com is the industry’s leading estate planning platform, empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum.
Financial advisors ranked wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.
An industry employer of choice, wealth.com is rated among Fast Company’s 2024 Best Workplaces for Innovators and ranked #24 on Fortune’s list of the 100 Best Small Workplaces for 2024.
- Industry Financial Services
- Website https://www.wealth.com/
- LinkedIn https://www.linkedin.com/company/wearewealth/
Related People
Rafael LoureiroFounder
United States -
Gilbert, Arizona
Technology entrepreneur and executive with a product focus. Over 20 years of technical leadership experience, including start-up, growth-stage, and Fortune 500 companies. 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 planning documents. Before founding Wealth.com, Rafael was CTO at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions.
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