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Wealth.com

Wealth.com

Trusted by top financial advisors across the United States as their estate planning platform. Designed by experts formerly at Goldman Sachs, Sofi, Facebook and elite Trust & Estate law firms; we deliver a premium experience that is highly customized,...

OverviewStructured DataIssuesContributorsActivity

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Edits on 24 Oct, 2024
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Mohammad Ahmed
edited on 24 Oct, 2024
Edits made to:
Infobox (+1 properties)
Infobox
Industry
Financial technology
Financial technology
Edits on 17 Sep, 2024
"Funding autocalculation"
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Golden AI
edited on 17 Sep, 2024
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Infobox (+4 properties)
Infobox
Latest Funding Round Date
September 16, 2024
Latest Funding Round Amount (USD)
30,000,000
Latest Funding Type
Series A
Series A
Total Funding Amount (USD)
30,000,000
"Found on funding round"
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Golden AI
edited on 17 Sep, 2024
Edits made to:
Infobox (+1 properties)
Infobox
Investors
Google Ventures
Google Ventures
"update inverses"
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Golden AI
edited on 17 Sep, 2024
Edits made to:
Infobox (+1 properties)
Infobox
Funding Rounds
Wealth.com September 2024 Series A Funding Round
Wealth.com September 2024 Series A Funding Round
Mohammad Ahmed profile picture
Mohammad Ahmed
edited on 17 Sep, 2024
Edits made to:
Infobox (+12 properties)
Description (+253 characters)
Topic thumbnail

Wealth.com

Trusted by top financial advisors across the United States as their estate planning platform. Designed by experts formerly at Goldman Sachs, Sofi, Facebook and elite Trust & Estate law firms; we deliver a premium experience that is highly customized,...

Infobox
Instagram URL
https://www.instagram.com/wearewealthus
B2X
B2B2C
B2B2C
CEO
‌
Rafael Loureiro
Crunchbase URL
https://www.crunchbase.com/organization/wealth-67af
CTO
‌
Peter Shirley
Founder
‌
Rei Carvalho
Industry
Machine learning
Machine learning
Artificial Intelligence (AI)
Artificial Intelligence (AI)
LinkedIn URL
https://www.linkedin.com/company/wearewealth
Location
Phoenix, Arizona
Phoenix, Arizona
Number of Employees (Ranges)
11 – 50
Twitter URL
https://twitter.com/wearewealth
"update entity type supersets"
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Golden AI
edited on 17 Sep, 2024
Edits made to:
Infobox (+1 properties)
Infobox
Is a
Organization
Organization
"Created via: Web app"
Mohammad Ahmed profile picture
Mohammad Ahmed
created this topic on 17 Sep, 2024
Edits made to:
Infobox (+2 properties)
Topic thumbnail

 Wealth.com

Trusted by top financial advisors across the United States as their estate planning platform. Designed by experts formerly at Goldman Sachs, Sofi, Facebook and elite Trust & Estate law firms; we deliver a premium experience that is highly customized,...

Infobox
Is a
Company
Company
Official Website
https://www.wealth.com/

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