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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 DataIssuesContributors
Is a
Company
Company
Organization
Organization
B2X
B2B2C
B2B2C
CEO
‌
Rafael Loureiro
Crunchbase URL
crunchbase.com/organiz...lth-67af
CTO
‌
Peter Shirley
Founder
‌
Rei Carvalho
Industry
Financial technology
Financial technology
Machine learning
Machine learning
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Instagram URL
instagram.com/wearewealthus
Investors
Google Ventures
Google Ventures
Latest Funding Round Date
September 16, 2024
Latest Funding Round Amount (USD)
30,000,000
Latest Funding Type
Series A
Series A
LinkedIn URL
@company/wearewealth
Location
Phoenix, Arizona
Phoenix, Arizona
Number of Employees (Ranges)
11 – 50
Total Funding Amount (USD)
30,000,000
Twitter URL
@wearewealth
Official Website
wealth.com

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