Wealth.com

About:

Wealth.com is a digital estate planning platform for wealth management firms, utilizing advanced technology and advisory services.

Website: https://wealth.com

Twitter/X: wearewealth

Top Investors: Google Ventures, Citi Ventures, Firebolt Ventures, 53 Stations, Anthos Capital

Description:

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.

Total Funding Amount:

$46M

Estimated Revenue Range:

$1M to $10M

Headquarters Location:

Phoenix, Arizona, United States

Founded Date:

2021-01-01

Contact Email:

info(AT)wealth.com

Founders:

Danny Lohrfink, Rafael Loureiro, Rei Carvalho, Tim White

Number of Employees:

11-50

Last Funding Date:

2024-09-16

IPO Status:

Private

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