"Cohere empowers every developer and enterprise to build amazing products and capture true business value with language AI"
Aidan Gomez, Co-founder, CEO
Get Started
A combination of best-in-class technology, AI and human expertise to elevate the wealth management industry. Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors.
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.
Total Funding: $46M
Funding Stage: Series A
Business Stage: Scaling Up
Market: B2B
Company Size: 101 to 250
Founded: 2021
Sep 2024
- Wealth raised $30M Series A round. Total funding reached to $46M
For AI Startup Founders
Get introduced to VC/PE/CVC investors
For Investors at VC/PE firms
Get introduced to AI Startup founders or founders at Wealth
Rafael Loureiro
Co-Founder & Chief Executive Officer
Tim White
Co-Founder & Chief Growth Officer
Reinaldo Carvalho
Co-Founder & Executive Chairman
Helen Huang
Chief Marketing Officer
Wealth - AI Startup | AI Startup Profile Powered by Appengine AI | Appengine AI - AI Ecosystem of 12,000+ AI Startups
Wealth - Manage Profile
World's Most Promising AI Startups
World's Leading AI Ecosystem of AI Startups, Founders, Investors, and AI Professionals
Get Started