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Wealth.com

Financial Services

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
$16.0M
size-icon Size
51 - 200
About Us
Org Charts
Employees
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Frequently Asked Questions About Wealth.com

What does Wealth.com do?+

Founded in 2021, wealth.com is the industrys 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...

What is Wealth.com's industry? +

Wealth.com operates in the Financial services industry.

What is Wealth.com's revenue? +

Wealth.com's revenue is 11m - 100m

What is Wealth.com's company size? +

Wealth.com has 51 - 200 employees.

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