About Wealth.com
Wealth.com is a company based in Gilbert (United States) founded in 2021 by Tim White, Rafael Loureiro, and Reinaldo Carvalho. It operates as a SaaS (Software-as-a-Service) and Subscription Services. Wealth.com has raised $46 million across 4 funding rounds from investors including Charles Schwab, Google Ventures and Citi Ventures. Wealth.com offers products and services including Wealth.com Platform, Ester® AI, Scenario Builder, and Document Creation. Wealth.com operates in a competitive market with competitors including Tomorrow, Trust and Will, Vanilla, Cake and Luminary, among others.
- Headquarter Gilbert, United States
- Founders Tim White, Rafael Loureiro, Reinaldo Carvalho
- SectorsProfessional & Legal ServicesTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website wealth.com
- Social LinkedIn X Facebook YouTube
- Legal Name Wealth Inc.
- Total Equity Funding$46M (USD)
in 4 rounds
- InvestorsCharles Schwab
& 7 more
Products & Services of Wealth.com
Wealth.com offers a comprehensive portfolio of products and services, including Wealth.com Platform, Ester® AI, Scenario Builder, and Document Creation.
Estate planning tools are provided for financial advisors.
Complex estate plans are summarized and visualized effectively.
Estate planning strategies are modeled and compared efficiently.
High-quality legal estate documents are generated instantly.
Apps and channels of Wealth.com
its YouTube channel Wealth. com has 540 subscribers and 30 videos.
Videos from Wealth.com
The most watched videos on Wealth.com's YouTube channel, Wealth. com (540 subscribers). Click a video to play it here.
More on Wealth. com .
Funding Insights of Wealth.com
Wealth.com has successfully raised a total of $46M across 4 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $46M
- Total Rounds 4
- First Round $16M
(Mar 2022)
- Investors Count 8
All 4 funding rounds of Wealth.com with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2026 | $65M | Series B | – | – | Titanium Ventures,PruVen Capital |
| Apr 2025 | – | Series A | – | – | |
| Sep 2024 | $30M | Series A | – | Google Ventures | |
| Mar 2022 | $16M | Seed | – | Anthos Capital |
8 investors in total: 8 institutional.
Investors in Wealth.com
Wealth.com has secured backing from 8 investors, including institutional and venture fund investors. Prominent investors backing the company include Charles Schwab, Google Ventures and Citi Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Corporate backed venture capital fund investing in multiple sectors | – | gv.com | Mountain View, United States | |
Corporate venture capital firm backed by Citi | – | citi.com/ventures | San Francisco, United States | |
Outpost Ventures is focused on investing in financial technology companies. | – | outpostventures.vc | Redwood City, United States | |
Early-stage venture capital investments are provided by 53 Stations. | – | 53stations.com | Chicago, United States | |
Early-stage founders are supported through impactful venture capital investments. | – | fireboltventures.com | Palo Alto, United States | |
Investment in innovative consumer and technology companies based in Santa Monica. | – | anthoscapital.com | - | |
- | – | belajuju.com | - | |
Financial brokerage and banking services are offered to clients. | 1971 | schwab.com | El Paso, United States |
Investor details for Wealth.com
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wealth.com
36 people are tracked at Wealth.com (17 in leadership, 9 in board & advisors, 10 in team).
| Name | Role | Group |
|---|---|---|
Tim White | Co-Founder | Leadership |
Rafael Loureiro | Co-Founder & CEO | Leadership |
Reinaldo Carvalho | Co-Founder & Executive Chairman | Leadership |
Danny Lohrfink | Chief Product Officer & Co-Founder | Leadership |
Brittney Cullen | VP of HR | Leadership |
Dan Bolton | Head Of Marketing | Leadership |
Matt Giumbarda | Chief Financial Officer | Leadership |
Kyle Pounder | Chief Technology Officer | Leadership |
Charlotte Young | Director, Enterprise Product | Leadership |
Matthew Guimbarda | Chief Financial Officer | Leadership |
Anne Rhodes | Chief Legal Officer | Leadership |
Darshan B. | Director of DevOps | Leadership |
Seungwoo Son | VP Of Applied AI | Leadership |
Britni Mattison | Head Of Talent Acquisition | Leadership |
Doug Gainous | Vice President Of Product Design And UX | Leadership |
Jair Basso | VP of Security | Leadership |
Thomas Kopelman | Head Of Community | Leadership |
Jamie Hopkins | Strategic Advisor | Board & advisors |
Tyrone Ross Jr. | Strategic Advisor | Board & advisors |
Barnaby Grist | Strategic Advisor | Board & advisors |
16 more people are available in the full profile.
Complete people profiles for Wealth.com
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Wealth.com
3 dated milestones of Wealth.com across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Wealth.com is founded.
- Funding First funding round of $16.0M.
- Funding Latest funding round, Series B,.
Competitors of Wealth.com
Wealth.com operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Tomorrow, Trust and Will, Vanilla, Cake and Luminary, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tmrow.com | 2015 | Copenhagen, Denmark | – | 7 | Carbon footprint of daily activities is tracked via mobile software. | |
| trustandwill.com | 2017 | San Diego, United States | $69.01M | 87 | Legal will planning solutions are provided through a cloud-based platform. | |
| justvanilla.com | 2019 | Los Angeles, United States | $84.26M | – | Solutions for estate planning are provided to investment advisors. | |
| joincake.com | 2013 | Sudbury, United States | $5.05M | 10 | Online platform that provides end of life planning | |
| withluminary.com | 2022 | New York, United States | $9.5M | – | Estate planning software is provided with AI-driven insights by Luminary. | |
| thepostage.com | 2019 | Houston, United States | – | 6 | Cloud-based legacy planning solutions are offered for enterprises. | |
| peacefully.com | 2018 | Los Angeles, United States | $200,000 | – | After-death services including end-of-life planning are provided by Peacefully. | |
| lifelegacy.io | 2020 | New York, United States | – | – | Online will planning software is provided for document management. | |
| encorestateplans.com | 2021 | Seattle, United States | – | – | Offers estate planning software and services to financial advisors for document creation. |
Detailed competitors of Wealth.com
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Wealth.com
The website of Wealth.com (wealth.com) receives about 50.2K visits a month and ranks #357,050 among all websites worldwide, #3,712 in Investing.
- Monthly visits50.2K
▼ 10.8% vs previous month
- Unique visitors18.7K
per month
- Global rank#357,050
among all websites
- Category rank#3,712
Finance · Investing
- Bounce rate33%
- Pages per visit8.8
- Average visit3 min 07 sec
- DevicesDesktop 56% · Mobile 44%
Websites whose visitors overlap most with Wealth.com. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthmagic.in | 100% | 235.9K | #204,683 | View details | |
| justvanilla.com | 95% | 26.2K | #690,088 | View details | |
| fidelity.com | 92% | 129.5M | #275 | View details | |
wealthfactory.com | wealthfactory.com | 91% | – | #909,277 | – |
| investyadnya.in | 88% | 107.9K | #408,927 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 13 similar websites and full traffic analytics for Wealth.com
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 13 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Wealth.Com
Complete news archive for Wealth.com
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Wealth.com
10 companies that operate in the same segment as Wealth.com (Legal Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
Legal practice management software is provided for law firm operations. | 2007 | Burnaby, British Columbia, Canada | USD 1.79 B | – | – | |
AI-powered software for contract drafting and management is provided. | 2017 | India | USD 112.95 M | USD 2.43 M | 162 | |
Contract lifecycle management software is developed using AI-powered intelligence. | 2016 | San Carlos, California, United States | USD 154.69 M | – | – | |
AI-powered ediscovery platform streamlines investigations and workflows. | 2012 | Houston, Texas, United States | USD 194.03 M | USD 156.85 M | 561 | |
AI-powered software for legal contract management is utilized. | 2012 | Lehi, Utah, United States | USD 170.95 M | – | – | |
Cloud-based legal management and data services are provided for businesses. | 2008 | Toronto, Ontario, Canada | – | USD 7.63 B | 26,400 | |
AI-driven legal research platform for attorneys is operated. | 2013 | San Francisco, California, United States | USD 67.83 M | – | – | |
Online legal services are offered to businesses and families. | 2008 | San Francisco, California, United States | USD 288.44 M | – | – | |
SaaS-driven property management software for owners and residential property managers | 2006 | Santa Barbara, California, United States | USD 30 M | USD 950.82 M | 1,630 |
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Frequently Asked Questions about Wealth.com
Wealth.com was founded in 2021 and raised its 1st funding round 1 year after it was founded.
Wealth.com is headquartered in Gilbert, United States. It is registered at Gilbert, Arizona, United States.
Rafael Loureiro is the current CEO of Wealth.com. They have also founded this company.
Wealth.com is a funded company, having raised a total of $46M across 4 funding rounds to date. The company's 1st funding round was a Seed of $16M, raised on Mar 2022.
Wealth.com is recognized as a leading estate planning platform utilized by financial advisors to serve clients ranging from mass affluent to ultra-high-net-worth. Comprehensive tools are offered, including AI-driven analysis through Ester, scenario modeling, and document creation for wills, trusts, and other legal instruments. Solutions are tailored for advisors, enterprises, attorneys, and trust companies, ensuring scalable and high-touch estate planning. Integration with over 20 platforms like Salesforce and Schwab is supported, enhancing data connectivity. The platform is designed to strengthen advisor-client relationships, drive firm growth, and ensure regulatory alignment within the financial services sector.
Wealth.com's top competitors include Trust and Will, Vanilla and Luminary.
Wealth.com offers Wealth.com Platform, Ester® AI, Scenario Builder, and Document Creation.
Wealth.com has 8 investors. Key investors include Charles Schwab, Google Ventures, Citi Ventures, Outpost Ventures, and 53 Stations.
Wealth.com operates through Wealth Inc..