Wealth.com brings the technical innovation and AI you’d expect from a Google Ventures-backed company, paired with the financial expertise and fiduciary trust from a legacy institution like Charles Schwab.
Founded in 2021, Wealth.com is the industry’s leading estate planning platform, empowering 750+ 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.
Company Details
- Employees
- 162
- Founded
- -
- Address
- 51 W 3rd St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://wealth.com/
- HQ
- Tempe, Arizona
- Competitors
- Thatch, Vana, You.com, Junction, Second Nature, Crescendo, Helius, Vanilla, Teambridge, Orb.
Wealth.com Questions
Wealth.Com's website is https://wealth.com/
Wealth.Com's LinkedIn profile is https://www.linkedin.com/company/wearewealth
Wealth.Com has
162 employees.
View email and phone details for 162
employees at Wealth.Com.
Wealth.Com's industry is
Financial Services
Wealth.Com's top competitors are
Thatch,
Vana,
You.com,
Junction,
Second Nature,
Crescendo,
Helius,
Vanilla,
Teambridge,
Orb.
Wealth.Com's categories are Financial Services
Wealth.Com's founding year is 2021
