Wealth.com Information

Wealth.com is the industry’s leading estate planning platform. A combination of best-in-class estate planning technology, AI and human experience empowers financial advisors to provide a modern, comprehensive and sophisticated solution to their clients. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C. Wealth.com was named the “Highest Rated Estate Planning Platform in the 2024 T3/Inside Information Advisor Software Survey".

View Top Employees from Wealth.com

Website	https://wealth.com/
Employees	85 (52 on RocketReach)
Founded	2021
Address	2425 E Camelback Rd Ste. 150, Phoenix, Arizona 85016, US
Industry	Financial Services

Wealth.com Questions

Who is the CMO of Wealth.com?

Helen Huang is the CMO of Wealth.com.

How many people are employed at Wealth.com?

52 people are employed at Wealth.com.

Where is Wealth.com based?

Wealth.com is based in Phoenix, Arizona.

Top Wealth.com Employees

Rafael Loureiro

Chief Executive Officer at Wealth.com

Gilbert, AZ, US

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- emailage.com
- gmail.com
- hotmail.com
- cox.net
- wealth.com
- forbesfinancecouncil.com
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- 480650XXXX
- 714846XXXX
- 850983XXXX
- 480663XXXX
- 602625XXXX
- 480705XXXX
Rei Carvalho

Managing Partner at Wealth.com

Denver, CO, US

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- yahoo.com
- emailage.com
- gmail.com
- securemedical.com
- wealth.com
- belajuju.com
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- 480968XXXX
- 480505XXXX
- 480226XXXX
- 623463XXXX
- 480505XXXX
- 480634XXXX
Helen Huang

Chief Marketing Officer at Wealth.com

San Francisco, CA, US

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- yahoo.com
- deem.com
- hotmail.com
- frontiernet.net
- alumni.cmu.edu
- deemfirst.com
- lendingclub.com
- wealth.com
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- 908227XXXX
- 307555XXXX
- 732261XXXX
- 415590XXXX
- 415248XXXX
- 415930XXXX
Eduardo Fontes

Senior Vice President Data Science at Wealth.com

Concord, NC, US

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3
- vanguard.com
- gmail.com
- wealth.com
5
- 602354XXXX
- 480503XXXX
- 480729XXXX
- 623313XXXX
- 520670XXXX
Brittney Cullen

VP of HR at Wealth.com

Chandler, AZ, US

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- cliftoncpa.com
- emailage.com
- cliftonlarsonallen.com
- msn.com
- lexisnexisrisk.com
- wealth.com
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- 615321XXXX
- 601709XXXX
- 662622XXXX
- 480719XXXX
- 480634XXXX
- 480818XXXX
Tim White

Chief Partnership Officer and Co-Founder at Wealth.com

Scottsdale, AZ, US

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2
- geocomply.com
- wealth.com
1
- 480664XXXX
Danny Lohrfink

Chief Product Officer & Co-Founder at Wealth.com

New York, NY, US

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1
- wealth.com
4
- 914589XXXX
- 914924XXXX
- 646351XXXX
- 914273XXXX
Hanna Byers

VP of Product at Wealth.com

Santa Barbara, CA, US

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- gs.com
- gmail.com
- yahoo.com
- sothebys.com
- wealthofadvice.co.uk
- wealth.com
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- 936372XXXX
- 805451XXXX
- 212894XXXX
- 212894XXXX
- 805451XXXX
- 832334XXXX
Peter Kim

Director of Engineering at Wealth.com

Seattle, WA, US

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4
- petekim.com
- united.com
- gmail.com
- google.com
2
- 415629XXXX
- 909919XXXX
Jay Organek

VP of Legal Product at Wealth.com

Buffalo, NY, US

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2
- msn.com
- wealth.com
1
- 716861XXXX