Wealth


Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally. Creating an estate plan with Wealth gives your loved ones a holistic view of all your assets, visualized and securely stored in one place. Because life is unpredictable, Wea... Read more

Industries

Employees

11-50

Links


Org chart

Rafael Loureiro
Chief Executive Officer
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Danny Lohrfink
Chief Product Officer & Co-Founder
Helen Huang
Chief Marketing Officer
Anne Rhodes
Chief Legal Officer
Matthew Guimbarda
Chief Financial Officer
Matt Giumbarda
Chief Financial Officer

Board & advisors

Joanne Bradford
Strategic Advisor
Christine Leong Connors
Strategic Advisor
Susan Sobbott
Strategic Advisor
Jamie Hopkins
Strategic Advisor
Tyrone Ross Jr.
Strategic Advisor
Barnaby Grist
Strategic Advisor
Kate Ristau Shackleton
Strategic Advisor
Brian Hamburger
Strategic Advisor
John Vaccaro
Strategic Advisor