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, Wealth makes it easy for you to access your plananytime and offers guidance to keep it current and valid. And should the unthinkable occur, your trusted beneficiaries are granted emergency access to your plan. Wealth is available to companies as an employee benefit, allowing employers to offer their workforce a meaningful financial wellness opportunity.

FinTech

Wealth

Rafael Loureiro

Helen Huang

Kyle Pounder

Musa Rukero

Gabriela Carvalho

Alaska Adams

Tim White

Rei Carvalho

Peter Shirley

Mitchell Arthur

Jair Basso

Danny Lohrfink

Brittney Cullen

The Engineering Team at Wealth is responsible for designing, developing, and maintaining the platform's robust architecture. They ensure seamless user experiences through front-end and back-end development, while prioritizing security and performance. This team also implements rigorous testing and continuous integration practices to deliver high-quality software that empowers customers to manage their estate planning efficiently and securely.

Engineering Team

Leadership Team

Sales and Client Success Team

Engineering Team

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Team members

Other teams at Wealth

Leadership Team

Sales and Client Success Team