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 Legal and Compliance Team at Wealth is responsible for ensuring that the company's operations adhere to relevant laws and regulations, particularly in the estate planning and data privacy sectors. This team collaborates with product development to create legally sound estate planning tools, provides guidance on legal risks, and ensures that customer data is handled securely. They also oversee compliance with employee benefit regulations, safeguarding the company's integrity and reputation.

Legal and Compliance Team

Leadership Team

Engineering Team

Sales and Client Success Team

Legal and Compliance Team

About

Team members

Other teams at Wealth

Leadership Team

Engineering Team

Sales and Client Success Team