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 Product Management and Design Team at Wealth focuses on developing and enhancing the platform's user experience and functionality. This team collaborates on crafting innovative features that simplify estate planning, ensuring the platform is intuitive and visually engaging. Through continuous market research and user feedback, they aim to create a seamless and secure digital environment that meets the evolving needs of users and their beneficiaries.

Product Management and Design Team

Leadership Team

Engineering Team

Sales and Client Success Team

Product Management and Design Team

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Team members

Other teams at Wealth

Leadership Team

Engineering Team

Sales and Client Success Team