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

Wealth's headquarters in Phoenix, AZ, United States

This department is responsible for managing customer inquiries, providing assistance, and ensuring client satisfaction.

Support Services

This department focuses on designing, coding, and testing software applications and systems.

Software Development

The Leadership Team at Wealth is responsible for shaping the strategic direction and operational execution of the company's mission to provide comprehensive estate planning solutions. This team collaborates across departments to drive innovation, ensure robust security, enhance user experience, and foster growth while upholding regulatory compliance, ultimately delivering a seamless platform for clients and their beneficiaries. Their diverse expertise in technology, marketing, legal, HR, and product development enables Wealth to continuously improve its offerings and support workforce financial wellness initiatives effectively.

Leadership Team

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

The Sales and Client Success Team at Wealth is responsible for driving revenue growth through strategic client engagement and support. They work collaboratively to onboard new clients, ensure long-term satisfaction, and foster partnerships with employers to enhance their employee benefit offerings. This team also proactively addresses client needs and feedback, optimizing the estate planning platform experience and facilitating successful program implementations.

Sales and Client Success Team

This department provides high-level guidance and recommendations to steer the organization's strategic direction.

Strategic Advisory

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.

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Other teams

Software Development

Leadership Team

Engineering Team

Sales and Client Success Team

Strategic Advisory

Product Management and Design Team