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

Tim White

Rei Carvalho

Peter Shirley

Mitchell Arthur

Jair Basso

Danny Lohrfink

Brittney Cullen

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

Engineering Team

Sales and Client Success Team

Leadership Team

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Team members

Other teams at Wealth

Engineering Team

Sales and Client Success Team