Wealth is a comprehensive digital estate planning platform co-founded by Rei Carvalho and Rafael Loureiro (CEO). The product features an asset-aggregation platform, configurable workflows, and thought-leadership content to guide estate planning. It provides proprietary legal documents, connects with third-party APIs, and stores user data in a bank-level encrypted digital vault. Wealth aims to expand access to estate planning for the American workforce by initially offering its platform to HR teams and organizations as a financial-wellness benefit for employees and members. Financially, the company raised $16M in seed funding as reported in March 2022. The company is based in Tempe, Arizona.

Total raised

$16M

Funding rounds

1

Latest round

Seed

Latest activity

Mar 2022