Participated · Seed · Mar 2022

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.

Participated · Seed · Mar 2022

Wealth.com provides a purpose-built AI platform that unifies estate and tax planning into a single system for financial advisors and institutions. Its proprietary Ester Intelligence engine is trained on estate and tax scenarios to deliver deterministic, auditable outputs and powers end-to-end advisor workflows and integrations. The company reported 664% year-over-year growth in AI-powered workflows and has achieved at least 3x revenue growth in each of the last four years. Wealth.com supports advisory firms that collectively service more than $15 trillion in client assets, processed over 100,000 estate documents in 2025, and performs thousands of deterministic calculations per estate distribution. It has expanded into tax planning, secured approvals from the three largest U.S. broker-dealers (unlocking access to over 50,000 financial advisors), and holds agreements with three of the top five banks. Wealth.com has been recognized in industry surveys and awards, including category leadership in estate planning market share in the Kitces AdvisorTech Survey and inclusion in the CB Insights Fintech 100.