- Founded
- 2021
- Employees
- 30
- Total Funding
- $16M
Founded by Rafael Loureiro, Rei Carvalho in 2021.
About Wealth
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.
Leadership at Wealth
The team at the top of the org chart.
Rafael Loureiro
Chief Executive Officer
52 reports
Brittney Cullen
VP of HR
3 reports
Danny Lohrfink
Chief Product Officer & Co-Founder
7 reports
Anne Rhodes
Chief Legal Officer
6 reports
Matthew Guimbarda
Chief Financial Officer
Matt Giumbarda
Chief Financial Officer
Kyle Pounder
Chief Technology Officer
13 reports
Tim White
Co-founder & Chief Growth Officer
15 reports
Board
Joanne Bradford
Strategic Advisor
Christine Leong Connors
Strategic Advisor
Susan Sobbott
Strategic Advisor
Jamie Hopkins
Strategic Advisor
Tyrone Ross Jr.
Strategic Advisor
Barnaby Grist
Strategic Advisor
Open Jobs at Wealth (12)
- Wealth · New York, New York · 3mo$90k – $100kFull-time
- Wealth · New York, New York · 3mo$180k – $200kFull-time
- Wealth · New York, New York · 3mo$180k – $210kFull-time
- Wealth · New York, New York · 3mo$190k – $200kFull-time
- Wealth · Hybrid, San Francisco · 3mo$100k – $135kFull-time
- Wealth · New York, New York · 4mo$195k – $220kFull-time
- Wealth · Phoenix, AZ · 4mo$180k – $220kFull-time
- Wealth · Phoenix, AZ · 4mo$130k – $180kFull-time
- Wealth · New York, New York · 4mo$125k – $150kFull-time
- Wealth · New York, New York · 5mo$200k – $250kFull-time
- Wealth · Hybrid, San Francisco · 5mo$150k – $200kFull-time
- Wealth · New York, New York · 5mo$200k – $250kFull-time
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