Funded Tech Companies
Wealth.com
Wondering who provided funding to Wealth.com? GV, Citi Ventures and Firebolt Ventures put venture money into this innovative fintech company.
Company Overview
Company Name
Wealth.com
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
2425 E Camelback Rd 150
Phoenix, AZ 85016
USA
Phoenix, AZ 85016
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Our mission is to modernize estate planning through innovative technology. Our story began when Chairman and serial entrepreneur Rei Carvalho experienced his own frustration with estate planning. In March 2020, Rei sold Emailage, a leading fraud prevention platform, to LexisNexis, and was working through his estate plan.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
9/16/2024
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Rafael Loureiro
Chief Marketing Officer
Helen Huang
Vice President
Jair Basso
Vice President
Kyle Pounder
Vice President
Seungwoo Son
VP - Client Services
Cyndie Smith
VP - General Counsel
Jay Organek
VP - General Counsel
Anne Rhodes
VP - General Counsel
Tim White
VP - Human Resources
Brittney Cullen
VP - Product Management
Danny Lohrfink
Company Investors
- GV (Elena Sakach)
- Citi Ventures
- Firebolt Ventures
- Outpost Ventures
Browse more funded tech companies:
Wealth Financial Technologies | WealthBar
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