Tech Company Financing Transactions

Wealth Financial Technologies Funding Round

Wealth Financial Technologies, based in Gilbert, secured $16 million in investment from Anthos Capital and Bela Juju Ventures.

Transaction Overview

Announced On
3/22/2022
Transaction Type
Venture Equity
Amount
$16,000,000
Round
Seed
Investors
Proceeds Purpose
Proceeds purposes were not disclosed.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
3336 East Chandler Heights Rd 104
Gilbert, AZ 85298
USA
Phone
Undisclosed
Email Address
Overview
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
Profile
Wealth Financial Technologies LinkedIn Company Profile
Social Media
Wealth Financial Technologies Company Twitter Account
Company News
Wealth Financial Technologies News
Facebook
Wealth Financial Technologies on Facebook
YouTube
Wealth Financial Technologies on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Rafael Loureiro
  Rafael Loureiro LinkedIn Profile  Rafael Loureiro Twitter Account  Rafael Loureiro News  Rafael Loureiro on Facebook
Chief Executive Officer
Tim White
  Tim White LinkedIn Profile  Tim White Twitter Account  Tim White News  Tim White on Facebook
Co-Founder
Daniel Lohrfink
  Daniel Lohrfink LinkedIn Profile  Daniel Lohrfink Twitter Account  Daniel Lohrfink News  Daniel Lohrfink on Facebook


 

 

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We do our best to document funding rounds that are announced publicly. VC investment data records on this site are derived from a variety of public sources. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


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