Wealth.com

AI-driven estate-planning platform built for financial advisors. Used by 750+ wealth-management firms. Raised a $65M Series B; backers include Charles Schwab, Google Ventures, and Citi Ventures.

Services FinTech / WealthTech / Estate Planning
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★ ★ ★ ★ ★ New (0 reviews)
Remote-First (US) HQ
51-200 company size
2022 founded

What is Wealth.com?

Wealth.com is a wealthtech company building an end-to-end, AI-driven estate-planning platform designed for financial advisors rather than for consumers directly. Estate planning has historically been slow, expensive, and handled separately by attorneys, which meant most advisory clients either skipped it or had documents that quickly went stale. Wealth.com lets advisors generate and maintain high-quality estate-planning documents, visualize how a client's estate actually flows, and layer in tax planning, turning estate planning from a rare one-off into an ongoing part of the advisory relationship. The company says its platform is used by more than 750 wealth-management firms and supports advisory firms managing over $15 trillion in client assets. It was co-founded by Rafael Loureiro, who serves as CEO and brings 20+ years of technical leadership across startups, growth-stage companies, and Fortune 500 organizations; before Wealth.com he was CTO at Emailage, a global fraud-prevention SaaS company acquired by LexisNexis Risk Solutions. The company also drew attention for acquiring the premium wealth.com domain. It raised a $65M Series B to accelerate its AI estate- and tax-planning platform, with new investors Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners joining existing backers including Charles Schwab, Google Ventures, Citi Ventures, and Anthos Capital. That investor list is notable: several backers are also major distribution partners in wealth management.

Mission & values

Make estate planning a mainstream, ongoing part of financial advice by giving advisors an AI-driven platform to deliver high-quality estate and tax planning to every client.

Qualifications

Wealth.com hires across engineering (backend, full-stack, frontend, data, infrastructure, security), applied AI and machine learning (document generation, extraction, and reasoning over legal and financial text), product, design, and a distinctive legal-and-domain group: estate-planning attorneys, trust and estate specialists, and paralegals who define document logic and ensure state-by-state legal correctness. On the commercial side it hires sales, partnerships (its channel runs through advisory firms, RIAs, and custodians), implementation, customer success, and support for advisor onboarding. Application flow lives at wealth.com careers. The company hires remote across the US. The strongest fit brings either applied-AI experience on structured legal or financial documents, or genuine wealth-management and estate-planning domain expertise, since the product depends on getting legal detail right. Because the platform handles sensitive personal and financial data, security and compliance awareness is expected.

Leadership

R

Rafael Loureiro

Co-Founder & Chief Executive Officer

Co-founded Wealth.com and leads it as CEO. 20+ years of technical leadership across startups, growth-stage, and Fortune 500 companies. Previously CTO at Emailage, a fraud-prevention SaaS acquired by LexisNexis Risk Solutions.

Hiring process

  1. 1

    Apply at wealth.com careers

    Browse engineering, applied AI, product, legal/estate, and go-to-market roles and submit through the Wealth.com careers page.

  2. 2

    Recruiter screen

    Confirms role fit, level, remote eligibility, and compensation expectations. Legal roles confirm bar admission and estate-planning experience.

    About 7 days

  3. 3

    Hiring manager interview

    Role-specific conversation with the manager who owns the position and the domain context.

    About 7 days

  4. 4

    Technical or domain loop

    Engineering and AI: coding plus a discussion of document extraction, generation, or data modeling. Legal: estate-planning scenarios and state-variation questions. GTM: advisor-channel case study.

    About 14 days

  5. 5

    Values interview and offer

    Cross-functional interview followed by an offer with base, bonus, and equity.

    About 7 days

Funding

StageSeries B
Investors
Charles Schwab Google Ventures (GV) Citi Ventures Anthos Capital Titanium Ventures Pruven Capital Dynasty Financial Partners

Awards & recognition

  • $65M Series B to expand the AI estate-planning platform · 2025

    Wealth.com

  • Used by 750+ wealth-management firms · 2026

    Wealth.com

Company information

Frequently asked questions

What does Wealth.com do?
It provides an AI-driven, end-to-end estate-planning platform built for financial advisors. Advisors use it to generate and maintain estate-planning documents, visualize how a client's estate flows, and incorporate tax planning, making estate planning an ongoing part of advice rather than a one-off legal task.
Is it for consumers or advisors?
It is built for financial advisors and advisory firms, not sold directly to consumers. The company says 750+ wealth-management firms use it, supporting advisory firms managing more than $15 trillion in client assets.
Who founded Wealth.com?
Rafael Loureiro is co-founder and CEO. He has 20+ years in technical leadership and was previously CTO at Emailage, a fraud-prevention SaaS company acquired by LexisNexis Risk Solutions.
Who backs Wealth.com?
It raised a $65M Series B with new investors Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, alongside existing backers Charles Schwab, Google Ventures, Citi Ventures, and Anthos Capital. Several investors are also distribution partners in wealth management.
Does Wealth.com hire remotely?
Yes, it hires remote across the US. Roles span engineering and applied AI, product and design, estate-planning attorneys and trust specialists, and go-to-market functions serving advisory firms.
What kind of non-engineering roles does it hire?
A distinctive legal and domain group: estate-planning attorneys, trust and estate specialists, and paralegals who define document logic and ensure state-by-state legal correctness, plus partnerships and implementation roles working with RIAs and custodians.

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