About Wealth
Wealth.com is an AI-powered estate and tax planning platform built for wealth management firms, financial advisors, RIAs, broker-dealers, banks, and trust companies. Its platform unifies estate planning, tax planning, document management, reporting, and advisor workflows in a single system, featuring a proprietary AI engine called Ester. The company serves firms managing over $15 trillion in client assets and is trusted by thousands of advisory firms across the U.S.
Company details
Funding
Total raised
$111M
Last stage
Series B
Investors
Founders
Rafael Loureiro
Co-founder and CEO of Wealth.com. Previously CTO at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions.
LinkedInRei Carvalho
Founder and Executive Chairman of Wealth.com. Serial entrepreneur whose personal frustrations with traditional estate planning led to the founding of the company.
Danny Lohrfink
Co-Founder and Chief Product Officer at Wealth.com. Georgetown University McDonough School of Business alumnus.
LinkedInWhat happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.