Founded in 2021, Wealth is the leading estate planning platform in the industry, empowering over 400 wealth management firms. Rafael Loureiro established the Arizona-based company alongside Rei Carvalho, the founder and former CEO of Emailage, later acquired by LexisNexis.
Wealth.com is targeting the substantial U.S. market with a digital solution that eliminates the outdated “three-ring binder” approach, replacing it with a dynamic, real-time digital dashboard. The platform enables users to manage and visualise their estates through an integrated ecosystem comprising proprietary legal documents, third-party APIs, and a bank-level encrypted digital vault. Users can effortlessly add a variety of assets, from real estate and stocks to personal collectables like baseball cards, ensuring all pertinent information is accessible and up-to-date.
In September 2024, the company completed a $30 million Series A funding round led by GV (formerly Google Ventures).
Our platform has streamlined and unlocked access to estate planning for thousands, highlighting the generational change we’re driving in the industry. This investment validates our efforts to disrupt estate planning while supporting our continued growth and ability to serve an ever-expanding client base
Rafael Loureiro for WealthManagement.com
Wealth operates on an Exact Brand Match (EBM) domain, Wealth.com, that plays a key role in its marketing and branding strategy. As the centrepiece of its public identity, the Wealth.com domain significantly enhances the company’s market presence. As a highly sought-after dictionary word domain, it naturally conveys trust and credibility—essential qualities in the financial and estate planning industries. The domain’s simplicity and memorability prevent traffic leaks and improve user experience. Strong, exact brand match domains like this increase organic reach and reduce reliance on third-party platforms for connectivity and reaching customers.
Premium domain names are a valuable asset for any brand. They can help you establish credibility, improve your search engine rankings, and make it easier for customers to find and remember your website. If you’re interested in learning more about how premium domain names can benefit your brand, don’t hesitate to contact us for more information.
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