It's here! Announcing Family Office Suite™, estate management solutions for complex estate plans

Reimagining estate planning for advisors and clients

Redefining how people secure their legacies

Our mission is to modernize estate planning through innovative technology

Our Leadership Team

Built by industry experts and attorneys in trust and estate law, personal financial management and data security.

Rafael Loureiro

Rafael Loureiro

Co-Founder & CEO

Danny Lohrfink

Danny Lohrfink

Co-Founder & CPO

Anne Rhodes

Anne Rhodes

Chief Legal Officer

Tim White

Tim White

Co-Founder & CGO

CMO Helen Huang

Helen Huang

Chief Marketing Officer

Cyndie Smith

Cyndie Smith

VP of Partner Success

Brittney Cullen

Brittney Cullen

VP of People & Culture

Jay Organek

Jay Organek

VP of Legal Solutions

Kyle Pounder

Kyle Pounder

VP of Analytics

Jair Basso

VP of Security

Seungwoo Son

VP of Applied AI

David Haughton

Senior Corporate Counsel

Our Strategic Advisors

Our team includes advisors and industry leaders who keep innovation at the forefront of our business.

Joanne Bradford

Former CRO, Microsoft; Former COO, Sofi; Former President Honey

Brian Hamburger

Founder, President & CEO, MarketCounsel; Founder & Chief Counsel, Hamburger Law Firm

Jamie Hopkins

CEO, Bryn Mawr Capital Management; SVP, Private Wealth Management , Bryn Mawr Trust

Tyrone Ross Jr.

CEO and Co-Founder, Turnqey Labs, Inc

Susan Sobbott

Board Member, Wex Board Member, Bambee

A Note from our Chairman

Rei Carvalho

Rei Carvalho

“I needed a dynamic view of my finances alongside an always up to date estate plan, and I knew I was not the only one.”

If someone dies without an estate plan (or one that’s poorly drafted or out of date), their loved ones may be left to pick up the pieces. The burden of a lengthy probate process goes beyond time and money. Losing a loved one is unbearable and people shouldn’t have to feel additional pain picking up the pieces. We take a proactive approach to estate planning by creating an ecosystem that helps people create their estate plans, visualize them, make revisions and keep them updated over time, with all financial details in one place. Part of my legacy is to help build Wealth so that others can leave a well-managed, organized legacy for their loved ones.

Rei Carvalho

Co-Founder & Executive Chairman

The Wealth Story

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.

He was looking for a solution that would help him comprehensively visualize his finances and estate plan together. He wanted more than a transactional, one-time solution; he needed something that would evolve with his life circumstances and optimize his estate plan over time. There was nothing in the market that met his needs, and his next entrepreneurial endeavor began.

His first step was to build a team who shared his vision, starting with Rafael Loureiro,'s current CEO and former CTO at Emailage. Together, they formed the founding team of seasoned experts across trust and estate law, financial management, data science and security to build a comprehensive and intuitive solution that redefined estate planning in a modern way. was founded to break down barriers to estate planning, creating a dynamic ecosystem that grows with members and removes the complexity and confusion from antiquated options that existed prior to We strive to help people protect and manage their affairs through robust intelligence and insights. We remain committed to our mission, constantly finding new ways to innovate and create value for our members.

In 2024, was named a Great Place to Work, the global authority on work culture and employee experience, and is based entirely on employee feedback. This honor is a testament to our core company values, and the value we, as an organization, place on each individual and their contributions to

Join a dynamic and passionate team that’s making a difference and recognized as a Great Place to Work

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