Reimagining estate planning for advisors and clients
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.
Co-Founder & CEO
Co-Founder & CPO
Co-Founder & CPO
SVP of Data Science
VP of Product
VP of People & Culture
VP of Legal Product
Head of Partner Success
VP of Analytics
“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If someone dies without an estate plan (or one that’s poorly drafted or out of date), their loved ones may be left to pick up the pieces.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.
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, Wealth’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.
Wealth 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 Wealth. 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.
Join a dynamic and passionate team that’s making a difference