Powering the Future of Estate and Tax Planning
Wealth.com equips financial advisors with the technology to help families plan for every tomorrow. Our platform combines estate planning, tax intelligence, and AI powered insights to deliver sophisticated planning at scale.
Leaders across wealth management, estate planning, and technology united around one mission: helping advisors plan for every tomorrow.
Industry leaders and practitioners who help ensure Wealth.com reflects the real needs of leading financial institutions and the clients they serve.
Backed by Leading Investors
“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If someone dies without an estate plan (or one that’s poorly drafted or out of date), their loved ones may be left to pick up the pieces.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.com Story
Our story began with a problem that shouldn’t have existed.
After selling Emailage to LexisNexis in March 2020, serial entrepreneur Rei Carvalho found himself navigating his own estate plan. What he encountered was fragmented, static, and outdated, built for a moment in time, not a lifetime of change.
He wasn’t looking for documents. He was looking for a system, something dynamic that could evolve with his life, integrate with his broader financial picture, and continuously optimize over time. It didn’t exist.
So he set out to build it.
Rei partnered with Rafael Loureiro, former CTO at Emailage, and together they assembled a founding team spanning trust and estate law, financial services, and technology. Their vision was simple but ambitious: to modernize estate planning from the ground up.
Wealth.com was built to replace one-time, transactional planning with a living, connected system, one that brings estate, tax, and financial data together into a single, continuously evolving experience. A platform designed not just to create plans, but to keep them relevant.
Since then, Wealth.com has grown into the industry’s leading estate and tax planning platform for financial institutions, helping firms deliver more consistent, scalable, and proactive advice to their clients.
But the mission hasn’t changed.
We exist to remove the complexity from estate planning and give families, and the advisors who serve them, the clarity and confidence to plan for every tomorrow.