In-Person Virtual Podcast

Tim White

Co-Founder & Chief Growth Officer

Tim is a highly accomplished sales and business development fintech executive, with a strong track record of managing global partnerships and cultivating strategic relationships. Prior to co-founding Wealth.com, Tim served as Chief Partnership Officer at Emailage, a global fraud prevention provider. Under Tim’s leadership, channel revenue was consistently the company’s fastest-growing revenue stream. As part of Tim’s responsibilities, he cultivated the company’s strategic relationships, including with LexisNexis Risk Solutions, a RELX company, which subsequently acquired Emailage in 2020. When Tim is not on planes traveling to events and meeting with partners, he is spending time with his wife, son and pup hiking the Sonoran Desert mountains near his home in Scottsdale. Tim is an avid runner and enjoys nothing more than movie night at home with his family.

Tim White's Resources:
What Every Financial Advisor Needs to Know About Wealth.com
What Every Financial Advisor Needs to Know About Wealth.com
Startup Stories: Discussing Wealth.com
Startup Stories: Discussing Wealth.com
Inside Wealth.com's Mission to Modernize Estate Planning
Inside Wealth.com's Mission to Modernize Estate Planning
How to Capitalize on the Growing Demand for Estate Planning
How to Capitalize on the Growing Demand for Estate Planning
PRess Play LIVE: Tim White at Future Proof Festival
PRess Play LIVE: Tim White at Future Proof Festival
The Estate Planning Platform by Advisors, for Advisors
The Estate Planning Platform by Advisors, for Advisors

Signature Speaking Topics

Growing Your Firm Through Estate & Tax Planning

Why estate and tax planning are becoming the highest-leverage growth drivers, and how firms are using them to increase AUM, deepen relationships, and win larger households.

Building a Modern Growth Engine for Advisory Firms

How to combine marketing, advisor enablement, and technology to create consistent, repeatable growth.

Winning the Next Decade of Wealth Management

A forward-looking view on where growth will come from, and which firms will capture it.

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