Insights

Market Leadership Wealth.com is recognized as the top estate planning platform by financial advisors in 2024 and has received notable awards for its technological innovation, highlighting its strong market position and credibility among industry professionals.

Strategic Partnerships Recent collaborations with firms like Apriem Inc. and OneDigital, as well as integration with platforms like eMoney Advisor, demonstrate opportunities to expand the company’s client base through targeted partnership and integration strategies.

Innovative Technology With a tech stack emphasizing AI, data analytics, and modern design tools, Wealth.com’s advanced technological capabilities present opportunities to upsell automation, data-driven solutions, and scalable estate planning products to financial institutions.

Funding & Growth Major industry players like Charles Schwab investing in Wealth.com indicate strong financial backing and growth potential, making it attractive for enterprise-level financial institutions seeking cutting-edge estate planning technology.

Expanding Market Presence Participation in industry awards, active engagement in events like the Asset Management Awards, and a growing client list suggest ongoing market penetration trends perfect for tailored outreach and new client acquisition strategies.

Wealth.com Email Formats	Example	Percentage
First.Last@wealth.com	John.Doe@wealth.com	46%
First@wealth.com	John@wealth.com	7%
Fir.Last@wealth.com	Joh.Doe@wealth.com	1%
First.Last@wealth.com	John.Doe@wealth.com	46%

Wealth.com Email Formats

Example

Percentage

First.Last@wealth.com

John.Doe@wealth.com

46%

First@wealth.com

John@wealth.com

Fir.Last@wealth.com

Joh.Doe@wealth.com

First.Last@wealth.com

John.Doe@wealth.com

46%

Frequently Asked Questions

Where is Wealth.com's headquarters located?

Wealth.com's main headquarters is located at 51 W 3rd St, #110 Tempe, Arizona 85281, US. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Wealth.com's stock symbol?

Wealth.com is a publicly traded company; the company's stock symbol is WLTG.

What is Wealth.com's official website and social media links?

Wealth.com's official website is wealth.com and has social profiles on LinkedIn Crunchbase.

What is Wealth.com's NAICS code?

Wealth.com's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth.com have currently?

As of October 2025, Wealth.com has approximately 169 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: R. L.Chief Financial Officer: M. G.Chief Technology Officer: K. P.. Explore Wealth.com's employee directory with LeadIQ.

What industry does Wealth.com belong to?

Wealth.com operates in the Financial Services industry.

What technology does Wealth.com use?

Wealth.com's tech stack includes LucidchartSQLFigmaLottieFilesEmotionLeverYouTubeGoogle Analytics.

What is Wealth.com's email format?

Wealth.com's email format typically follows the pattern of First.Last@wealth.com. Find more Wealth.com email formats with LeadIQ.

When was Wealth.com founded?

Wealth.com was founded in 2021.

Wealth.com

Q: What is Wealth.com's official website and social media links?

Wealth.com's official website is wealth.com. Wealth.com has social profiles on LinkedIn.

Q: How many employees does Wealth.com have currently?

Wealth.com has approximately 169 employees.

Q: What technology does Wealth.com use?

Wealth.com's tech stack includes Sanity, Twitter Ads, Bootstrap, RSS, WordPress.

Financial ServicesUnited States51-200 Employees

Wealth.com brings the technical innovation and AI you’d expect from a Google Ventures-backed company, paired with the financial expertise and fiduciary trust from a legacy institution like Charles Schwab.

Founded in 2021, Wealth.com is the industry’s leading estate planning platform, empowering 750+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. 

Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

An industry employer of choice, Wealth.com is rated among Fast Company’s 2024 Best Workplaces for Innovators and ranked #24 on Fortune’s list of the 100 Best Small Workplaces for 2024.

Insights

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Wealth.com Tech Stack

Media & News

Apriem Inc. partnered with Wealth Inc. on Oct 27th '25.

Wealth Inc. attends event Asset Management Awards 2026.

Wealth Inc. hired Keyur Desai as Chief Data and Analytics Officer on May 22nd '25.

Wealth Inc. signs new client OneDigital.

Charles Schwab & Co invests into Wealth Inc..

Wealth Inc. integrates with eMoney Advisor, LLC.

Wealth Inc. hires Andrew McCaskill as career expert.

Wealth.com's Email Address Formats