Funded Tech Companies
Wealth Financial Technologies
Wealth Financial Technologies, based in Gilbert, received equity investments from Bela Juju Ventures and Anthos Capital.
Company Overview
Company Name
Wealth Financial Technologies
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
3336 East Chandler Heights Rd 104
Gilbert, AZ 85298
USA
Gilbert, AZ 85298
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
3/22/2022
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Rafael Loureiro
Chief Executive Officer
Tim White
Co-Founder
Daniel Lohrfink
Company Investors
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