Tech Company Financing Transactions
Wealth.com Funding Round
Wealth.com, based in Phoenix, received investment capital from Charles Schwab Corporation.
Transaction Overview
Company Name
Announced On
4/16/2025
Transaction Type
Venture Equity
Amount
Unknown
Round
Undisclosed
Investors
Proceeds Purpose
Wealth.com continue to scale its capabilities to make it easier for financial firms and advisors to provide valuable estate planning services to individuals and families.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
2425 E Camelback Rd 150
Phoenix, AZ 85016
USA
Phoenix, AZ 85016
USA
Phone
Undisclosed
Website
Email Address
Overview
Our mission is to modernize estate planning through innovative technology. 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.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Rafael Loureiro
Chief Marketing Officer
Helen Huang
Vice President
Jair Basso
Vice President
Kyle Pounder
Vice President
Seungwoo Son
VP - Client Services
Cyndie Smith
VP - General Counsel
Jay Organek
VP - General Counsel
Anne Rhodes
VP - General Counsel
Tim White
VP - Human Resources
Brittney Cullen
VP - Product Management
Danny Lohrfink
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We do our best to report on every notable VC transaction. All VC database entries on this site come from a variety of public sources. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
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