Wealth.com
Wealth.com is an estate and tax planning platform for wealth management firms, with 232 employees. The company has raised $111M in funding, including a Series B round in April 2026.
The growth story
Wealth.com grew from 25 to 232 employees between 2021 and 2026, raising $111M along the way, most recently a Series B in April 2026.
About
Wealth.com provides a software platform that helps wealth management firms create estate and tax plans for their clients. The platform uses AI and integrates legal and tax expertise to support both basic estate planning and advanced tax analysis.
The company has grown to 232 employees since its 2021 founding. Its $111M in total funding includes backing from major financial institutions like Charles Schwab and Citi Ventures.
Founders and leadership
Engineering is Wealth.com's largest function, with 28 employees. The company is led by a team that includes executives with backgrounds in financial services and technology.
The Wealth.com org chart
Rafael Loureiro (Chief Executive Officer) leads 59 mapped leaders with 7 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Sales 38 (+27% YoY), Engineering 37 (+28% YoY), Business Development 19 (+19% YoY), Finance 19 (+27% YoY), Customer Success and Support 14 (+40% YoY), Operations 11 (+83% YoY).
Talent flow
Wealth.com hires heavily from financial and risk management firms, with Emailage and Nitrogen being top sources. Alumni frequently move to major financial institutions like Amazon, Bankrate, and JPMorgan Chase.
Most common previous employers of Wealth.com staff: Emailage (11), Nitrogen (6), Amazon (4), LexisNexis Risk Solutions (4), Charles Schwab (3), Wells Fargo (3). Former Wealth.com employees most often moved to Amazon (3), Bankrate (3), JPMorganChase (2), Auger (2), Thomson Reuters Ventures (1), SyntheticFi (1).
Alumni worth knowing
The Wealth.com mafia
Wealth.com alumni have founded three companies, including MiChamba, which has grown to 13 employees.
3Ricardo Flores, was Product Owner until 2023Mark Kats, was VP of Marketing until 2022Paulo Coelho Filho, was Software Engineer until 2022Hiring now
Web traffic
Traffic mix: 77% direct, 7% search, 1% social, 7% paid.
What this company is made of
Most common skills at Wealth.com: Leadership (59), Communication (54), Microsoft Office (52), Customer Service (49), Microsoft Excel (41), Public Speaking (41), Management (38), Sales (36).
Where the team actually sits
Wealth.com people are concentrated in California, United States (12), New York, United States (11), Arizona, United States (9), New York City Metropolitan Area (7).
Search footprint
Wealth.com attracts about 4,215 organic search visits a month, traffic worth roughly $47K a month if bought through ads. It gained 870 ranking keywords and lost 475 in the last period.
What employees say
- Compensation
- 4.50 / 5
- Career opportunities
- 5.00 / 5
- Senior management
- 5.00 / 5
- Work-life balance
- 4.00 / 5
Frequently asked
Wealth.com has 232 employees as of September 2026.
Wealth.com has raised $111M in total, most recently a Series B round in April 2026.
Wealth.com was founded in 2021 by Tim White, Danny Lohrfink, Rei Carvalho.
Rafael Loureiro (Chief Executive Officer) sits at the top of Wealth.com's reporting structure, with 7 direct reports.
The most common previous employers of current Wealth.com staff are Emailage (11 people), Nitrogen (6 people), Amazon (4 people).
Former Wealth.com employees most often move to Amazon (3), Bankrate (3), JPMorganChase (2).
At least 3 companies have a founder who previously worked at Wealth.com, including MiChamba, Staging Scottsdale, OmniaLex..
Wealth.com attracts about 4,215 organic search visits a month, worth roughly $47K a month in equivalent ad spend.
The most common skills among Wealth.com staff are Leadership, Communication, Microsoft Office, Customer Service, Microsoft Excel.
Wealth.com staff are concentrated in California, United States (12), New York, United States (11), Arizona, United States (9).
Wealth.com has about 38 people in Sales, up 27% over the past year, as of September 2026.
Wealth.com has about 37 people in Engineering, up 28% over the past year, as of September 2026.
Computed from 133 current and 54 former Wealth.com profiles, as of September 2026. Source: Crustdata.
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