Wealth was founded by Rei Carvalho, Rafael Loureiro in 2021.

Who are Wealth's investors?

Wealth's investors include 53 Stations, Alumni Ventures, GV (Google Ventures), PruVen Capital Partners, Titanium Ventures, Bertelsmann India Investments, Citi Ventures.

Wealth

Founded 2021 · 234 employees on LinkedIn · 9 known investors

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Wealth.com provides financial advisors with a technology platform that integrates estate planning, tax analysis, and AI-powered insights to help families manage their financial legacies and estate plans. The platform serves financial institutions and their advisors seeking to deliver scalable, proactive planning advice to clients.

AI & Machine Learning Enterprise Software Fintech LegalTech SaaS

Founders & leadership

Wealth was founded in 2021 by Rei Carvalho and Rafael Loureiro.

Rei Carvalho Co-Founder & Executive ChairmanRei Carvalho is a computer scientist who previously founded Emailage, a fraud prevention platform acquired by RELX/Lexis in 2020. He co-founded Wealth in 2020 and is also an investor through Bela Juju Ventures.

Rafael Loureiro Co-FounderRafael Loureiro is a technology executive with over two decades of experience in startups and larger organizations. He previously served as Chief Technology Officer at Emailage, a fraud prevention software company acquired by RELX in 2020, before co-founding and leading Wealth, which develops an AI-powered estate planning and tax analysis platform for financial advisors.

Investors · 9

53 Stationslisted by 53 StationsChicago

How we know: 53 Stations's portfolio page · Not right? Tell us

Alumni Ventureslisted by Alumni VenturesManchester · $100K – $10M

How we know: av.vc · Not right? Tell us

GV (Google Ventures)listed by GV (Google Ventures)Mountain View · $250K – $50M

How we know: GV (Google Ventures)'s portfolio page · open dataset · 5k.vc investor directory · Not right? Tell us

PruVen Capital Partnerslisted by PruVen Capital PartnersLos Altos · $100K – $10M

Titanium Ventureslisted by Titanium VenturesSydney · $5M – $10M

How we know: Titanium Ventures's portfolio page · Not right? Tell us

Bertelsmann India InvestmentsreportedNoida · $500K – $20M

How we know: m.economictimes.com · Not right? Tell us

Citi VenturesreportedNew York

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

Also in the syndicate · 2

Alpha WaveShepherd's Hill group

Funding

SEC filings, press & company announcements

Undisclosed amountSeries BApr 2026
Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Managementwealth.com · Apr 2026

Frequently asked questions

What does Wealth do?: Wealth.com provides financial advisors with a technology platform that integrates estate planning, tax analysis, and AI-powered insights to help families manage their financial legacies and estate plans. The platform serves financial institutions and their advisors seeking to deliver scalable, proactive planning advice to clients.
Who founded Wealth?: Wealth was founded by Rei Carvalho, Rafael Loureiro in 2021.
Who are Wealth's investors?: Wealth's investors include 53 Stations, Alumni Ventures, GV (Google Ventures), PruVen Capital Partners, Titanium Ventures, Bertelsmann India Investments, Citi Ventures.