Wealth
Founded 2021 · 234 employees on LinkedIn · 5 known investors
Find your way into Wealth
563 people in our graph share verified history with the Wealth team — schools, employers, funds. One of them is your warm intro.
Deep Nisharunlockedknows Rafael Loureiro · together at Stanford University (overlapped)
×10knows the team · via Stanford University
knows the team · via Wealth
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.
Founders & leadership
Wealth was founded in 2021 by Rei Carvalho and Rafael Loureiro.
RC
Rei CarvalhoinCo-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.
RL
Rafael LoureiroinCo-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 · 5
PruVen Capital PartnersLos Altos · $100K – $10M
Titanium VenturesSydney Nsw · $5M – $10M
Bertelsmann India InvestmentsreportedNoida · $5M – $15M
Also in the syndicate · 2
Alpha WaveShepherd's Hill group
Funding
SEC filings, press & company announcements- Undisclosed amountSeries BApr 2026Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
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 PruVen Capital Partners, Titanium Ventures, Bertelsmann India Investments.