When was Wealth founded?

Wealth was founded in 2021 and raised its 1st funding round 1 year after it was founded.

Where is Wealth located?

Wealth is headquartered in Tempe, United States.

Who is the current CEO of Wealth?

Rafael Loureiro of Wealth. They have also founded 1 company.

How many employees does Wealth have?

As of Apr 30, 2026, the latest employee count at Wealth is 218.

Is Wealth a funded company?

Wealth is a funded company, having raised a total of $111M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Mar 22, 2022.

When was the latest funding round of Wealth?

Wealth's latest funding was a $***** Series B round on Apr 16, 2026, with participation from 10 investors.

Where does Wealth rank among its competitors?

Wealth ranks 4th amongst 24 active competitors, of which 11 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Wealth, which secured $65M in Apr, 2026.

Who are the top competitors of Wealth?

Wealth's top competitors include Empathy, Trust and Will and Vanilla. Among them, Wealth secured the most recent funding round in April, 2026.

Wealth - 2026 Company Profile, Team, Funding & Competitors

Company Details

Online estate planning platform. It provides will planning and management solutions for individuals. The platform helps users to create, manage and visualize the will and estate plans. It generates insights on client life events. The platform allows users to visualize the estate planning process through flowcharts. Features include legal document optimization, document storage, and advisor portal.

Website: wealth.com
Social
Email ID: *****@wealth.com
Phone Number: +1 **********

Key Metrics

Founded Year

2021

Location

Tempe, United States

Stage

Series B

Total Funding

$111M in 4 rounds

Latest Funding Round

Series B, Apr 16, 2026, $*****

Investors

Google Ventures & 13 more

Ranked

4^th among 24 active competitors

Employee Count

218 as on Apr 30, 2026

Similar Companies

Empathy & 25 more

View Wealth's full profile

Wealth has raised a total funding of $111M over 4 rounds. Its first funding round was on Mar 22, 2022. Its latest funding round was a Series B round on Apr 16, 2026 for $*****. 10 investors participated in its latest round. Wealth has 14 institutional investors.

Here is the list of recent funding rounds of Wealth:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Apr 16, 2026	6096403	Series B	2000557	7649761	4878129	5096823
Apr 16, 2025	8071264	Series A	8436084	2762983	4180988	Charles Schwab
Sep 12, 2024	7089986	Series A	5717763	2812516	Google Ventures	Citi Ventures & 3 more

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View details of Wealth's funding rounds and investors

The founders of Wealth are Rafael Loureiro and Tim White. Rafael Loureiro is the CEO of Wealth.

Here are the details of Wealth's key team members:

Rafael Loureiro: Co-Founder & CEO of Wealth.
Contact Info: 1 email address
Tim White: Co-Founder of Wealth.
Contact Info: 1 email address

View details of Wealth's Founder profiles and Board Members

Wealth's employee count trend

Wealth has 218 employees as of Apr 26. Here is Wealth's employee count trend over the years:

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Top competitors of Wealth include Empathy, Trust and Will and Vanilla. Here is the list of Top 10 competitors of Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Empathy 2021, New York City (United States), Series C	Provider of support solutions for legacy planning, loss, and leave	$162M	Adams Street Partners, Index Ventures & 28 others	71/100
2nd	Trust and Will 2017, San Diego (United States), Series C	Cloud based platform offering legal will planning solutions	$75M	Link Ventures, Revolution & 25 others	69/100
3rd	Vanilla 2019, Los Angeles (United States), Series C	Providing solutions to investment advisors for estate planning	$84.3M	Insight Partners, Venrock & 12 others	65/100
4th	Wealth 2021, Tempe (United States), Series B	Online estate planning platform	$111M	Firebolt Ventures, Google Ventures & 12 others	65/100
5th	Tomorrow 2015, Seattle (United States), Acquired	Online will planning and life insurance comparison platform	$21.6M	Sinai Ventures, IDC Ventures & 16 others	57/100
6th	Cake 2013, Sudbury (United States), Seed	Online platform that provides end of life planning	$5.05M	Pillar VC, The Longevity Fund & 19 others	43/100
7th	EncorEstate Plans 2021, Seattle (United States), Unfunded	Estate planning software built for financial advisors	-	-	40/100
8th	Luminary 2022, New York City (United States), Series A	Developer of AI-powered software for trust and estate planning professionals	$9.5M	8VC, LeFrak & 3 others	37/100
9th	The Postage 2019, Houston (United States), Funding Raised	Cloud-based enterprise legacy planning solution provider	-	Ben Jen Holdings, Long View Tech Ventures	36/100
10th	Trustate 2020, New York City (United States), Seed	Cloud based estate planning software provider	$1.8M	Impression Ventures, GingerBread Capital & 1 others	35/100