Wealth, a Tempe, AZ-based comprehensive digital estate planning platform, raised $16m in seed funding.
The round was led by Anthos Capital, and followed by Bela Juju Ventures.
Co-founded by Rei Carvalho, the former Emailage founder and CEO (acquired by LexisNexis®), and Rafael Loureiro, CEO, Wealth is an estate planning solution that features an asset aggregation platform, workflows, and thought leadership content. The platform empowers members to create, manage, and visualize their estate plans through an integrated ecosystem of proprietary legal documents, third party APIs, and a bank-level-encrypted digital vault.
The company aims to make estate planning more widely available to the American workforce by initially offering its platform to HR teams and organizations looking to provide a meaningful financial wellness benefit to their employees and members.
FinSMEs
23/03/2022