Our story began when Chairman and serial entrepreneur Rei Carvalho experienced his own frustration with estate planning. In March 2020, Rei sold Emailage, a leading fraud prevention platform, to LexisNexis, and was working through his estate plan.

He was looking for a solution that would help him comprehensively visualize his finances and estate plan together. He wanted more than a transactional, one-time solution; he needed something that would evolve with his life circumstances and optimize his estate plan over time. There was nothing in the market that met his needs, and his next entrepreneurial endeavor began.

His first step was to build a team who shared his vision, starting with Rafael Loureiro, Wealth’s current CEO and former CTO at Emailage. Together, they formed the founding team of seasoned experts across trust and estate law, financial management, data science and security to build a comprehensive and intuitive solution that redefined estate planning in a modern way.

Wealth was founded to break down barriers to estate planning, creating a dynamic ecosystem that grows with members and removes the complexity and confusion from antiquated options that existed prior to Wealth. We strive to help people protect and manage their affairs through robust intelligence and insights. We remain committed to our mission, constantly finding new ways to innovate and create value for our members.