WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Louriero, Wealth.com
1 seconds Posted Apr 10, 2025 at 4:43 pm.
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Rafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures. Their discussion reveals how outdated processes in AI-powered estate planning technology for financial advisors created an opportunity for technology-driven innovation in an […]