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AVTV: Wealth.com

AVTV features Wealth.com, a platform reimagining estate planning for advisors and clients

Couple financial planning with advisor smiling
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Alumni Ventures

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AVTV spotlights Alumni Ventures’ portfolio companies sharing their stories and asks with our community. This episode features Wealth.com, a platform for financial advisors to provide estate planning to their customers.

Today, we hear from Rafael Loureiro, CEO of Wealth.com. Wealth.com is a platform that offers a combination of top-notch technology and human expertise to financial advisors. Wealth.com endeavors to simplify estate planning through technology and offer a solution that grows and evolves with the user. In the video, Rafael explains how Wealth.com functions, the inspiration behind the company, and their request to the AV community.

See video policy below.

Estimated View Time: ~3 Minutes

Company Ask: Ask Your Financial Advisor about Wealth.com

We invite all individuals and companies within the Alumni Ventures community to ask their financial advisors about using Wealth.com. See what we can do for you.

Wealth.com 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. They strive to help people protect and manage their affairs through robust intelligence and insights.

AV Funds invested in Wealth: Triphammer Fund, Total Access Fund

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Contact [email protected] for additional information. To see additional risk factors and investment considerations, visit av-funds.com/disclosures.

These videos feature members of portfolio companies in which certain Alumni Ventures Funds have invested and may contain factual or forward-looking statements of such members. Neither AV nor any of its affiliated companies represents, warrants, or guarantees the accuracy or the completeness of the information. You agree not to rely on the information contained herein for any investment, business, or financial purpose.

Written by

Alumni Ventures

Alumni Ventures is a network-powered VC firm that helps accredited individuals invest in venture capital.

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Video Policy: By consuming this content I acknowledge that I may be considering an investment with AV funds for my own or my client’s account. I agree that information contained herein may not be relied upon or used for any other purpose. Offers to purchase securities are only made through formal offering documents, which describe risks (which are significant), terms, and other important information that must be considered before an investment decision is made. To see Important Disclosure Information, visit: https://av-funds.com/disclosures.

Testimonial/Endorsement Policy: Testimonials/Endorsements were provided by the participants without compensation, but each participant has a relationship with Alumni Ventures (AV) from which they benefit. All views expressed are the individual’s own and do not represent the experience of all AV fund investors or companies in which AV funds invest. Please note that testimonials are no guarantee of future performance or success. Any provider of an endorsement that is affiliated with a portfolio company Alumni Ventures has received investment funding from AV, and may in the future seek and/or receive additional funding from AV. This circumstance constitutes a conflict of interest. Providers of testimonials or endorsements were not chosen at random or according to any objective basis, but rather on the basis of their relationship with AV.

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