Rafael Loureiro, wealth.com

Rafael Loureiro

CEO and co-founder

Rafael Loureiro is the co-founder and CEO of Wealth.com, a next-gen estate planning platform for financial advisors.

Before founding Wealth.com, he was CTO at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions.

Technology

Surfing the 'second wave' of estate planning technology

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

By Rafael Loureiro

January 23