Our mission is to modernize personal finance, making it dynamic and accessible for all. We empower you to manage your estate digitally with modern tools to take control of your assets and legal expertise to help secure your family’s financial future.
Location: United States, Arizona, Phoenix
Member count: 11-50
Total raised: $16M
Founded date: 2021
Investors 1
| Date | Name | Website |
| 22.09.2022 | Stormbreak... | stormbreak... |
Funding Rounds 1
| Date | Series | Amount | Investors | Deal News |
| 23.03.2022 | Seed | $16M | - | finsmes.co... |
Mentions in press and media 8
| Date | Title | Description | Category | Author | Source |
| 13.01.2023 | 13 Essenti... | Currently, Millennials range i... | - | - | forbes.com... |
| 23.11.2022 | Короткая и... | В мае 2020 года мы запустили м... | - | - | vc.ru/trib... |
| 18.10.2022 | 15 Smart S... | In an increasingly unpredictab... | - | - | forbes.com... |
| 08.09.2022 | Wealth.com... | Wealth.com + Bennie Partnershi... | - | - | prweb.com/... |
| 09.08.2022 | Wealth.com... | Wealth.com CEO Rafael Loureiro... | - | - | prweb.com/... |
| 23.03.2022 | Wealth Rai... | Wealth, a Tempe, AZ-based comp... | USA | - | finsmes.co... |
| 22.03.2022 | Wealth poi... | Estate planning startup Wealth... | anthos cap... | Christine ... | techcrunch... |
| 10.06.2009 | Are You Ri... | Considering the economic crisi... | theinterne... | - | techcrunch... |