Rafael Loureiro, CEO of Wealth: $16 Million Raised to Build the Future of Estate Planning

In today's episode of Category Visionaries, we speak with Rafael Loureiro, CEO of Wealth, a digital estate planning platform that’s raised over $16 Million in funding, about why a modern approach to managing important assets needs to bridge the generational divide, and provide a more accessible way to approach critical decisions. With a comprehensive approach to calculating assets, combining various revenue streams and stores of value, and a proactive approach to updating and managing them, Wealth is finally bringing the digital revolution to an industry that’s barely changed in 200 years.

We also spoke about Rafael’s journey from Brazil to the US and what he hopes to give back one day, why he just can’t walk away from the startup sector, providing new opportunities for estate lawyers, and exactly how he managed to land the coveted ‘wealth.com’ domain.

Topics Discussed:

• A lifelong dream of relocating to the US, and how Rafael feels about having achieved it
• Why, no matter how many companies he starts and builds to success, Rafael just can’t step away from the startup space
• How the pandemic helped Rafael and his team identify a niche in the estate planning market for a digital-native approach
• The four driving factors that make today Wealth’s moment to really disrupt the industry
• How so many people came to misunderstand the estate management space, and why it’s so much more than just drafting a will
• Why doing something truly innovative will always attract critics, but why Rafael believes that on the road to innovation, there’s really no way back

 

Favorite book: 

Dream Big - Cristiane Correa