What departments does Wealth.com have?

Wealth.com has employees across 15 departments including Product Management, Marketing, Finance, Engineering, Operations.

What is the largest department at Wealth.com?

The largest department at Wealth.com is Operations with 7 employees.

Where are Wealth.com employees located globally?

Wealth.com has employees across 6 continents and 12 countries including Nigeria, South Africa, India, Sri Lanka, Pakistan.

How has Wealth.com's team size changed over time?

Wealth.com's team has grown from approximately 67 to 126 employees based on available data.

Wealth.com Employee Directory

Financial ServicesArizona, United States201-500 Employees

Wealth.com is a financial services company based in Tempe, Arizona, specializing in the estate and tax planning segment of wealth management. It offers a purpose-built, tech-led end-to-end platform designed for financial institutions to scale estate and tax planning with efficiency and consistency. The platform serves thousands of wealth management firms and supports a full spectrum of client needs—from foundational estate plans to advanced analysis and reporting—along with a product called Wealth.com Tax Planning. Wealth.com has earned industry recognition for innovation and leadership, including 2025 awards for Top Estate Planning Technology and Top Estate Planning Implementation, and it held a top market-share position in estate planning per the 2025 Kitces AdvisorTech Study, with additional recognition in 2024. In 2026, the company expanded partnerships and integrations, such as embedding its Ester AI within Dynasty Financial Partners’ desktop, and it was noted as a Summiteer in its 2026 program. The company employs between 201 and 500 people and lists its address as 51 West 3rd Street #110, Tempe, AZ 85281.

Wealth.com Global Highlights

North America
128

United States Of America
126
Canada
2

Asia
10

India
6
Pakistan
2
Sri Lanka
1
Turkey
1

Europe
7

Ireland
6
Spain
1

Africa
6

Nigeria
5
South Africa
1

Oceania
1

Australia
1

Wealth.com's Leadership

R. L.
Chief Executive Officer
Mobile Phone
Email
D. B.
Chief Marketing Officer
Mobile Phone
Email
M. G.
Chief Financial Officer
Mobile Phone
Email
K. P.
Chief Technology Officer
Mobile Phone
Email
B. C.
Vp Of Hr
Mobile Phone
Email
D. T.
Vice President Of Product Strategy
Mobile Phone
Email
J. B.
Vp Of Security
Mobile Phone
Email
B. I.
Vice President Of Engineering
Mobile Phone
Email

Wealth.com Employee Metrics

100%

50%

0%

2026

2025

Engineering
Sales
Product Management
Marketing
Customer Success
Other
Operations
Banking
Entrepreneurship
Legal
Arts & Design
Quality Assurance

Contact profiles from Wealth.com

Name

Title

Contact Info

Location

Last Update

D. L.
Co-Founder & Chief Product Officer
Mobile Phone
Email
United StatesNew Jersey
May 29, 2026
T. W.
Co-Founder & Chief Growth Officer
Mobile Phone
Email
United StatesArizona
May 05, 2026
R. L.
Chief Executive Officer
Mobile Phone
Email
United StatesArizona
Feb 26, 2024
D. B.
Chief Marketing Officer
Mobile Phone
Email
Jun 11, 2026
M. G.
Chief Financial Officer
Mobile Phone
Email
United StatesUtah
Mar 06, 2026
K. P.
Chief Technology Officer
Mobile Phone
Email
United StatesArizona
Oct 29, 2025
J. H.
Svp Revenue Operations & Strategy
Mobile Phone
Email
May 23, 2026
A. W. C.
Svp Md, Strategic Accounts And Business Strategy
Mobile Phone
Email
United StatesNew York
May 01, 2026
B. C.
Vp Of Hr
Mobile Phone
Email
United StatesArizona
Oct 15, 2025
D. T.
Vice President Of Product Strategy
Mobile Phone
Email
United StatesMaryland
May 29, 2026

Frequently Asked Questions

What is Wealth.com known for?

Wealth.com was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 51 West 3rd Street #110 Tempe, Arizona 85281 United States. Explore Wealth.com's company overview page for more information.

What is Wealth.com's most common email format?

Wealth.com employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth.com email formats with LeadIQ.

How many employees does Wealth.com have currently?

Wealth.com has approximately 225 employees as of June 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Wealth.com's key employees and leadership?

As of June 2026, Wealth.com's key employees include:

Chief Executive Officer: R. L.
Chief Marketing Officer: D. B.
Chief Financial Officer: M. G.
Chief Technology Officer: K. P.
Vp Of Hr: B. C.

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Wealth.com Employee Directory

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