Office location:

51 W 3rd Street, Tempe, AZ 85281

Year founded:

2021

Number of employees:

100

Phone:

(866) 951 2280

Email:

info@wealth.com

Website:

wealth.com

LinkedIn:

linkedin.com/company/wearewealth

“Most of our innovations have come from our team’s personal experiences. Their industry experience drives our roadmap”

Mike Overdorf, The Sycamore Company

WEALTH.COM

Rafael Loureiro

Co-founder and CEO

Tim White

Co-founder and Chief Growth Officer

Danny Lohrfink

Co-founder and Chief Product Officer

Leadership

Rafael Loureiro is a technology entrepreneur and executive with a passion for product innovation. He has 20+ years of experience in technical leadership, including start-up, growth-stage, and Fortune 500 companies. Prior to founding Wealth.com, Loureiro served as the chief technology officer at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions in March 2020. He is a member of the Forbes Finance Council and an avid community leader in the Phoenix start-up community. Originally from France but raised in Brazil, Loureiro is a committed Phoenix Suns fan. Outside of work, he loves spending time with his family, playing pickleball and video games, reading, and hiking in the Arizona desert.

Co-founder and CEO

Rafael Loureiro

Tim White is a highly accomplished sales and business development fintech executive, with a strong track record of managing global partnerships and cultivating strategic relationships. Prior to co-founding Wealth.com, he served as chief partnership officer at Emailage, a global fraud prevention provider. Under White’s leadership, channel revenue was consistently the company’s fastest-growing revenue stream. As part of his responsibilities, he cultivated strategic relationships, including with LexisNexis Risk Solutions, a RELX company, which subsequently acquired Emailage in 2020. When White is not on planes traveling to events and meeting with partners, he spends time with his wife, son, and pup, hiking in the Sonoran Desert mountains near his home in Scottsdale. He is an avid runner and enjoys nothing more than movie nights at home with his family.

Co-founder and Chief Growth Officer

Tim White

Prior to Wealth.com, Danny Lohrfink served as business lead of SoFi’s wealth management division, SoFi Invest. Prior to that, he held several roles at Goldman Sachs Private Wealth Management. Most recently, he was a vice president on the PWM management team, where he was responsible for leading strategic projects and initiatives. Lohrfink was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG). He graduated cum laude from Georgetown University with a Bachelor of Science in Business Administration. When he’s not working, Lohrfink enjoys spending time with his family as well as hiking, skiing, and running. He holds a WSET Level 2 Award in Wines and is known to share his passion for winemaking with anyone who cares to listen.

Co-founder and Chief Product Officer

Danny Lohrfink

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Anne Rhodes

Chief Legal Officer

Prior to joining Wealth.com, Anne Rhodes was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco). She advised a range of clients, including individuals building first-generation wealth to ultra-high-net-worth families across generations. Rhodes’s practice focused on complex wealth transfer and tax planning strategies. She graduated from Columbia Law School. In her spare time, she enjoys exploring the Bay Area with her animal-loving toddler.

Chief Legal Officer

Anne Rhodes

Paula Bosenberg

Partner

Paula Bosenberg’s practice focuses on business and personal succession planning to ensure that assets are protected during a client’s lifetime and transferred to the next generation in a tax-efficient, orderly manner.

Partner

Paula Bosenberg

Wealth.com is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum.

“We only take on clients we know we can help. Our system is second to none, and that’s what sets us apart”

Mike Overdorf, The Sycamore Company

Caroline Deane

Partner

Zoe Xie

Head of Property Underwriting, Singapore

Brian Yang

Head of Claims, Singapore

Liane Brown

Partner

Caroline Deane’s practice focuses on assisting clients with wills, corporate trusts, and estate planning needs with an emphasis on taxation. She is also counsel to a number of non-profit organizations and charities assisting them with starting up to winding down and a multitude of issues experienced in between.

Partner

Caroline Deane

Zoe Xie is the head of property underwriting for Singapore and interim head of China at AXA XL, where she oversees underwriting strategy and drives business growth across Asia and the Middle East. Previously, she served as client and distribution leader for Asia, managing key accounts, distribution channels and fostering synergies with other AXA entities. Prior to joining AXA XL, Xie developed her expertise at WTW in London and Singapore, specialising in complex property and casualty broking, following earlier roles in sales and marketing. She holds a BSc in Mathematics and Statistics for Finance from Imperial College London and an Executive MBA from the National University of Singapore.

Head of Property Underwriting, Singapore

Zoe Xie

With over 16 years of specialised experience, Brian Yang is a seasoned claims professional who leads the South East Asia Claims Team across all lines of business. He has a proven track record in strategic claims management, risk assessment and dispute resolution. Yang is also responsible for driving technical excellence in energy, property and construction claims throughout Asia and the Middle East, ensuring the highest standards in handling large and complex claims while delivering optimal outcomes for clients and stakeholders. Passionate about fostering collaboration and operational efficiency, Yang is dedicated to developing industry best practices. Prior to joining AXA XL, he worked as a loss adjuster with leading global firms.

Head of Claims, Singapore

Brian Yang

Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.

Partner

Liane Brown

Partner

Liane Brown

Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.

Partner

Ben Irantalab

On a larger scale, HSH handles class action and mass tort lawsuits representing groups of people injured by dangerous products, medications, medical devices, and negligent organizations. The HSH team is known for providing caring and attentive service to clients, and is proud of the firm’s excellent reputation within the legal and medical communities.

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”

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A vendor who gets that change isn’t easy Overhauling a back-office application is always a difficult task, but this process is facilitated by Sycamore’s team of experts, who uniquely understand the challenges their clients face.   “Change is hard and there will be pain involved in switching out an application you’ve been using for 20 years. So, if a client is looking to make that change, it’s important that they work with a vendor that deeply understands their needs,” Overdorf says.  “Not only do we have a robust platform, we have also walked in our client’s shoes. We know the challenges they’ll face.” 

Fast turnaround: FTA quotes more than 65% of new business submissions within 48 hours, helping clients secure coverage quickly. Competitive rates: Whether your client’s risk is large or small, FTA offers premiums starting at just $400, making insurance affordable and accessible. Long-term stability: With a three-year long-term capacity agreement in place with eight highly respected Lloyd’s Syndicates, FTA guarantees long-term security and reliability. Award-winning expertise: As a five-time 5-Star award winner, FTA is recognised as an industry leader in risk solutions. Expert underwriting: FTA’s team of experienced underwriters provides tailored solutions to meet the unique needs of each client. Exceptional service: FTA is known for its commitment to clear communication, quick responses and a relentless focus on exceeding client expectations.

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Ben Irantalab

Partner

Ben Irantalab

Partner

Ben Irantalab

Partner

Liane Brown

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Construction

Management liability

Professional indemnity

Turnaround time – claims

BDM support

Broker communication, training and development

Overall service level

BDM support

Professional indemnity (standalone and combined with general liability for white-collar professionals) Information technology liability Management liability Design and construct liability Public and products liability Associations liability Cyber insurance Excess layers

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