About the Guest – Rafael Loureiro
With over 20 years of technical leadership experience, including start-up, growth-stage, and Fortune 500 companies, Rafael is now the co-founder and CEO of wealth.com. A tech-led end-to-end estate planning platform built specifically for financial advisors to help them get their clients set up with high-quality estate planning documents. Before founding Wealth.com, Rafael was CTO at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions.
Episode Summary
We have a remarkable chat with a transformative figure in the personal finance industry on the show today for Episode 13 of Shashank Redemption. Rafael Loureiro, the enterprising CEO and co-founder of Wealth.com takes us on an exciting journey from Brazil to the US, through the tech world, and right up to the conception of his groundbreaking venture. His path from being a software engineer to becoming a consultant, and eventually CTO for the successful company Emailage, now acquired by Lexus Nexus, is an adventure you wouldn’t want to miss. The birth of Wealthcom, his fourth startup, was sparked by a simple coffee-time conversation about estate planning with his former Emailage colleagues.
Wealth.com is creating ripples in the financial sphere by providing a platform for individuals to aggregate all their assets, including sentimental items, in one spot. Imagine connecting your Coinbase wallet, using Zillow to price your real estate, and having a precise track of your net worth all in one place! Besides, Wealth.com’s experienced legal team crafts living trust documents for estate planning, giving individuals the power to make informed decisions about their financial future.
Rafael also talks about the hurdles he faced while launching a new product in a new space, raising capital, and the importance of finding a partner who brings more to the table than just money. His insightful advice to budding entrepreneurs, including his strategy for acquiring knowledge for the product and poaching individuals from Goldman Sachs for the financial aspect, is born out of his rich experience. Join our conversation with Rafael Lourino as we navigate through the future of personal finance and estate planning.