Position
Head of Marketing
Company
Wealth.com
Description
Wealth.com appoints Dan Bolton as the Head of Marketing, bringing extensive fintech marketing expertise to the company’s leadership team. This appointment aims to spearhead the firm’s marketing initiatives and brand evolution as the company enters its next phase of growth.
Quick answer
Wealth.com Appoints Dan Bolton as Head of Marketing (January 23, 2025). Wealth.com is based in Tempe, Arizona, United States.
- Who is the new Head of Marketing at Wealth.com?
- Wealth.com named Dan Bolton Head of Marketing, announced January 23, 2025.
- What did Wealth.com announce on January 23, 2025?
- Wealth.com appoints Dan Bolton as the Head of Marketing, bringing extensive fintech marketing expertise to the company’s leadership team. This appointment aims to spearhead the firm’s marketing initiatives and brand evolution as the company enters its next phase of growth.
- What does Wealth.com do?
- wealth.com is the industry’s leading estate planning platform, empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients.
- Where is Wealth.com based?
- Wealth.com is based in Tempe, Arizona, United States.
- Which similar companies made leadership changes around the same time?
- Consilio (January 23, 2025), Property Finder (January 21, 2025), PropertyTek (January 15, 2025) and Robin AI (January 15, 2025) also announced leadership changes within 45 days of Wealth.com.
Source: Fundz verified event record.
Other recent leadership changes in Real Estate and Legal
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Consilio Appoints Todd Herndon as Chief Financial Officer (January 23, 2025)
- Property Finder Appoints Jamie O’Mahony as Group Chief Financial Officer (CFO) (January 21, 2025)
- PropertyTek Names Lynette Grinter as Executive VP of Marketing (January 15, 2025)
- Robin AI Hires Tramale Turner as Chief Technology Officer (January 15, 2025)
- LegalZoom Appoints Charles Thomas as Chief Accounting Officer (January 14, 2025)
- Zillow Group appoints Zuhairah Washington as Senior Vice President of Market Operations and Flex General Manager (January 13, 2025)
Who to call at Wealth.com, and when
A new leader at Wealth.com brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Wealth.com raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Wealth.com, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Wealth.com. With Fundz connected, it knows.
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Fundz sees it the moment Wealth.com changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Wealth.com changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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