Fundz

Wealth.com Appoints Dan Bolton as Head of Marketing

PRIVATEJan 23, 2025

Position

Head of Marketing

Company

Wealth.com

Dan Bolton
dan.bolton@wealth.com
TempeSoftwareReal EstateLegal

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.

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.

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Company Information

Company

Wealth.com

Location

Tempe, Arizona, United States

About

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. 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. Financial advisors ranked wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.