Business wire
Bolton brings deep wealthtech marketing expertise to wealth.com and will play a key role in enhancing its mission to transform estate planning and empower financial advisors
Wealth.com Adds Dan Bolton as Head of Marketing, Strengthening Industry Leadership
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Wealth.com, the leading end-to-end estate planning platform, today announced the appointment of Dan Bolton as Head of Marketing, adding extensive fintech marketing expertise to the company’s leadership team. Bolton was previously with Nitrogen, where he played a pivotal role in driving marketing strategy, strengthening the brand’s industry position, and delivering impactful events. In his role at wealth.com, Bolton will spearhead the firm’s marketing initiatives and brand evolution as the company enters its next phase of growth.
“Wealth.com is building something truly remarkable,” said Bolton. “While marketing has always been a passion of mine, what drives me even more is the opportunity to make a difference for others. Joining wealth.com means contributing to an inspiring mission of empowering advisors to guide their clients in making meaningful legacy decisions. As more families and individuals rethink their approach to estate planning, wealth.com is meeting this growing need with best-in-class solutions. I’m thrilled to be part of this journey and the best is yet to come.”
Nationwide Tour to Kick Off 2025
This year, wealth.com is launching an exclusive, invite-only nationwide tour to connect with leading wealth management firms and showcase their innovative estate planning solutions. The first stop in San Francisco on February 27th at the GV (formerly Google Ventures) office will provide hands-on training for wealth.com’s partners in the Bay Area. The event will also showcase wealth.com’s last product advancements. Additional tour stops are scheduled for Chicago, Austin, and New York City.
“Under Dan’s leadership, we are excited to bring fresh, innovative ideas to our marketing efforts, delivering unparalleled opportunities to engage firms and advanced planning teams across the country,” said Rafael Lourerio, chief executive officer and co-founder of wealth.com. “Dan’s proven track record in driving creative campaigns and building brand momentum will be instrumental as we continue to grow and transform the estate planning landscape. His leadership will help us craft extraordinary experiences that resonate with our clients, partners, and the broader wealth management community.”
Wealth.com Announces First-Ever Partner Conference in 2026
Looking ahead, wealth.com is excited to announce its inaugural partner conference, debuting in early 2026 in Scottsdale, AZ. This flagship event will bring together financial advisors, technology innovators, and industry leaders for an unforgettable experience. Attendees will gain insights into emerging trends in estate planning, collaborate with peers, and access exclusive product advancements. With estate planning taking center stage, this conference will fill a long-overdue gap in the industry.
Bolton adds, “Wealth.com’s achievements in 2024 have set an extraordinary foundation for what’s to come. With strong partnerships, recent funding led by GV, and incredible momentum, 2025 is poised to be a defining year for the company. I’m thrilled to be part of this team as we build on that success, drive innovation, and continue empowering advisors and their clients to plan for the moments that matter most.”
To learn more about wealth.com’s advanced, end-to-end estate planning platform, please visit www.wealth.com.
About wealth.com
Wealth.com is the industry’s leading estate planning platform, empowering 700+ 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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