Wealth.com, the estate planning platform, has hired Dan Bolton to serve as its head of marketing. Bolton led corporate marketing for Nitrogen, a client engagement software platform, since mid-2022, after joining the firm in 2017.
Wealth.com also said Thursday that it is hosting a tour to introduce advisory firms and financial planning teams to its estate planning solutions — with stops planned for San Francisco next month and later for Chicago, Austin, Texas, and New York — and will stage its first partner conference in early 2026 in Scottsdale, Arizona.
“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,” said Wealth.com CEO and co-founder Rafael Lourerio, who also is a 2024 Luminaries award winner.
The news comes four months after Wealth.com secured $30 million in funding led by GV, the venture capital arm of Alphabet formerly known as Google Ventures, and other investors like Citi Ventures and Outpost Ventures, an investment platform of Neuberger Berman.
“Joining Wealth.com means contributing to an inspiring mission of empowering advisors to guide their clients in making meaningful legacy decisions,” according to Bolton.
“As more families and individuals rethink their approach to estate planning, Wealth.com is meeting this growing need with best-in-class solutions,” he added.
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