As CEO and co-founder of Wealth.com, Rafael Loureiro has helped transform estate and tax planning from a fragmented, specialist-driven service into a scalable capability for financial advisors. Under his leadership, Wealth.com has evolved into the leading estate and tax planning platform for financial advisors, serving firms that collectively represent more than $15 trillion in client assets. Over the past year, Rafael led the company's expansion beyond estate planning through the launch of Wealth.com Tax Planning and the continued advancement of Ester Intelligence, its AI-powered planning platform. These innovations help advisors analyze complex estate and tax information, identify planning opportunities and deliver more comprehensive advice through a unified workflow.