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© All Rights Reserved. ApplyBlast.com
Wealth.com
A Business Development Representative at Wealth.com manages high-volume inbound and outbound leads to drive growth in the wealth management sector. The role involves collaborating with cross-functional teams to convert prospects, utilizing advanced CRM and prospecting tools, and maintaining daily sales activities. Candidates must balance target accountability with a client-first approach to building a comprehensive sales pipeline.
Wealth.com is an AI-powered estate and tax planning platform designed for financial advisors. It unifies estate and tax planning in a single environment, enabling users to generate documents, analyze client returns, and optimize client strategies with confidence. The platform focuses on automating workflows and delivering integrated planning tools to streamline advisory practice. By centralizing planning, document generation, and analytics, Wealth.com helps advisors deliver more efficient and strategic client outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wealth.com.
41% above the average for this role
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