Wealth.com
A Senior Data Analyst at Wealth.com partners with the product team to define success metrics and drive data-informed decision-making through AI and traditional dashboards. The role involves analyzing product usage and revenue data, implementing best practices for AI reporting, and providing actionable insights to senior leadership. This position requires translating complex quantitative analyses into digestible recommendations to guide product development and business strategy.
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.
16% below the average for this role