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Adrian Noah

Private Wealth Management Specialist

Work history

  • Wealth.com

    Private Wealth Management SpecialistCurrent (over 3 years)

  • Indosuez Wealth Management

    Wealth AdvisorMay 2018 - Oct 2019 (over 1 year)

  • Finastra

    Wealth AnalystMay 2017 - May 2018 (about 1 year)
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Contact Information

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Email[email protected]
LocationIndia, Bengaluru, Karnataka

LinkedInlinkedin.com/in/adrian-noah-289296309

Organization

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Wealth.comfinancial services · 120 employees · Phoenix, United States

Description

Founded in 2021, wealth.com is the industry's leading estate planning platform, empowering 500+ 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. An industry employer of choice, wealth.com is rated among Fast Company's 2024 Best Workplaces for Innovators and ranked #24 on Fortune's list of the 100 Best Small Workplaces for 2024.

Company phone+16028384187

Company websitewealth.com

LocationPhoenix, Arizona, United States, 2425 E Camelback Rd

Industryfinancial services

Employees120

Founded at2021

Annual revenue1M

Twittertwitter.com/wearewealth

LinkedInlinkedin.com/company/wearewealth

Technologies
AI
Amazon CloudWatch
Amazon SES
Android
DoubleClick
DoubleClick Conversion
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
Gmail
Google Apps
Google Dynamic Remarketing
Google Maps
Google Maps (Non Paid Users)
Google Tag Manager
Hotjar
Hubspot
Intercom
IoT
Lever
Linkedin Marketing Solutions
McAfee
Microsoft Office 365
Mobile Friendly
Phoenix
Python
Remote
Route 53
Salesforce
Sophos
StatusPage IO
Twitter Advertising
WP Engine
WordPress.org
YouTube

Employee trends

This chart shows the total number of employees over time.

24.5%
6 Month Growth
48.8%
1 Year Growth
96.8%
2 Year Growth
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