Wealth.com appointed Dan Bolton to serve as its Head of Marketing, a move that the estate planning specialist said adds significant fintech marketing expertise to its leadership team.
Bolton comes to wealth.com after eight years with Nitrogen, where he played a “role in driving marketing strategy, strengthening the brand’s industry position and delivering impactful events,” Wealth.com said.
In his role at wealth.com, Bolton will “spearhead” the firm’s marketing initiatives and brand evolution as the company says it “enters its next phase of growth.”
Riskalyze rebranded itself as Nitrogen in 2023 as part of a move it said was designed to reflect its evolution into an advisory firm growth platform. Nitrogen is known for its Risk Number, a quantitative measurement of an investor’s risk tolerance and the risk of their portfolio.
“While marketing has always been a passion of mine, what drives me even more is the opportunity to make a difference for others,” according to Bolton.
“Joining Wealth.com means contributing to an inspiring mission of empowering advisors to guide their clients making meaningful legacy decisions,” Bolton said. “As more families and individuals rethink their approach to estate planning, wealth.com is meeting this growing need with best-in-class solutions. I’m thrilled to be part of this journey and the best is yet to come.”
Bolton added: “Wealth.com’s achievements in 2024 have set an extraordinary foundation for what’s to come. With strong partnerships, recent funding led by GV, and incredible momentum, 2025 is poised to be a defining year for the company. I’m thrilled to be part of this team as we build on that success, drive innovation, and continue empowering advisors and their clients to plan for the moments that matter most.”
Wealth.com said in September that it completed a $30 million Series A funding round led by venture capital firm and Alphabet subsidiary GV (formerly Google Ventures), designed to enhance its artificial intelligence (AI)-enhanced estate planning capabilities.
“Under Dan’s leadership, we are excited to bring fresh, innovative ideas to our marketing efforts, delivering unparalleled opportunities to engage firms and advanced planning teams across the country,” according to Rafael Lourerio, CEO and Co-Founder of wealth.com.
“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,” Lourerio said. “His leadership will help us craft extraordinary experiences that resonate with our clients, partners, and the broader wealth management community.”
Upcoming Events
Bolton’s appointment comes as Wealth.com plans to launch an invite-only nationwide tour to connect with wealth management firms and demonstrate their estate planning solutions.
The first stop on that tour will be in San Francisco on Feb. 27 at the GV (formerly Google Ventures) office, where the company said it will provide hands-on training for Wealth.com partners in the Bay Area and demonstrate its latest product advancements. Additional tour stops are planned for Austin, Texas; Chicago; and New York City.
Wealth.com also announced plans for its first partner conference in early 2026 in Scottsdale, Arizona.
Referring to the conference as its “flagship” event, wealth.com said it will “bring together financial advisors, technology innovators, and industry leaders for an unforgettable experience,” and that “attendees will gain insights into emerging trends in estate planning, collaborate with peers, and access exclusive product advancements.”
As estate planning takes “center stage, this conference will fill a long-overdue gap in the industry,” according to the firm.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
