Tempe, Arizona, United States, January 2025 – Matthew Guimbarda has been named the Chief Financial Officer at Wealth.com, the industry’s leading estate planning platform. In this role, Matthew will oversee the financial strategy and operations of Wealth.com as it continues to revolutionize the delivery of estate planning solutions for financial institutions.
Matthew brings over two decades of financial leadership experience to his new role. Before joining Wealth.com, he served as Chief Financial Officer at Traxero for nearly four years, leading financial strategies and business transformations in the technology sector.
Prior to Traxero, Matthew was Chief Financial Officer at Emailage, where he played a pivotal role in enhancing the company’s financial performance and navigating growth opportunities. He also held the CFO position at JOANY, where he supported strategic initiatives to drive operational efficiency.
Matthew’s earlier career includes significant leadership roles at Scopely, where he advanced from Senior Vice President of Finance to Chief Financial Officer, and RealD, where he was Vice President of Financial Planning & Analysis, driving financial insights and planning for growth. His tenure at Piper Jaffray Companies and Jefferies & Company further solidified his expertise in financial strategy and capital markets.
Matthew began his career in finance at Bank of America, where he gained foundational experience as a Loan Analyst and Financial Analyst, building a strong base in financial operations and analysis.
About Wealth.com
Founded in 2021, Wealth.com is the leading tech-driven estate planning platform, empowering over 500 wealth management firms to deliver modernized estate planning guidance to their clients. Recognized as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey, Wealth.com continues to set the standard for innovation and excellence in financial services technology.
In 2024, the company earned accolades including ‘Best Technology Provider’ in the Trust category by WealthManagement.com and placement among Fast Company’s Best Workplaces for Innovators. With its cutting-edge solutions and commitment to industry leadership, Wealth.com is redefining estate planning for financial institutions worldwide.
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