Dan Bolton will join Wealth.com as its new head of marketing and depart Nitrogen after more than eight years with the firm.
In that position, Bolton will help bolster the estate planning platform’s marketing strategies and brand evolution. In a statement about the deal, Bolton said he’d be contributing to a mission of “empowering advisors to guide their clients in making meaningful legacy decisions.”
“Wealth.com is building something truly remarkable,” he said in the statement. “As more families and individuals rethink their approach to estate planning, Wealth.com is meeting this growing need with best-in-class solutions.”
Bolton joined Nitrogen (formerly known as Riskalyze) in 2017 after a three-year stint as director of special projects at Liberty University. According to his LinkedIn profile, he spent nearly three years as Nitrogen/Riskalyze’s director of conferences and events, including creating and leading the firm’s flagship event, the Fearless Investing Summit.
He later became a managing director of customer marketing and a vice president for brand experience before his final role at Nitrogen as a vice president of corporate marketing.
As part of the firm’s new marketing approach, wealth.com is launching an invite-only tour nationwide to connect with leading wealth management firms. The first stop is at the GV (formerly Google Ventures) office in San Francisco (other stops are planned for Chicago, Austin and New York City). The firm’s also setting up its first-ever partner conference, scheduled for early 2026 in Scottsdale, Ariz.
Wealth.com works with about 700 wealth management firms to provide estate planning guidance for clients, using a platform built specifically for financial institutions.
Last September, the firm completed a $30 million Series A funding round led by GV. The round also included Citi Ventures, Outpost Ventures (an investment platform for Neuberger Berman), 53 Stations (supported by The Pritzker Organization) and Firebolt Ventures. The firm's funding will enhance its tech and integration capabilities.
In 2023, the firm debuted Ester, an artificial intelligence-powered legal assistant for customers. Using Ester, advisors can upload existing estate planning documents and get a summary back in seconds, helping clients and advisors understand the plans and speeding up the process.
Last year, the firm launched its new ‘Family Office Suite,’ tailored to meet the needs of firms servicing high- and ultra-high-net-worth clients. The suite combines many of Wealth.com’s services into a “connective tissue” for family office advisors, according to co-founder and Chief Product Officer Danny Lohrfink.
