We only take on 4 clients per month. Join our June cohort. 1 spot left.
Welcome to another episode of Category Visionaries, the show that explores the future of tech with innovative B2B founders. In today’s episode, we’re speaking with Rafael Loureiro, CEO and Co-Founder of Wealth.com, a digital estate planning platform that has raised $16 million in funding.
Key topics discussed in this episode:
Identify sectors, like estate planning, that are stuck in the past and have yet to fully embrace digital transformation. These areas often present significant opportunities for innovation and growth.
Draw from the pain points and frustrations encountered by your team members or customers to inspire new solutions that address real-world needs.
Identify customer segments, such as the "mass affluent," that are not well-served by existing solutions and tailor your product and go-to-market strategy to meet their specific needs.
In industries like estate planning, differentiate your solution by providing real-time updates, intelligent recommendations, and seamless integrations with users' financial lives.
Navigate the challenges of building a startup in the post-COVID era by leveraging the benefits of remote work (e.g., global talent pool) while actively investing in strategies to create culture, facilitate collaboration, and avoid zoom fatigue.