Wealz transfer simplified

Wealz is a bespoke platform designed to support families in managing inheritance and wealth transfer, providing peace of mind and financial security for generations to come

Check all our features

Wealz for businesses

Discover our plans and bring the best experience to your costumers

Basic

 

Limited set of features

Optimal for SME's

More info

Premium

 

Extended set of features

Ideal for medium sized companies or corporates

More info
Request a demo

Wealz for companies

Who is Wealz for?

For those seeking compassionate, seamless support when it matters most

Funerary homes

 

Offering your clients a meaningful and compassionate experience

More info

Insurance companies

 

Offer your clients thoughtful, additional services

More info

Employees

 

Support your employees through grief by making their process easier

More info

Others

 

Discover how Wealz can enhance the wellbeing of your business

More info

Compare our plans at a feature level

Feature Basic Premium
Documentation repository ✓ ✓
Market reports and scenarios ✓ ✓
Inheritance estimations and tax implications ✓ ✓
Real time outcome scenarios ✓
Care manager ✓

Plan calculator

Find your best solution with no hidden costs
Get a personalized plan

Basic information on data processing (Regulation (EU) 2016/679 and Organic Law 3/2018)

Data Controller: Ephyrd Ventures SL.

Purpose: To offer, provide and invoice our services and products.

Legal basis for processing: Consent of the data subject.

Recipients: Data will not be transferred to third parties, unless required by law or necessary to fulfill the purpose of the processing.

Rights: You may access, rectify, and erase you data, along with all the other rights listed in the privacy policy.

More information in our privacy policy.

* Required fields

Which portal would you like to access?

Select your portal to log in.

Portal Colaboradores Portal Familias