Danny Lohrfink

Member Since 2022

Danny Lohrfink

Chief Product Officer & Co-Founder

Wealth

New York City Area

Danny Lohrfink is the Co-Founder and Chief Product Officer of Wealth, a leading digital estate planning company based in Tempe, Arizona. As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution. Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG). Danny graduated cum laude from Georgetown University with a Bachelor of Science in Business Administration. When he’s not working, Danny enjoys spending time with his family as well as hiking, skiing, and running. Danny holds a WSET Level 2 Award in Wines and is known to share his passion for winemaking with anyone that will listen.


SKILLS

  • Product Management
  • Growth Strategy and Execution
  • Product Development

RECENT CONTENT

December 7th, 2022

13 factors companies should consider when creating a PTO package 

Is your team truly benefiting from the current paid-time-off policies in place?

September 9th, 2022

15 ways for bootstrapped startups to reward top performers

Even if you're self-funded, there are affordable ways to recognize and reward your team for a job well done.

August 29th, 2022

6 unique business funding options you may not have considered

Investors aren't the only path to getting the startup capital you need as a brand-new business.


COMPANY INFO

Wealth

Wealth is on a mission to modernize estate planning by empowering Americans to create high quality, state-specific estate planning documents such as Revocable Trusts, Wills, Advance Health Care Directives, and Financial Powers of Attorney, right from their home. With extensive experience in trust and estate law, personal financial management and data security, the Wealth team has built the most intuitive, secure and accessible estate planning solution on the market.


AREA OF FOCUS

  • Personal Finance
  • Legal
  • Estate Planning

INDUSTRY

Technology