Wellthi Technologies

Supercharge Your mobile app Into a Request a Demo growth engine for customer loyalty and revenue Trusted by top financial institutions to deepen customer lifetime value and drive measurable ROI Financial Services Deepen
Trusted by top Financial Institutes Request a Demo! customer relationships Trusted by top financial institutions to deepen customer engagement and drive measurable ROI Financial Services
AI-Powered Banking Products

Add a virtual financial health companion layer to your existing mobile banking app

Industry Partners

Wellthi partners with industry leaders to offer best-in-class mobile innovation

Why Choose Us

Proven results right driving growth & loyalty for clients

Personalized for you

Personalized financial content. Including posts, nudges, and bank-approved messaging, tailored to user behavior, goals, and peer interactions.

Smart Financial Reports

Provide AI-driven financial health reports across all linked accounts with actionable insights

Expert Connections

Connect with top influencers and financial experts to gain insights and grow smarter.

Track your Finances

Track your finances effortlessly—monitor spending, manage budgets, and stay in control of your money.

Accelerate your savings

Stay on track by creating, updating, and monitoring your savings goals.

Revenue Generating Opportunities

Configurable opportunities designed to adapt to your unique business model.

Gain Competitive Edge

Unlock Revenue with Wellthi

Virtual Financial Advisor

To provide offer a hyperpersonalized customer experience to every customer

Emotional loyalty

Customer communities showcase approved bank content & resources (e.g., calculators) tailored to key life events (e.g., starting a family, divorce) to improve acquisition & retention.

Individualized Financial Health Plans

Intelligent nudges encourage customers to act on tailored advice on products/services, AI-powered financial health insights

Successfull transfer

$69.95

Return on Investment

Turn data into AUM

Low Cost Deposits

Goal-based journeys motivate users to achieve their financial objectives through gamification and positive peer influence.

Drive Card Volume & Spend

Customer communities showcase approved bank content & resources (e.g., calculators) tailored to key life events (e.g., starting a family, divorce) to improve acquisition & retention.

In-App Subscription Fees

Generate non-interest income with Wellthi perks and special offers for consumers and small businesses

Social Finance Approach

Turns small teams into a force multiplier

Content Curation

Turn static, underperforming content into snackable social networking content while ensuring compliance and data privacy

Customer Relationship Management

Makes it easy to create, post, optimize and learn how to cross-sell the right problem at the right time

Unique Data Insights

Offer best-in-class martech that provides real-time data insights from customers and industry trends

Flexible Integration Options

Launch in weeks No core integration required

Launch in weeks — No core integration required

Standalone Mobile App
Ideal for institutions that need a new or complementary mobile app.
  • No integration required with bank core processors or cardholder interfaces
  • Technical implementation: 4 weeks
Complementary App + Single Sign-On
Perfect for small financial institutions
  • Light integration
  • Implementation:  8 weeks
Embedded Software Development Kit (SDK)
Ideal for large financial institutions
  • Full integration on-premise
  • Implementation:  24 weeks
Industry Recognitions

Trusted by innovation-forward institutions

Maggie Wall

Head of Diverse Growth Segments

Innovation-driven projects like this one with Wellthi are critical to our communities. Access to advice is really important, and making sure that everyone has the ability to be able to jump in and learn more. I am so proud of the partnership with Wellthi, an app that will help individuals take charge of their financial future!

Reneé Sattiewhite

President & CEO

The first time I saw the Wellthi App demo, I knew this was an absolute game-changer for the credit union movement.

Wole Coaxum

 MoCaFi CEO & Founder

Our partnership with Wellthi Technologies aligns perfectly with MoCaFi’s mission to help excluded communities create wealth through better access to public, private, and social capital. The ‘On Our Block’ initiative will bring our banking products and financial programming directly to the neighborhoods that need them most, supporting Black and brown communities in building personalized pathways.

Blanche Jackson

SSCFCU CEO

Everything we do is to better the community. That is why the partnership with Wellthi and Discover Card are so important as this will better the community we serve in Delaware greatly.

Bishop T.D Jakes

Chairman at T.D. JAKES

By partnering with Wellthi Technologies, we are committed to equipping individuals with the resources and knowledge they need to build a better financial future for themselves, their families, their businesses, and the community at large.

Case Study

Wellthi & Citizens Pilot

Citizens and Wellthi partnered to test the effectiveness of social finance in deepening customer relationships for financial advisors and retail bankers.

Conversion to Install Rate
0 %

Users who created an account after downloading the app.

Service Guarantee
0 %

Users who liked, commented, shared, or scheduled an appointment per month

Retention Rate
0 %

Users who logged-in every 30 days after downloading the app1  

Retention Rate
0 %

Users who requested and attended a financial advisor appointment

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We’re building a future where financial empowerment is social, inclusive, and driven by community. — Interested in getting more information out our usecase? Contact us!