Financial Freedom Looks Good on You.
Wellthi connects people to trusted financial voices, institutions, and personalized tools.
Secure by design.
Personalized by default.
Built to grow with you
People First
Adaptive Tools
Informed Decisions
Long-term progress
Built for how people actually manage money, globally.
Better understanding equals better outcomes
Wellthi connects you with credible financial voices who help build context, confidence, and fluency over time.
Progress without pressure
Our tools are designed to support thoughtful action, without noise, urgency, or hidden incentives.
Growing your money as a long game
Wellthi is built around ongoing relationships that evolve as your life, income, and priorities change
A connected financial experience that keeps pace with you.
Smart
Financial Actions
Wellthi turns insight turns into action via secure tools to take the next step on your financial journey, at your pace.
Smart
Financial Actions
Wellthi turns insight turns into action via secure tools to take the next step on your financial journey, at your pace.
A connected financial experience that keeps pace with you.
Your Feed:
The Big Picture
A personalized stream of perspectives, timely insights, and financial context aligned to your interests and moment.
Your Feed:
The Big Picture
A personalized stream of perspectives, timely insights, and financial context aligned to your interests and moment.
A connected financial experience that keeps pace with you.
Trusted Voices
Real talk from trusted experts, informed by lived experience and expressed through clear, relatable examples.
Trusted Voices
Real talk from trusted experts, informed by lived experience and expressed through clear, relatable examples.
For Individuals
Set, track and manage your goals with peers and trusted experts
- Financial fluency, simplified
- Tools designed for clarity and results
- Trusted financial voices
- A complete financial picture, linked to all of your accounts
For Institutions
Transform your app into a powerful growth engine for deposits & retention
- Learning that triggers engagement
- Tools that cultivate customer LTV
- High-intent, quality referrals
- Increase AUM at a fraction of the cost
Trust and Security, by Design.
Bank-grade
security
Data privacy by
default
No surprise
fees
Bank-grade
security
Real experiences, shared.
Maggie Wall
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
The first time I saw the Wellthi App demo, I knew this was an absolute game-changer for the credit union movement.
Wole Coaxum
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
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
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.