Empowering Financial Confidence Through Connection
Wellthi is an intelligent relationship management software built to help institutions build lasting relationships with the next generation. We blend AI-powered financial tools with the power of community to make wealth building and financial goal achievemen accessible, and actionable.
World Active User
To help people build wealth better, together.
Financial Health
We believe that wealth and wellness are intertwined.
Customer Community
With Wellthi, your customers get a safe space to talk about their finances with peers and trusted experts.
Safe. Secure. Compliant. period
Our team takes safety and regulatory compliance seriously. This mandate is embedded in our technology and ethos.
Empower your customers with smarter, social, and personalized finance tools
Financial wellness made simple, social, and effective
Wellthi transforms mobile banking into a modern social finance experience. With our platform, your customers can:
Link all their accounts
—from savings and checking to small business and wealth management.
Use AI and Wellthi data
—to assess financial health and receive personalized recommendations.
Set savings goals
—and build stronger financial habits.
Learn from peers
—gain insights from trusted voices in finance.
Monthly subscription
$69.95
Learn Why Wellthi is the right choice for you.
Highly configurable
No core integration required
Flexible integration
Flexible integration options designed for fast deployment—whether you are using Wellthi as a complementary app or as an on-premise deployment
Security & compliance
Wellthi is SOC 2, Type 2 Certified, American Disabilities Act Compliant, FINRA Compliant and U.S. Data Privacy Compliant.
Operational Systems
Android, iOS and Salesforce
Client Profitsharing
Wellthi offers profit-sharing clients utilize our in-app subscriptions and payment solutions
Awesome Team
Over 100 years of finance, payments & social networking experience
Trusted by innovation-forward institutions
Interested in working with or investing in Wellthi?
We’re building a future where financial empowerment is effective, inclusive, and driven by community.
