Wellthi connects banks and credit unions of all sizes to make saving as a group safe, convenient, and transparent. Learn more about how we can support your financial institution or affinity group with our services.
Strengthen customer relationships by partnering with Wellthi to offer our social banking services to your members. Our portfolio of products empowers your customers with the tools to safely reach their collective savings goals while creating new avenues for you to increase client retention, financial health and lending opportunities.
Banks, credit unions and community development financial institutions (CDFIs) can license and white label Wellthi’s technology to offer customizable card products that appeal to millennial and Gen Z customers.
Strengthen Your Member Community Online Wellthi helps organizations build customizable mobile apps and affinity cards that promote group savings goals, fundraisers and financial literacy.
Upgrade your app with social networking tools designed to help you collect unique customer insights real-time.
Customizable Wallet & Card Solution
Your brand. Your design. Diversify your revenue streams with Wellthi’s affinity cards.
Intelligent Matching API
Increase the lifetime value of prime and nonprime customers by connecting them to products and services that improve financial health.
Bookkeeping & Accounting Services
Connect Wellthi to your organization’s bank core processor or CRM platform to onboard customers and cross sell products and services.
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1 Wissman, Barrett. “An Accountability Partner Makes You Vastly More Likely to Succeed.” Entrepreneur, Entrepreneur, 20 Mar. 2018, https://www.entrepreneur.com/article/310062.
2Economy, Peter. “This Is the Way You Need to Write down Your Goals for Faster Success.” Inc.com, Inc., 28 Feb. 2018, https://www.inc.com/peter-economy/this-is-way-you-need-to-write-down-your-goals-for-faster-success.html.
USA PATRIOT ACT | IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW CARD ACCOUNT:To help the government fight the funding of terrorism and money laundering activities, federal law requires institutions to obtain, verify, and record information that identifies each person who opens a Card Account. What this means for you: When you open a Card Account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see a copy of your driver’s license or other identifying documents.
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