Investing in the future of retail banking
Wellthi is a VC-backed company reshaping how the next generation saves, invests, and builds wealth. We offer a turnkey, white-label platform that helps financial institutions engage Americans under 45 through a modern social finance experience. Backed by deep research, AI-powered tools, and a viral social finance model, Wellthi is positioned to scale globally across verticals — from retail banking to payments to wealth management.
Traction Highlights
Achieved strong user response in early pilots and outperformed typical retention benchmarks
Engagement rate
81%+ in proof-of-concept pilots
30-day retention
17%, exceeding industry benchmarks
Case study with Citizens Bank
Co-developed and tested a compliant social finance app with positive performance metrics
Growth model
Viral user acquisition (1 user → 3–4 referrals)
Market demand
85% of financial decisions are made by women, who are rapidly embracing digital-first finance
Monthly subscription
$69.95
Traction Highlights
in proof-of-concept pilots
exceeding industry benchmarks
Case study with
Citizens Bank
Co-developed and tested a compliant social finance app with positive performance metrics
1user
3-4referrals
Growth model
Viral user acquisition
of financial decisions are made by women, who are rapidly embracing digital-first finance
Interested? Let's talk.
We’re currently seeking strategic partners to help us expand integrations, scale customer acquisition, and deepen product personalization.
