Wellthi Technologies

Investors

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.

Our Highlights

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

Investors

Traction Highlights

Engagement rate
0 %

in proof-of-concept pilots

30-day retention
0 %

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

Market demand
0 %

of financial decisions are made by women, who are rapidly embracing digital-first finance

Our Investors

We’re building a future where financial empowerment is social, inclusive, and driven by community.

Investment Opportunity

Interested? Let's talk.

We’re currently seeking strategic partners to help us expand integrations, scale customer acquisition, and deepen product personalization.

Contact Us

Request Full Report

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!