Locations
Arlington, VA, USA · Washington, DC, USA · Washington, DC, USA · Arlington, VA, USA
industry
Finance · Lending and Investments
Size
11-50 employees
Stage
Seed
founded in
2015
Wellthi is a fintech social enterprise that offers a Virtual Advisor Technology app designed to lower branch costs and maximize opportunities with consumers. Their patent-pending technology enables financial institutions to engage large groups of customers through a mobile banking app, transforming it into a hub of financial empowerment. Wellthi's solution deepens customer relationships and drives low-cost deposits, targeting the millennial and Gen Z demographics who prefer financial advice through social media. With a focus on community and social influence, Wellthi aims to capture the $68 trillion wealth transfer from baby boomers to younger generations, positioning itself as a leader in customer acquisition and retention in the financial services industry.
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