Wellthi logo — Wellthi is a fintech social enterprise, turning goals into r...

Wellthi

Wellthi is a fintech social enterprise, turning goals into realities, and customers into communities.

Founded 2021 United States Arlington, United States 17 employees Seed Total: $4.95M AI, Financial Services +5

General Information

Company Name Wellthi
Founded Year 2021
Location United States Arlington, United States
Employees 17
Industries AI, Financial Services, Fintech +4
Funding Stage Seed
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Tiered Pricing, Usage Based
Social

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About Wellthi

Wellthi is a dynamic player in the fintech landscape, transforming the way financial institutions interact with their customers through its innovative embedded social finance software. Launched in 2019, this United States-based company positions itself at the intersection of AI, Financial Services, Fintech, Payments, Marketing, Banking, and Wealth Management.

By converting individual customers into vibrant communities, Wellthi empowers financial institutions to extend the lifetime value of their customer base. This unique approach is encapsulated in their slogan: "Wellthi is a fintech social enterprise, turning goals into realities with friends and customers into communities."

The company's recent financial milestone was marked by a Seed Round investment on 27 January 2024, led by prominent investors including Cream City Venture Capital, Mastercard, and Rogue Women's Fund. This injection of capital signifies confidence in Wellthi's strategy and potential for growth in these intersecting markets.

Business keywords: social enterprise, embedded social finance software, APIs, mobile apps, payment solutions, online communities, social networking, generative AI, peer networks, financial goals tracking, mobile banking, banking

Services & Products

Connecting users to financial experts and institutions
Providing personalized financial tools
Facilitating goal setting and management
Offering a connected financial experience
Enhancing institutions' deposit and retention growth

Target Customers

Individuals seeking financial advice and tools Financial institutions looking to increase engagement and growth Communities aiming for improved financial literacy Customers interested in long-term wealth management

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 3
Cream City Venture Capital, Mastercard +1
27 Jan 2024
Seed Round $2.98M 7
1863 Ventures, Techstars +5
15 Dec 2023
Seed Round Undisclosed -
25 May 2023
Pre Seed Round $1.70M -
10 Jan 2021
Pre Seed Round $265.00K -
01 Jan 2020

Wellthi Alternatives & Competitors

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Wellthi vs

FintechX: Harness the full power of Open Banking and Open Finance.

Seed
26 employees
Financial Services, Fintech
Wellthi vs

Helping banks activate, engage, and grow their users.

Seed
20 employees
Financial Services, Fintech
Wellthi vs

Digital Banking for Community Banks Reimagined

Pre-Seed
21 employees
Digital Media, Financial Services

FAQ About Wellthi

Wellthi is a fintech social enterprise, turning goals into realities, and customers into communities.
Wellthi was founded in 2021.
Wellthi is headquartered in Arlington, United States.
Wellthi operates in AI, Financial Services, Fintech, Payments, Marketing, Banking and Wealth Management. Its work centres on social enterprise, embedded social finance software, APIs and mobile apps. Its customers include Individuals seeking financial advice and tools, Financial institutions looking to increase engagement and growth and Communities aiming for improved financial literacy.
Wellthi has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Tiered Pricing and Usage Based.
Wellthi has approximately 17 employees.
Wellthi has completed 5 funding rounds, raising a total of $4.95M. The latest funding stage is Seed.
Wellthi offers: Connecting users to financial experts and institutions, Providing personalized financial tools, Facilitating goal setting and management, Offering a connected financial experience, Enhancing institutions' deposit and retention growth.
Top alternatives and competitors to Wellthi include FintechX Technologies, StockRepublic, Linker Finance (TS F23), Yordex, gomoney. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wellthi and FintechX Technologies are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Wellthi, https://bouncewatch.com/company/wellthi, updated 21 July 2026. When citing, please name BounceWatch and link this page.

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