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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 +1
Employees 17
Industries AI, Financial Services, Fintech +4
Funding Stage Seed
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.

Taxonomy: 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 •••••• 3
Investor Investor Investor
27 Jan 2024
Seed Round •••••• 7
Investor Investor Investor Investor Investor
•••• •••• 		15 Dec 2023
Seed Round •••••• - 25 May 2023
Pre Seed Round •••••• - 10 Jan 2021
Pre Seed Round •••••• - 01 Jan 2020

Wellthi Alternatives & Competitors

Wellthi vs
Digital Insight
Digital Insight United States

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Wellthi vs
Bud
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Wellthi vs
Kasisto AI
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Trusted. Reliable. Purpose-built. AI for Financial Services

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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 the following industries: AI, Financial Services, Fintech, Payments, Marketing, Banking, Wealth Management.
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 Digital Insight, Bud, Kasisto AI, Snoop, Perkly. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wellthi and Digital Insight 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.

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