Wellthi

Arlington, United States Founded: 2015 • Age: 11 yrs
Software for wealth and loan life cycle management is developed.
Annual revenue - Latest available
Total funding $2.4M 5 rounds
Employees - Tracked headcount
Investors 7 Known backers
Products 4 Services tracked
Competitors 7 Brand Intelligence

About Wellthi

Wellthi is a company based in Arlington (United States) founded in 2015. Wellthi has raised $2.44 million across 5 funding rounds from investors including Northwestern Mutual, Techstars and Virginia Innovation Partnership Corporation. Wellthi offers products and services including Virtual Advisor Module, Digital Wallet, Content Management System, and Gamified Savings Goals. Wellthi operates in a competitive market with competitors including Meniga, Subaio, Constellation, FinGoal and Moneythor, among others.

  • Headquarter Arlington, United States
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Wellthi Technologies, Inc.
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
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  • EBITDA
    Not available
  • Total Equity Funding
    $2.44 M (USD)

    in 5 rounds

  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
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Products & Services of Wellthi

Wellthi offers a comprehensive portfolio of products and services, including Virtual Advisor Module, Digital Wallet, Content Management System, and Gamified Savings Goals.

Product name locked
Category locked
Primary

Converts content into social posts for group engagement and retention.

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Facilitates saving, spending, and financial goal tracking via app.

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Enables creation of compliant digital experiences powered by Salesforce.

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Drives deposits and assets through interactive financial challenges.

People of Wellthi

Headcount 10-50
Employee Profiles 3
Employee Profiles
People
Fonta Gilliam
CEO & Founder
People
Dalia AlSaid
Chief Operations Officer

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Teams

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Funding Insights of Wellthi

Wellthi has successfully raised a total of $2.44M across 5 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Wellthi

Wellthi has secured backing from 7 investors, including institutional and venture fund investors. Prominent investors backing the company include Northwestern Mutual, Techstars and Virginia Innovation Partnership Corporation.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
Venture capital firm focused on tech companies
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Startups are accelerated globally without sector restrictions through structured programs.
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Entrepreneur support services, accelerator programs, and mentorship in technology sectors.
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Investor details for Wellthi

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Wellthi

Investments
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Investment portfolio details for Wellthi

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  • Portfolio identities
  • Transaction dates
  • Round details
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Financial Statements - Wellthi

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Detailed financials for Wellthi

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  • Profit trends
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Wellthi Comparisons

Wellthi Primary company
Description
Software for wealth and loan life cycle management is develo...
Location
Arlington, United States
Founded Year
2015
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Wellthi

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Wellthi

Wellthi operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Meniga, Subaio, Constellation, FinGoal and Moneythor, among others.

Company Name Domain Founded year HQ Location Description
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Personal finance management solutions for banks are provided and integrated.
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White-label subscription management is provided for retail banks.
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Financial management solutions are offered to banks and credit unions.
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Personal financial management solution
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Banking software for personal finance insights is developed.
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Detailed competitors of Wellthi

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Latest news on Wellthi

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Complete news archive for Wellthi

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Frequently Asked Questions about Wellthi

Wellthi was founded in 2015 and raised its 1st funding round 2 years after it was founded.

Wellthi is headquartered in Arlington, United States. It is registered at Arlington, Virginia, United States.

Wellthi is a funded company, having raised a total of $2.44M across 5 funding rounds to date.

Wellthi was founded in 2015 in Arlington, United States, within the fintech sector. Software solutions are provided for managing wealth and loan processes. A social banking wallet is offered to support individual savings plans, credit-building tools, and investment options. Additionally, a lender-matching platform is utilized, where artificial intelligence and machine learning are applied to connect small businesses with banks and lenders. Operations focus on digital financial services across the U.S.

Wellthi's top competitors include Meniga, Constellation and FinGoal.

Wellthi offers Virtual Advisor Module, Digital Wallet, Content Management System, and Gamified Savings Goals.

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