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
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Sectors
Financial Services
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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.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$2.44 M (USD)
in 5 rounds
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Latest Funding Round
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Investors
Northwestern Mutual
& 6 more
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Converts content into social posts for group engagement and retention.
Facilitates saving, spending, and financial goal tracking via app.
Enables creation of compliant digital experiences powered by Salesforce.
Drives deposits and assets through interactive financial challenges.
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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.
- Total Funding Total Funding
- Total Rounds 5
- Last Round Last Round
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First Round
First Round
(28 Jun 2017)
- Investors Count 7
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2023 | Amount | Seed - Wellthi | Valuation |
investors |
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| Dec, 2022 | Amount | Seed - Wellthi | Valuation | Northwestern Mutual , Zeal Capital Partners |
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| Jun, 2022 | Amount | Seed - Wellthi | Valuation | Techstars |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Venture capital firm focused on tech companies
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Founded Year | Domain | Location | |
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Startups are accelerated globally without sector restrictions through structured programs.
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Founded Year | Domain | Location | |
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Entrepreneur support services, accelerator programs, and mentorship in technology sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Wellthi
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Wellthi
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wellthi Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Personal finance management solutions for banks are provided and integrated.
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| domain | founded_year | HQ Location |
White-label subscription management is provided for retail banks.
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| domain | founded_year | HQ Location |
Financial management solutions are offered to banks and credit unions.
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| domain | founded_year | HQ Location |
Personal financial management solution
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| domain | founded_year | HQ Location |
Banking software for personal finance insights is developed.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Wellthi
When was Wellthi founded?
Wellthi was founded in 2015 and raised its 1st funding round 2 years after it was founded.
Where is Wellthi located?
Wellthi is headquartered in Arlington, United States. It is registered at Arlington, Virginia, United States.
Is Wellthi a funded company?
Wellthi is a funded company, having raised a total of $2.44M across 5 funding rounds to date. The company's 1st funding round was a Seed of $20K, raised on Jun 28, 2017.
What does Wellthi do?
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.
Who are the top competitors of Wellthi?
Wellthi's top competitors include Meniga, Constellation and FinGoal.
What products or services does Wellthi offer?
Wellthi offers Virtual Advisor Module, Digital Wallet, Content Management System, and Gamified Savings Goals.
Who are Wellthi's investors?
Wellthi has 7 investors. Key investors include Northwestern Mutual, Techstars, Virginia Innovation Partnership Corporation, Blu Venture Investors, and Zeal Capital Partners.
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