Wellthi Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Private

  • Employees
  • 17

Employees

  • Latest Deal Type
  • Accelerator/​Inc

  • Investors
  • 28

Wellthi General Information

Description

Operator of a fintech social enterprise designed to create applications for customer origination and retention for financial institutions. The company's platform offers a white-labeled digital layer that uses AI-powered savings journeys, cross-sell prompts, and social finance features, enabling financial institutions to better serve their customers, improve operational efficiency, and drive revenue growth.

Contact Information

Website
www.wellthiapp.com
Formerly Known As
Invest Sou Sou
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1775 Tysons Boulevard
  • McLean
  • Tysons, VA 22102
  • United States
+1 (202)
Primary Industry
Financial Software
Other Industries
Information Services (B2C)
Application Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech, Mobile
Corporate Office
  • 1775 Tysons Boulevard
  • McLean
  • Tysons, VA 22102
  • United States
+1 (202)

Wellthi Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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Wellthi Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
20. Accelerator/Incubator 27-Mar-2025 Completed Generating Revenue
19. Later Stage VC 01-Apr-2024 Completed Generating Revenue
18. Accelerator/Incubator 28-Feb-2024 Completed Generating Revenue
17. Accelerator/Incubator 07-Sep-2023 Completed Generating Revenue
16. Secondary Transaction - Private Completed Generating Revenue
15. Later Stage VC 29-Jun-2023 Completed Generating Revenue
14. Accelerator/Incubator 17-Oct-2022 Completed Generating Revenue
13. Accelerator/Incubator 12-Sep-2022 Completed Generating Revenue
12. Later Stage VC $267K Completed Generating Revenue
11. Later Stage VC 01-Jan-2021 $267K Completed Generating Revenue
To view Wellthi’s complete valuation and funding history, request access »

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Wellthi Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a fintech social enterprise designed to create applications for customer origination and retention for finan
Financial Software
Tysons, VA
17 As of 2026

New York, NY
 

Austin, TX
 
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Wellthi Competitors (5)

One of Wellthi’s 5 competitors is Personetics, a Private Equity-Backed company based in New York, NY.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Personetics Private Equity-Backed New York, NY
Agent IQ Venture Capital-Backed Austin, TX
Kasasa Private Equity-Backed Austin, TX
Fiserv Formerly VC-backed Milwaukee, WI
Temenos France Corporation Paris, France
You’re viewing 5 of 5 competitors. Get the full list »

Wellthi Patents

  • 6

    Total Documents Applications and Grants

  • Total Patents Families

  • 2

    Granted

  • 2

    Pending

  • Expiring in next 12 mo

Wellthi Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20250111429-A1 Virtual social banking networks by platform utilizing generative artificial intelligence and blockchain technology Pending 03-Oct-2023
JP-2015179415-A Nfc fortune-telling system Active 19-Mar-2014
JP-5618438-B1 Nfc fortune-telling system Inactive 19-Mar-2014
JP-2015065506-A Relay system between lan communication and communication based on ieee 802.15.4 standard Pending 24-Sep-2013
JP-2014207608-A Radio relay system between ieee802.11 standard communication and ieee802.15.4 standard communication Active 15-Apr-2013
To view Wellthi’s complete patent history, request access »

Wellthi Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Wellthi Investors (28)

Investor Name Investor Type Holding Investor Since Participating Rounds
FinTech Innovation Lab Accelerator/Incubator
Virginia Innovation Partnership Corporation Not-For-Profit Venture Capital Minority
CAFE Fintech Accelerator Accelerator/Incubator
AgeTech Collaborative from AARP Accelerator/Incubator
Blu Venture Investors Venture Capital Minority
You’re viewing 5 of 28 investors. Get the full list »

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