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Wellthi is a patent-pending B2B, white-labeled social finance software that modernizes a bank’s mobile app to attract and close Millenial and Gen Z customers. The digital app enables users to set financial goals, seek out personalized and relevant financial advice, and invite friends and family to the platform. Concurrently, it allows banks to capitalize on their existing customer base to reach new customers and upsell in-house financial advisors and wealth management offerings to users.
Deal Team
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