Our experience comes from:
We help you make the right decisions with your money
Get a custom plan for your wealth
Get a custom plan and forecast for your real-life financial goals. Like a workout plan, but to remove guesswork from your financial decisions.
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Talk to a financial expert on-demand
Need guidance or just a double-check? Match with a certified and independent financial expert.
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Investments 📉, pensions 👵🏻 and finance 💰...here is what a plan is made for.
We exist to help our generation plan their real-life financial goals.
How does Weltis work?
Tell us about yourself
Take our quiz and learn about Wetlis in a free session with a dedicated expert.
Get your financial plan
Learn exactly what to do with your savings (and when).
Take action with expert advice
Take action on your plan autonomously, or with the help of our on-demand experts.
Let’s be real, asking for advice at the bank is not really a good idea
Unlike a bank advisor, an independent expert never prioritizes the bank's interests. This guarantees no conflicts of interest, helping you always make the best financial decision.
We like to keep things simple
We see the role of a financial expert as not much different from a personal trainer or a psychologist, which is why, with Weltis, there are no hidden fees, percentage commissions, or recurring subscriptions.
We are brutally honest
We are independent, meaning that we are free to be real with you.
We (deeply) believe in our generation
No matter how tough our future looks like, we want to turn uncertainty into opportunity.
We hate over-complicated stuff
We don't like many things of our industry, so we try simplify what’s complex and change what’s broken.
We think money can have values
Money makes the world go round, we want to choose a direction that's positive for our society.
A platform you can trust
Our home is Europe
We particularly like to hang out in 🇮🇹Turin, 🇳🇱Amsterdam and 🇷🇴Cluj.
We don’t touch your money
We educate and assist, but we never touch your money and we have no affiliation with banks.
We take privacy and ethic seriously
We got rock-solid privacy policies and a clear ethical code.
Expert-curated
Weltis is curated by the best independent financial experts.
A membership to wealth planning for €24/month
Your Weltis membership includes:
3 sessions with a dedicated expert
A custom financial plan
Chat at any time
Members discount on extra on-demand advice sessions
€24,91/month (billed annually)
We are building Weltis, together
Paolo M.
Weltis is amazing. I love it’s not only about investing, but also touches saving and planning.
Alin L.
It’s a way to create a culture for my generation, and I find it super nice.
Serena P.
I had so many questions, from what a broker is, to how taxes work, how to invest practically. I got all my answers.
Edoardo R.
Money stuff always seemed complex. Seeing normal people, practical stuff, and no false promises, has been refreshing.
Giulia M.
The financial to-do list in Weltis was crucial to put these topics in practice.
Marta D.
My Weltis coach helped me a lot plan two big purchases and set a saving plan for my pension.
Riccardo G.
I didn't realize it, but I was investing so randomly. The financial plan made everything make sense.
Questions?
