Get financially on track with brutally honest advice ๐Ÿ’ฐ

A new way to take informed financial decisions, with a complete action-plan and guidance from certified experts.

Certified expertsCertified experts
Independent from banksIndependent from banks
First session is on usFirst session is on us
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Our team comes from:

We provide a personalized action plan to manage your money without guesswork.

๐Ÿ“ˆInvest correctly
๐ŸŽฏPlan real-life goals
๐Ÿ‘ต๐ŸปRetirement
๐Ÿ“ŠBudget
๐Ÿ’ผManage your income
๐ŸŒง๏ธHandle emergencies
๐ŸกGet ready for big purchases

A trusted partner to answer all your financial questions

A dedicated expert at your fingertips

Chat with a real certified financial expert anytime and book on-demand videocall sessions.

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360ยฐ assessment of your finances

We analyze all aspects of your financial life, then suggest simple and actionable tasks.

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A plan for your actual priorities

Treat saving and investing as a means, not a goal. Make every decision a step towards real-life goals.

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Actionable guidance to manage your money

The world changes quickly, and so do your needs. Remove guesswork from your money management.

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Learn lifelong money skills

Acquire the financial skills you really need, without complications and regardless of your starting point.

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Three steps to improve your personal finances

1

Take our quiz in 2 minutes

2

Find out if Weltis suits you

3

Get a session for free

We do it our way

Independence makes us brutally honest

We don't sell financial products, we only tell you what you really need to hear.

We look to the future

The future is uncertain, but a good strategy helps you to make the right decisions.

We avoid over-complications

We make everything clearer and more accessible without jargon.

We treat money as a means, not the end

Money makes the world go round, we want to choose the most positive direction.

Why do they trust us

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Certified experts

We work with the best certified Educators and Financial Planners.

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We donโ€™t touch your money

We educate and assist, but we never touch your money.

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We take privacy and ethic seriously

We follow a code of ethics and strict data protection standards.

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Our home is Europe

By your side from Turin, Amsterdam and London.

A free session with an expert. No strings attached.

๐Ÿ‘‰ Personalized wealth planning
๐Ÿ‘‰ No automatic renewals
๐Ÿ‘‰ Guaranteed refund if you change your mind

Starter session

Free

On demand

โ‚ฌ99

a session

Membership

โ‚ฌ299

per year

What is an online planner for?

Be more confident about your future

We canโ€™t control the cost of living, the economy or the job market, but we can control how we manage our money.

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Make the right investments

A good investment should fit like a suit and we help you find the best tailor.

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Know what to do with your income and savings

Never question again what to do on payday or when you have extra savings.

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Learn what matters about money and personal finance

Finance is a wide, sometimes overly complex, and scary topic. A plan can help you filter out the noise and focus on learning only what really matters.

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Avoid mistakes

True well-being lies not in solving problems, but in avoiding them before they arise.

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A shared mission

Giulia (24 y.o.)

We helped Giulia financially plan her MBA and her new life abroad.

Sofia (55 y.o.)

We helped Sofia and her two kids plan how to manage savings inherited from their grandma.

Marco (31 y.o.)

He helped Marco, a freelancer, set-up a saving plan to compensate his future pension.

Giorgio (41 y.o.)

We helped Giorgio improve the way he manages money with his wife, while planning an investment for their kids.

Roberto (27 y.o.)

We helped Roberto plan and take the right decisions when buying his first home.

Simone (50 y.o.)

We helped simone plan the right insurance coverage to protect his family.

Questions?

Take our quiz to get your life goals financially on track

Help us make money a means, not the end.

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We make wealth planning accessible to help our generation live a financially confident life. #GetWeltis

We are supported by the Incubator of Politecnico University in Turin

Contact us

Email us at hello@weltis.app

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ยฉ Copyright Vectis Invest B.V.

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Terms of Use

Weltis is a trading name of Vectis Invest B.V., a private limited company registered with the trade register of the Netherlands under the number 84206500, with address Herengracht 449 A, 1017 BR Amsterdam, Netherlands. Nothing on the Weltis website constitutes an offer to buy or sell any security or investment. The content is for educational purposes only, and Weltis does not guarantee the accuracy or suitability of the information for any individual purpose.

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