Making money a means, not the end.
We exist to give our generation the confidence and guidance to make money decisions without guesswork, so we can all live a more intentional future.
Why Weltis?
Let’s say it out loud:
Money shouldn't control your life. You should control your money to live the life you want to live.
That being said, here is the truth: today's financial world is hard.
Banks’ job is to push their financial products. Independent wealth advisors serve the wealthy few. And most of us are left trying to piece together financial advice from apps, social media, and friends.
Look around.
It seems like everyone nowadays can invest but, still, most of us have no idea how to plan and reach real life goals—like buying a house or securing their retirement.
We blame inflation, the economy, the job market, the school system... all things that we have very little control over.
You know what we can control? Our money and our decisions around it.
That’s the only thing that has a direct impact on our present and future life.
So, in 2022 we decided to change something. We started Weltis.
Weltis exists because we believe everyone deserves to have a personal plan for their financial future—not just those with millions in the bank.
Here's how:
We connect you with financial planners who work for you, not for banks
We focus on your whole (financial) life
We turn all money decisions - big or small - into clear, actionable plans
We never sell or suggest financial products—we sell plans to help you make informed decisions
Our mission is to help millions of people make money their means, not their end.
Join us in building a more intentional future for everyone.
Let’s get Weltis.
Three steps to improve your personal finances
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Why do they trust us
Certified experts
We work with the best certified Educators and Financial Planners.
We don’t touch your money
We educate and assist, but we never touch your money.
We take privacy and ethic seriously
We follow a code of ethics and strict data protection standards.
Our home is Europe
By your side from Turin, Amsterdam and London.
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.
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.
