Plan, organize, learn, take action
Turn your real-life goals into practical tasks with Weltis
Like a workout plan, but for our generation’s real-life goals.
You give the input, Weltis does the math
Remove uncertainaty from your future, with a clear personal finance forecast.
Set up your profile 👨🏼💻
To adapt the plan to your starting point, your context and your life goals.
Talk to an expert 👨🏻🏫
Follow the guidance of a certified financial expert, to help you build the plan.
Get a custom plan 📝
We will provide a personal financial plan, with actionable tasks, tips and suggestions.
We help you take action 📱
Your financial plan comes with two 1:1 sessions with your expert, to help you take action on your plan.
Investing seems easy, but few have a rational plan to do it
Know exactly what to do with your income and savings 🧠
How much should you save? Should you have an emergency fund? How much should you invest? A good plan answers everything.
Choose the right investments 📈
The “best” investment depends on your personality, your context, your goals, your knowledge. The plan helps you learn this.
Gain confidence on your future ✨
We have many reasons to be pessimistic. Inflation, the cost of living, the job market, the pension systems are just some examples. Clear financial decisions will have a game-changer impact in your confidence.
Know if you are making mistakes (and avoid them) ✋
When it comes to money, a mistake could cost a lot. A tailored plan can help you avoid scams, bad investments and wrong decisions.
Learn what matters about money and personal finance 💳
Finance is a wide, overly complex, and scary topic. Our plan can help you focus only on what really matters.
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 startup from this generation
We know it...
In your 20s and 30s you got to make life changing decisions, many of which directly impact your financial well-being.
Weltis exists to make confident decisions with money and wealth.
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?
