A New Approach to Wealth Management: The Story Behind Wealt

Reviewed byZeynel Abidin Ozay, co-founder and CPO/CFO of Wealt, profile picture
Published 8 August 2023
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When a company aims to provide genuine value and solve specific problems for people, it becomes truly remarkable. This is even more powerful when the founders have a personal connection and deep passion. Wealt is built by passion, aiming to make wealth management accessible to everyone and nurturing an environment free from conflicts.

This post will be our pitch deck because you - our users - will be our investors. Thus, you need to know us - the people behind your favourite to be wealth management app.

With a unique team boasting a solid track record, we are poised to revolutionize your perception of money management. Our collective experience in fintech and wealth management spans over 50 years. Three visionary founders have united to create a wealth management app that caters to individuals with assets to manage and those passionate about finance and wealth technology, regardless of their financial standing.

Focusing on the people

Like every startup, we have some hurdles to overcome before launching our platform, and one of them is defining our precise focus. Our journey begins with simplifying the financial process for everyone, including those who require assistance understanding financial terms. Finance, in essence, is simple, but the industry's complexities can make it appear daunting.

As we embark on this journey with a people-centric approach, we have three primary focuses in mind for our application:

Strategy: Find the best system for everyone who wants to manage their wealth, regardless of the amount.

Visibility: You know whether you have a debt, an instalment, or a paycheck to come. But do you see the distribution of your assets?

Direct: Multi-featured apps don't have to be complicated. It is essential to give the desired information directly.

Welcome to Wealt

Create a financial universe for you and everyone. We will create a community where people help others with a simple click. We combine our background with our passion and complete a wealth management application for your most valuable asset. Understand your net worth and draw your finance path together.

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