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Weltio

Weltio

Private
United StatesFinTechhttps://weltio.com

Last Round

Crowdfunding

Apr 1, 2023

Total Funding Raised

$1.47M

Company Overview

Weltio is a financial technology company that provides a wealth management platform for Latin American investors to access U.S. stocks, ETFs, and cryptocurrencies.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance

Business Model

B2C

Customer Profile

Payment Processing Fee, Services & Consulting

AI Layer

Application

Keywords

wealth managementneobrokerinvestment platformrobo-advisorUSD brokerage accountfintechcrypto tradingUS stocksETFswealthtechcommission-free tradingpersonal financeAPI-firstfinancial literacy

Historical Pricing

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Caplight Momentum Score

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Weltio Comparables

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Weltio comparables — related companies by embedding similarity
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Hapi
84%
Trii
84%
Fintual
76%

Weltio Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
CrowdfundingApr 1, 2023
CrowdfundingOct 20, 2022
AcceleratorJul 1, 2022

Key People

Founding team and executive leadership

George C. Marvin

Co-Founder, technical founder, CPO

Founding Team

Weltio Investors

Notable investors and investment history

Weltio investors
InvestorRounds
Y CombinatorAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 1, 2023

    Raised Crowdfunding round

  • Jul 1, 2022

    $500K raised with Y Combinator.

Weltio Filings

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Weltio filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Weltio's valuation, stock price, and market status.

Is Weltio a public or private company?

Weltio is a private company.

What is the current stock price of Weltio?

Weltio is a private company with no public stock price. No recent secondary market data is available.

How much is Weltio worth (valuation)?

Valuation information for Weltio is not publicly available.

Can I buy Weltio stock?

Weltio shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Weltio's last funding round?

Weltio's most recent funding round was Crowdfunding on October 20, 2022.

Who are the main investors in Weltio?

Investor information for Weltio is not publicly disclosed.

Will Weltio IPO soon?

No public IPO plans have been announced for Weltio.

How can I track Weltio secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Weltio's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersUnited States
Employee Range2
Year Founded2021
Last FundingApr 1, 2023

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