Premier
- Up to 6 institutions
- Up to 500 positions
- Standard dashboards
- Daily data sync
The Premier plan is built for those managing diverse assets across multiple accounts and jurisdictions. With daily syncs, more connections, and a dedicated analyst team, this plan ensures you always have a real-time view of your holdings and performance. It’s ideal for family offices, portfolio managers, or active HNWIs seeking deeper insights and more operational control—without ever logging into a bank portal again.
What’s included:
• Up to 6 Institutions — Consolidate across banks, custodians, and regional funds.
• Up to 500 Positions — Handle complexity across asset classes and entities.
• Standard Dashboards — Updated daily with performance metrics and alerts.
• Daily Syncing — Market-aware syncing with institutional-grade validation.
Perfect for dynamic wealth environments where timely insight, accuracy, and scale matter.
Find the Right Plan
All You Need to Know
Wealthis is a modern digital finance platform that helps individuals and businesses manage money, send payments, and automate everyday financial tasks—all from a single dashboard.
No, Wealthis is a financial technology company. We partner with regulated banks and licensed payment providers to ensure your funds are secure and compliant.
Absolutely. You can register your business and invite team members to collaborate with customizable permissions and shared access.
No credit check is required to open a personal or business account. You’ll just need to verify your identity and provide basic information.
We currently support users in over 40 countries globally, and we’re working to expand even further.
Yes. You can instantly generate virtual cards, and request physical cards shipped to your address—with full control via your dashboard.
Most payments are processed instantly or within minutes, depending on the destination and method. International transfers may take 1–2 business days.
