Private
- Up to 3 institutions
- Up to 200 positions
- Standard dashboards
- Monthly or quarterly data sync
Built for high-net-worth individuals who want a seamless view of their entire portfolio—without managing the process themselves.
The Private plan is designed for investors who value clarity, privacy, and time. Whether your assets are spread across global banks, brokers, or local funds, we handle the entire consolidation process—so you don’t have to. With secure syncing, direct liaison with your account managers, and clear monthly or quarterly dashboards, you get the insights you need to make confident decisions, without lifting a finger.
What’s included:
• Up to 3 Institutions — Banks, brokers, custodians, or funds, we bring them into one system.
• Up to 200 Positions — Stocks, bonds, crypto, real estate, or private equity holdings.
• Standard Dashboards — Pre-built views showing performance, allocation, and trends.
• Quarterly or Monthly Sync — Fully managed syncing and data validation.
• Advisor Access — Secure view-only access for your trusted advisors.
• Private Infrastructure — End-to-end encryption, no third-party data sharing.
• Analyst Support — A dedicated analyst to onboard, validate, and update your data.
Ideal for HNWIs looking for passive oversight, full privacy, and professional-grade visibility—without operational complexity.
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.
