About Wealio
We're on a mission to democratize wealth management by providing everyone with the tools and insights they need to make informed financial decisions and build lasting wealth.
Our Mission
At Wealio, we believe that everyone deserves access to professional-grade wealth tracking tools, regardless of their net worth or investment experience.
Traditional wealth management has been limited to the wealthy elite, but we're changing that by making sophisticated financial analytics accessible to everyone through our intuitive platform.
Our goal is to empower individuals and families to take control of their financial future by providing clear visibility into their complete financial picture.
Our Core Values
Security First
Your financial data security is our top priority. We use bank-level encryption and never store sensitive credentials, ensuring your information stays protected.
Innovation
We continuously innovate to bring you cutting-edge features and insights that help you make better financial decisions and optimize your wealth strategy.
User-Centric
Every feature we build is designed with our users in mind. We listen to feedback and constantly improve to deliver the best possible experience.
Our Story
Wealio was founded in 2023 by a team of fintech veterans who experienced firsthand the frustration of managing wealth across multiple platforms and institutions. After years of using spreadsheets, multiple apps, and fragmented tools, we realized there had to be a better way.
We started with a simple question: "What if there was one place where you could see your entire financial picture?" This question led us to build Wealio - a comprehensive wealth tracking platform that aggregates all your accounts and provides actionable insights.
Today, thousands of users trust Wealio to track over $2 billion in assets across cash accounts, investments, crypto, and real estate. We're proud to be helping people make more informed financial decisions and build lasting wealth.
Meet Our Leadership Team
Thien Pham
CEO & Co-Founder
Former VP of Product at Goldman Sachs with 12 years of experience in financial technology and wealth management platforms.
An Dang
CTO & Co-Founder
Former Lead Engineer at Stripe with expertise in building scalable financial infrastructure and security systems.
Quang Dinh
CFO
Former Director of Finance at Morgan Stanley with extensive experience in financial planning and risk management.
By the Numbers
Active Users
Assets Tracked
Connected Institutions
Uptime
Backed by Leading Investors
We're proud to be backed by some of the most respected names in fintech and venture capital, including Sequoia Capital, Andreessen Horowitz, and several fintech-focused funds.
Our Series A funding round of $15M allows us to continue innovating and expanding our platform to serve even more users worldwide.
With the support of our investors and the trust of our users, we're building the future of personal wealth management.
Ready to Join Our Mission?
Whether you're looking to track your wealth or join our team, we'd love to hear from you.