Wellthi
CU 2.0 sponsor
Wellthi helps Credit Unions acquire, convert, and retain members within the extremely valuable MilZ target.
Wellthi is a financial technology platform that blends traditional financial tools with the power of social networks to promote goal-based savings. Designed to foster community and accountability, Wellthi offers a unique approach by allowing users to create “goal groups” where friends, family, or coworkers support one another in saving towards shared or individual financial goals. With solutions tailored for credit unions, Wellthi helps institutions deepen member engagement and attract younger audiences by integrating modern, social elements into personal finance.
Wellthi’s platform empowers members to set savings targets, monitor progress, and receive encouragement from peers, promoting financial literacy through collaboration. It also offers embedded financial advice and personalized insights, helping users build sustainable saving habits. For credit unions, Wellthi serves as a bridge to connect with members beyond standard banking transactions, delivering value in moments that matter most in their financial journeys.
Rooted in the idea that savings and social support go hand-in-hand, Wellthi helps credit unions drive member retention and create a sense of belonging among users. Whether it’s saving for a vacation or building an emergency fund, Wellthi makes financial goals feel achievable—and more enjoyable—through community.