Personal Wealth Management
Grow your wealth with confidence.
Welthon helps you invest smarter, track your portfolio, and build long-term wealth — all in one place.
Simple steps to growing your wealth
No financial background required. Welthon guides you every step of the way.
Create your account
Sign up free in minutes. Link your bank accounts, brokerage, and retirement funds securely in one place.
Set your goals
Tell us what matters to you — retirement, a home, travel, or long-term wealth. We'll build a plan around your life.
Watch your wealth grow
Get AI-powered insights, real-time tracking, and monthly reports. Stay informed, stay in control.
Everything you need to build wealth
Powerful tools designed for everyday people, not just finance professionals.
Portfolio Tracking
Real-time view of all your investments in one place. Stocks, ETFs, crypto, and retirement accounts — unified.
Smart Investing
AI-powered recommendations tailored to your goals and risk profile. Invest with clarity and confidence.
Goal Planning
Set financial goals and track your progress automatically. Whether it's retirement or a dream vacation, we'll map the path.
Risk Analysis
Understand your exposure and balance your portfolio. Know exactly how much risk you're taking — and why.
Performance Reports
Monthly and annual reports, automatically generated. Clear summaries that show exactly how your wealth is growing.
Secure & Private
Bank-level 256-bit encryption protects your data at every level. Your information is never sold to third parties.
Simple, transparent pricing
Start free. Upgrade when you're ready.
- Portfolio tracking (up to 5 holdings)
- 3 financial goals
- Monthly summary report
- Email support
- Unlimited portfolio holdings
- Unlimited financial goals
- AI-powered insights
- Weekly performance reports
- Risk analysis dashboard
- Priority support
- Everything in Pro
- Personal advisor access
- Advanced analytics suite
- Tax optimization insights
- Dedicated account manager
- Phone & chat support
Trusted by people building their future
"Welthon changed how I think about investing. I finally feel in control of my money and actually excited about my financial future."
"I used to find investing intimidating. Welthon made it feel approachable. The goal planning feature helped me save for a house in 18 months."
"The AI insights have been a game changer. I didn't realize how unbalanced my portfolio was until Welthon showed me. Now my risk is exactly where I want it."