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Wealthie

Wealthie

Private
New York City, New YorkFinTechhttps://bewealthie.com/

Last Round

Accelerator

Apr 28, 2026

Total Funding Raised

$250,000

Company Overview

Wealthie is a fintech company that provides a financial wellness platform allowing homeowners to swap a portion of their home equity for a diversified, managed investment portfolio.

Sector

FinTech

Verticals

Wealth Management, Real Estate Finance, Investment Platforms, Personal Finance

Business Model

B2C

Customer Profile

Payment Processing Fee, Services & Consulting

AI Layer

Application

Keywords

home equity investmentshared appreciation agreementhome equity accesshome equity sharinghome equity agreementHEIwealth managementinvestment portfolioHELOC alternativedebt-free liquidityautomated investment managementhouse-rich cash-poorfintech platformpersonal financeequity swap

Historical Pricing

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Caplight Momentum Score

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Wealthie Comparables

Compare Wealthie with similar companies based on industry and business-model similarity.

Wealthie comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Cornerstone Financing
77%
Point Digital Finance
76%
Rheinmetall NIOA Munitions
74%

Wealthie Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorApr 28, 2026
AcceleratorJan 31, 2025

Key People

Founding team and executive leadership

Anthony Aulisa

Co-Founder and COO

Founding Team

Rodrigo Vicuna

Co-Founder & CEO

Founding Team

Wealthie Investors

Notable investors and investment history

Wealthie investors
InvestorRounds
MetaPropAccelerator
SEI Investments CompanyAccelerator
First Rate VenturesAccelerator
The Founders ArenaAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 31, 2025

    $250K round led by MetaProp

Wealthie Filings

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Wealthie filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Wealthie's valuation, stock price, and market status.

Is Wealthie a public or private company?

Wealthie is a private company.

What is the current stock price of Wealthie?

Wealthie is a private company with no public stock price. No recent secondary market data is available.

How much is Wealthie worth (valuation)?

Valuation information for Wealthie is not publicly available.

Can I buy Wealthie stock?

Wealthie shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Wealthie's last funding round?

Wealthie's most recent funding round was Accelerator on April 28, 2026.

Who are the main investors in Wealthie?

Key investors in Wealthie include MetaProp, The Founders Arena.

Will Wealthie IPO soon?

No public IPO plans have been announced for Wealthie.

How can I track Wealthie secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Wealthie's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersNew York City, New York
Employee Range4
Year Founded2024
Last FundingApr 28, 2026

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