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Weltio

Weltio

Private
United StatesFinTechhttps://weltio.com

Last Round

Crowdfunding

Apr 1, 2023

Total Funding Raised

$1.47M

Company Overview

Weltio operates in FinTech and is based in the United States. Its latest recorded funding round was a Crowdfunding round in April 2023.

Weltio is a financial technology company that provides a wealth management platform for Latin American investors to access U.S. stocks, ETFs, and cryptocurrencies.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Digital Banking

Business Model

B2C

Customer Profile

Payment Processing Fee, Services & Consulting

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Weltio Comparables

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

Weltio comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Hapi
84%
Trii
84%
Fintual
76%
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Weltio Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
CrowdfundingApr 1, 2023
CrowdfundingOct 20, 2022
AcceleratorJul 1, 2022
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Key People

Founding team and executive leadership

George C. Marvin

Co-Founder, technical founder, CPO

Founding Team

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Weltio Investors

Notable investors and investment history

Weltio investors
InvestorRounds
Y CombinatorAccelerator

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 1, 2023

    Raised Crowdfunding round

  • Jul 1, 2022

    $500K raised with Y Combinator.

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Weltio Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Weltio a public or private company?

Weltio is a private company.

What is the current stock price of Weltio?

Weltio is a private company, so its shares have no public market price. Caplight tracks Weltio's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Weltio worth (valuation)?

Valuation information for Weltio is not publicly available.

Can I buy Weltio stock?

Weltio shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Weltio's last funding round?

Weltio's most recent funding round was Crowdfunding on April 1, 2023.

Who are the main investors in Weltio?

Key investors in Weltio include Y Combinator.

Will Weltio IPO soon?

No public IPO plans have been announced for Weltio.

How can I track Weltio secondary market activity?

Caplight tracks bids, offers, and trades in Weltio's shares on secondary markets.

Firmographic Details

HeadquartersUnited States
Employee Range2
Year Founded2021
Last FundingApr 1, 2023

Institutional Data Access

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