Total Raised

$75.85M

Investors Count

24

Deal Terms

1

Funding, Valuation & Revenue

8 Fundings

Wellthy has raised $75.85M over 8 rounds.

Wellthy's latest funding round was a Series C for $25.52M on May 11, 2023.

Wellthy's valuation in November 2017 was $8M.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

5/11/2023

Series C

$25.52M

Eldridge, Hearst, Cercano Management, Citi Impact Fund, Rethink Impact, and Stardust Equity

$XXM

0

FY undefined

5

6/28/2021

Series B

$XXM

$XXM

0

FY undefined

10

5/18/2020

Series A - II

$XXM

$XXM

0

FY undefined

10

1/16/2019

Series A

$XXM

$XXM

0

FY undefined

10

11/13/2017

Seed VC - III

$XXM

$8M

0

FY undefined

10

Date

5/11/2023

6/28/2021

5/18/2020

1/16/2019

11/13/2017

Round

Series C

Series B

Series A - II

Series A

Seed VC - III

Amount

$25.52M

$XXM

$XXM

$XXM

$XXM

Investors

Eldridge, Hearst, Cercano Management, Citi Impact Fund, Rethink Impact, and Stardust Equity

Valuation

$XXM

$XXM

$XXM

$XXM

$8M

Revenue

0

FY undefined

0

FY undefined

0

FY undefined

0

FY undefined

0

FY undefined

Sources

5

10

10

10

10

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Wellthy Deal Terms

1 Deal Term

Wellthy's deal structure is available for 1 funding round, including their Seed VC - III from November 13, 2017.

Round

Seed VC - III

Funding Date

$XXM

Pre-Money Valuation

$XXM

Post-Money Valuation

$XXM

Amount Raised

$XXM

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

$XXM

Board Voting

$XXM

Par Value

Round

Funding Date

Pre-Money Valuation

Post-Money Valuation

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

Board Voting

Par Value

Seed VC - III

$XXM

$XXM

$XXM

$XXM

$XXM

$XXM

Wellthy Investors

24 Investors

Wellthy has 24 investors. Rethink Impact invested in Wellthy's Series C funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

6/28/2021

5/11/2023

Rethink Impact
2
Series B, Series C (2023)

Venture Capital

New York

6/28/2021

5/11/2023

2
Series B, Series C (2023)

Corporation

New York

6/28/2021

5/11/2023

2
Series B, Series C (2023)

Asset/Investment Management

Florida

00/00/0000

00/00/0000

Stardust Equity

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Other

New York

00/00/0000

00/00/0000

Citi Impact Fund

Subscribe to see more

Corporate Venture

New York

First funding

6/28/2021

6/28/2021

6/28/2021

00/00/0000

00/00/0000

Last Funding

5/11/2023

5/11/2023

5/11/2023

00/00/0000

00/00/0000

Investor

Rethink Impact

Stardust Equity

Citi Impact Fund

Rounds

2
Series B, Series C (2023)
2
Series B, Series C (2023)
2
Series B, Series C (2023)

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Board Seats

Type

Venture Capital

Corporation

Asset/Investment Management

Other

Corporate Venture

Location

New York

New York

Florida

New York

New York

Wellthy Acquisitions

2 Acquisitions

Wellthy acquired 2 companies. Their latest acquisition was Patch Caregiving on October 06, 2025.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/6/2025

Seed / Angel

$XXM

$1M

Acquired

2

5/11/2023

Convertible Note

Subscribe to see more

$XXM

$XXM

Subscribe to see more

10

Date

10/6/2025

5/11/2023

Investment Stage

Seed / Angel

Convertible Note

Companies

Subscribe to see more

Valuation

$XXM

$XXM

Total Funding

$1M

$XXM

Note

Acquired

Subscribe to see more

Sources

2

10

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