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Do I need to be a professional investor or have a financial background?

No. You need to meet accreditation requirements, but you don't need a finance degree or professional investing experience. Wealt provides research, deal materials, and educational content.

You do not need professional investment experience or a financial background to use Wealt. What you do need is to meet the legal accreditation requirements in your jurisdiction.

What Wealt provides:

  • Fact Sheet: Every deal includes a detailed analysis - company overview, market opportunity, financials, team, and risks

  • Educational content: Our Help Centre covers private markets fundamentals, SPV structures, fees, and risk management

  • Transparent terms: All fees, timelines, and risks are shown upfront on every deal page

  • Portfolio tracking: Automated valuations, performance charts, and currency conversion

  • Support: Chat with our team anytime you have questions about a deal or your portfolio

What you should understand before investing

  • Private investments are illiquid — your capital is locked for years

  • Returns are not guaranteed — you could lose your entire investment

  • Diversification matters — don't put all your capital into one deal• Tax implications — you'll receive annual K-1 forms for each SPV

If you're new to private investing, we recommend starting with our educational articles in the Help Centre and exploring deals to get familiar with the format before committing capital.

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