Wealt

No. You can’t access the application without completing the profile. You must finish your onboarding and answer a few questions.

Can I use Wealt before completing my investor profile?

No. You can’t browse all deals, view, fact sheet and indicate interest before completing KYC. You must complete KYC before viewing deal details.

Can I browse deals before completing KYC?

Yes. Entity investors must provide formation documents, proof of authorization, and beneficial owner ID (KYC for all owners >25% stake).

Can I invest as a company or trust?

In the US, an accredited investor is someone who earns >$200k/year or has >$1M net worth (excluding primary residence). In the UK, it's called a "sophisticated investor" and has similar…

Who is an accredited investor?

Yes. All investments on Wealt require accredited investor status (US) or sophisticated investor status (UK). This is a regulatory requirement.

Do I need to be accredited to invest?

Most applications are reviewed within minute.

How long does KYC approval take?

Wealt currently accepts investors from the United Kingdom, the United States, and select European countries. Availability depends on local securities regulations.

From which countries can I invest?

Government-issued ID (passport, id cards, or driver's license), a live selfie, and proof of accreditation where required.

What documents do I need for KYC?

You'll receive an email confirmation. You can now indicate interest in deals, sign documents via DocuSign, and wire funds. Your dashboard shows "Verified" status.

What happens after my KYC is approved?

You'll receive an email explaining why. Resubmit corrected documents — there's no penalty or limit on resubmissions.

What if my KYC is rejected?

KYC (Know Your Customer) is identity verification required by financial regulators to prevent fraud and money laundering.

What is KYC, and why is it required?

SumSub is a third-party identity verification service that processes your KYC checks. Wealt never stores your raw identity documents - SumSub handles this securely.

What is SumSub, and why does Wealt use it?

Contact hello@wealt.com or use the chat. We aim to resolve complaints within 5 business days. For unresolved disputes, escalation paths depend on your jurisdiction.

How are disputes or complaints handled?

Every deal goes through Wealt's due diligence process: financial review, legal verification, background checks, and term validation.

How do I know the deals on Wealt are legitimate?

Wealt conducts full KYC/AML checks on all investors using 3rd party providers who are the best in their field of business. We verify identity, screen against sanctions lists, and monitor…

What anti-money laundering (AML) measures does Wealt have in place?

Wealt earns fees from deals (setup fee + carry), which means we benefit when investors invest. We mitigate conflicts through transparent disclosure, independent legal structuring, and listing only deals that…

What is Wealt's relationship with the companies it lists - is there a conflict of interest?

Accreditation, KYC/AML checks, and how your investments stay legally protected.

Compliance & Legal

Community

Wealt Blog

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

url(https://downloads.intercomcdn.com/i/o/535376/e61dfb386832baa9b82c9799/6ea264a3c02b0da926d0dcf3093a4672.png)