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Access to selected and validated deals
Transactions already analyzed and screened by our team and partners, to ensure quality and security.
Offer your clients exclusive opportunities in private markets
With Weltix, you can enrich the investment offering dedicated to your clients thanks to our B2B2C model. We select high-potential deals together with a network of top-tier institutional partners, making them available to you in a digital and regulated format. This allows you to offer your clients innovative and hard-to-access solutions, strengthening the relationship of trust and differentiating yourself in the market.
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Transactions already analyzed and screened by our team and partners, to ensure quality and security.
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Your clients invest alongside VC funds and other qualified investors.
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From browsing opportunities to subscription, everything takes place on a single platform.
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Enhance your value proposition by becoming a privileged access point to exclusive investments for your clients.
Private markets are often associated with bureaucracy, long timelines, and complex processes. With Weltix, you can change this perception by offering your clients a fully digital investment experience: from onboarding to exit, including tax compliance. You can drastically reduce time and costs, improving client satisfaction and freeing up internal resources so you can focus on advisory services.
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Onboarding, KYC/AML, subscription, and digital signature in just a few clicks.
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No more stacks of paper documents and manual, error-prone processes.
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A fast and seamless experience increases the perceived value of your service.
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Less time spent on administrative tasks, more time dedicated to client relationships.
And it all started with an initial free consultation. Remember that Weltix is human first, digitally fast.
Weltix S.P.A. | VAT No. 09650010961. Registered with the Milan Companies Register under no. MI – 2104211 as an innovative SME. Authorized to operate as a crowdfunding service provider by CONSOB resolution no. 22966/2024.
Company authorized pursuant to Law No. 1966 of 23 November 1939 to carry out fiduciary activities, by Decree of the Ministry of Economic Development dated 10/03/2020.
