Step by step

How Wealt works

From opening Wealt to tracking your portfolio through to exit no jargon, nothing hidden.

The journey

Five steps, in plain sight

Anyone can open Wealt and explore. Investing is unlocked once eligibility is verified.

1
Open Wealt and explore the platform and portfolio tools. Free for anyone.
2
Verify your eligibility as a professional or high-net-worth investor, or family office, to unlock access to investments.
3
Review opportunities across private equity, venture, pre-IPO, and real assets — each with a full memo and the terms in plain sight, once your eligibility is verified.
4
Commit and signYou’re in control — invest through a professionally managed SPV (a company created to hold a single investment) or nominee. We handle the admin, compliance, and reporting.
5
Track everything in one place — valuations, performance, and your whole portfolio, public and private, through to exit and distributions.
Behind the scenes

What happens to your money

Once you commit, every position follows the same path — sourced and examined before you see it, held and reported while you own it, distributed when it exits.

TIME →VALUE01020304
05

Exit

On a liquidity event, proceeds are distributed to your nominated account, with full reporting.

01

Access

We source opportunities across private equity, venture, pre-IPO, and real assets, and bring them to the platform.

02

Diligence

Our investment team examines each on fundamentals, terms, and price before it is ever listed.

03

Commit

Eligible members commit capital on their own terms, deal by deal — never a blind pool committed before the deals are known.

04

Invest & track

Capital is held in a managed SPV — a company created to hold a single investment — or a nominee. You track valuations and performance live.