Wela is a technology solution changing the way that financial advice is delivered. We focus on helping people spend more wisely, save more efficiently and invest for the future while experiencing the desires of today. Wela is built on advanced technologies focused on changing the way that financial advice is delivered by positively changing financial behaviors via creating awareness of situations, providing the ‘How’ to better themselves financially and simplifying the process to position people for more small wins, more often.
The goal for Wela is to change the conversation around financial advice to make it more engaging, relatable and executable for young families. By utilizing technology we look to create efficiencies for young families to get a more holistic view of their plan, while also being given the tools to execute and manage their entire financial plan in one spot.