About Wealthly

Two things really bothered us about retail investing in 2020:
Why is there no one able to reliably track our myriad of investment accounts in a single place? Everything we tried were brittle, had bad data quality, and were frustrating to use.
Why is there no place online where people openly shared their investment portfolios and returns, in a way that doesn't feel like they're trying to upsell me into yet another guru course?
We set out to solve these problems for ourselves.

Our ultimate mission is
financial freedom for everyone

We know that life is too short to waste on something you don't love. We also know that often times we can't do what we love due to the constraint of our finances. Our goal is to do our part in helping people unlock financial freedom, because only then can you truly do what you love without constraints (from 💰 at least).

We believe one of the biggest levers in accumulating wealth and obtaining financial freedom is through investing. And to invest better, we need knowledge, tools, and ultimately a community. This is why we are here.

By The Numbers

We're just getting started. Join us on our journey.

$8.72M

total connected assets

Meet The Team

We’re a team of seasoned entrepreneurs, engineers, and designers who have had experiences from hyper-growth startups to well-established technology companies such as Amazon, Google, and Convoy.

Terry Ma

Founder & CEO

Terry started seriously investing when he was 30, which in his mind is 30 years too late. Having spent the last decade deeply entrenched in the tech industry, he has developed an appreciation for the power of compound interest, good software, and most importantly - luck.

Art Malquisto

Product Designer

Art knew he was inclined to arts and design the first time he picked up a pencil. Being exposed to multiple design disciplines contributed to his passion for digital product designs that combine logic and aesthetics.