The AI Assistant for Modern Wealth Management
Worthy helps financial advisors deliver more comprehensive advice and better outcomes across their entire book of business.
Powering the Modern Financial Advisor
Today’s advisors spend hours juggling compliance, research, and client needs without the tools to move quickly or confidently.
The Advisor for the Advisor
Quickly uncover client trends, risks, and opportunities.
Conversation Support
Get timely prompts and suggestions during client meetings.
Automated Prep & Follow-Up
Generate summaries, action items, and follow-ups automatically.
Model scenarios and analyze holdings with simple commands.
Always-On Compliance
Stay compliant with built-in policy and risk checks.
Client Reports in Seconds
Create personalized, presentation-ready reports instantly.
Power Better Analysis
Drive better client outcomes with AI-powered analytics that uncover opportunities and optimize portfolio performance.
Supercharge Advisor Capacity
Enhance client service quality while handling more clients through intelligent automation and smart workflows.
Build the Future of Wealth Intelligence
We're a small, fast-moving team backed by deep domain experience. If you're excited to solve real problems for real professionals, by all means...
Come build with us!
Why it matters
At Worthy, we empower financial advisors to deliver alpha beyond market returns. Research shows great advice can add 3%+ annually through strategy and coaching—helping families reach goals faster. If you're passionate about transforming financial advice and driving real impact, Worthy is where your purpose meets your career.
What you’ll work on
We build with purpose. United by a passion for redefining financial advice, we solve complex problems through first principles and client-focused innovation. With accountability and a learning mindset, we embrace challenges and celebrate progress—empowering clients and shaping the future of finance. Ready to help transform financial decision-making? Let’s talk.
What we value
We build with purpose. Driven by client-first innovation and first principles, our team tackles complex problems to reshape financial advice. We value accountability, learn fast, and iterate boldly—empowering clients and shaping the future of finance. Ready to help transform decision-making? Get in touch.