The Wealnest Wealth Well-Being Platform, designed to help users organize, visualize, and manage all their assets in a simple and intuitive way, is now active. This pioneering initiative has been developed technologically by a Spanish team with an international vision, and it relies on specialized partners for functions such as valuation, security, and open banking.
The project is led by Eduardo Ferrín and Miguel Ángel Fernández, two executives with extensive experience in management, strategy, and technological development. It is aimed at individuals with medium to high net worth who currently manage their wealth manually or in a fragmented way. It is also designed for professionals, entrepreneurs, families, or emerging family offices seeking uncomplicated control over their assets.
With over 250 subscribers from 15 different countries, who have registered assets worth more than €300 million, Wealnest is redefining what it means to manage wealth in order to live with peace of mind. The project is currently undergoing rapid international expansion across Europe—Germany, France, and the United Kingdom—and the Americas—the United States, Mexico, Colombia, Argentina, Chile, and Peru—through a network of partners. It aspires to become the global reference marketplace for managing wealth well-being.
The concept of “wealth well-being” is at the core of Wealnest’s offering. It goes beyond simply having a solid financial situation; it’s about living with clarity, balance, and oversight over everything a person has built. The goal is to achieve the peace of mind that comes from knowing that both liquidity and owned assets are under control, without losing sight of the future, by planning for both retirement and legacy with foresight.
Miguel Ángel Fernández emphasizes that “currently, around 15% of global wealth is trapped in assets that don’t outpace inflation, so understanding and managing your wealth with the right tools can improve that return. True wealth management shouldn’t be exclusive to the ultra-wealthy, everyone should be able to understand, control, and manage their assets using the best tools available to them.”
Eduardo Ferrín, in turn, states that “the wealth management sector is undergoing a revolution, with €450 billion in annual inheritance transfers from baby boomers to younger generations, and Wealnest meets a need the market currently does not fulfill. Our system goes beyond simply optimizing financial positions. It offers the peace of mind that your wealth is working for you in the right way and adapted to current market conditions.”
Wealnest leverages the capabilities of artificial intelligence to democratize tools that until now have only been available to large fortunes. Through a subscription model, it offers various services based on the selected tier. Even in its free version, limited to three assets, it provides real-time property valuations in major European markets and the United States. The premium version includes additional tools such as succession and retirement planning.
The platform goes beyond showing a snapshot of your wealth: it helps you understand its real value, make your assets more profitable, and plan your future with intelligence and peace of mind, in a way that is simple, intuitive, and accessible, regardless of the size of your portfolio. It combines three key differentiators: ease of use and an onboarding process designed for any user, not just financial experts; affordable pricing, well below that of other professional platforms offering similar services; and smart AI-powered assistance to improve decision-making and optimize wealth management.
