Features

Careers

The AI Assistant for Modern Wealth Management

Worthy helps financial advisors deliver more comprehensive advice and better outcomes across their entire book of business.

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Stay Compliant, Without Losing Sleep or Momentum

Today’s advisors spend hours juggling compliance, research, and client needs without the tools to move quickly or confidently.

The Advisor for the Advisor

Worthy is your always-on assistant that is an expert in compliance, can flag risks, and suggest the right next move. As well as…

Client Insights
Client
Insights
Client
Insights

Quickly uncover client trends, risks, and opportunities.

Conversation Support
Conversation
Support
Conversation
Support

Get timely prompts and suggestions during client meetings.

Automated Prep & Follow-Up

Generate summaries, action items, and follow-ups automatically.

Portfolio Intelligence
Portfolio
Intelligence
Portfolio
Intelligence

Model scenarios and analyze holdings with simple commands.

Always-On Compliance
Always-On
Compliance

Stay compliant with built-in policy and risk checks.

Client Reports in Seconds

Create personalized, presentation-ready reports instantly.

Cross-Book Intelligence—Pattern to Personalization

At scale, Worthy surfaces key client segments and enables batch actions like outreach and one-click plan updates across an advisor’s book.

Holistic Client Snapshot

Worthy gives clients and advisors a shared, real-time view of a household’s full financial picture, aligned with Living Goals and focused on risk, readiness, and opportunities.

Client Ready Reports

Worthy generates a tailored action report with savings, tactics, and rationale—making tax strategies clear and easy to act on.

Client Ready Reports

Worthy generates a tailored action report with savings, tactics, and rationale—making tax strategies clear and easy to act on.

Client Ready Reports

Worthy generates a tailored action report with savings, tactics, and rationale—making tax strategies clear and easy to act on.

Career Opportunities

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.

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.

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.

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.

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.

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.

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.

©2025 Cocoa, Inc. dba Worthy Advice

447 Sutter St Ste 405 # 411 San Francisco ,CA 94108

For more information, email: info@withworthy.com