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Holvi vs Wealthfluency

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Holvi compared with Wealthfluency
DetailHolvi logo HolviWealthfluency logo Wealthfluency
What it doesBusiness banking for solopreneurs and teams Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
StageEstablished Established
Founded2011 2018
Based inFI GB
Pricing modelPaid Paid
PricingPlans start from €9 per month. Clear pricing with no hidden fees. Always included: Business Mastercard®, unlimited transfers, receipt scanning and storage, real-time VAT balance. Additional fees apply for ATM withdrawals, foreign transactions, and card replacements. Profit Scan: $297 (diagnostic, no call required). Profit Audit: 90-minute 1:1 session guaranteed to identify at least $1,000 in savings or profit opportunities, or money back. Profit Advisory: 12-week engagement. Strategic Advisory Retainer: monthly engagement by invitation.
Key features
  • Business account with SEPA transfers
  • Invoicing and e-invoicing
  • Receipt scanning and bookkeeping
  • Debit, credit and virtual cards
  • International payments in 18 currencies
  • VAT calculator
  • Team card management
  • Mobile app for iOS and Android
  • Financial insights and KPI tracking
  • Instant notifications on card transactions
  • Profit Scan: $297 diagnostic revealing where profit went in the past month
  • Profit Audit: 90-minute strategic diagnostic of numbers, pricing, and cash flow with written action plan
  • Owner Pay by Design: structure for owner compensation decided before the month starts
  • Profitable Priorities Decision System: repeatable framework for hire, spend, and investment decisions
  • Strategic Advisory Retainer: ongoing monthly financial intelligence for growing businesses
What makes it different
  • All-in-one business account with no separate expense claims process
  • Instant transfers without additional costs for payments in 18 currencies
  • Bank-level security with PSD2 compliance and segregated customer funds
  • Two decades of experience inside HSBC Private Bank, Natixis, and Zurich bringing private banking structural thinking to established business owners
  • Guaranteed to identify at least $1,000 in savings or profit opportunities in the Profit Audit, or money back
  • Permanent, client-owned financial infrastructure and command centre the business keeps for life
  • Strategic advisor who answers the financial questions no accountant or business coach can answer
Free planNot given Not given
Open sourceNot given Not given
PlatformsNot given Not given
Public APINot given Not given
Community votes00
DR (Domain Rating by Ahrefs)82 no change since last check10 no change since last check
Trust Flow (Majestic)415
Citation Flow (Majestic)5023
Referring domains (Majestic)623418

8 details filled in for both companies.

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