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Cashvisory logo — India’s first gamified roboadvisory platform leveraging smar...

Cashvisory

India’s first gamified roboadvisory platform leveraging smart technology to bring wealth planning to every household.

Founded 2020 India India 16 employees Pre Seed Total: $12.00M Finance, Financial Services +1

General Information

Company Name Cashvisory
Founded Year 2020
Location India India +1
Employees 16
Industries Finance, Financial Services, Platforms
Funding Stage Pre Seed
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About Cashvisory

Cashvisory is a pioneering fintech platform in India, backed by SucSEED Ventures, EvolveX, and We Founder Circle. It was founded in 2020 and aims to democratize wealth planning with its gamified roboadvisory approach. The company's slogan, "India’s first gamified roboadvisory platform leveraging smart technology to bring wealth planning to every household," encapsulates its mission. The platform introduces India’s first Financial GPS, offering automated, scalable solutions to make financial planning accessible to every household. Cashvisory's smart algorithms empower users to create, manage, and execute holistic financial plans within minutes. Moreover, the engaging user-interface, jargon-free educational content, and intuitive navigation overhaul the conventional perception that financial planning is cumbersome and tedious. Cashvisory recently secured a INR12.00M Pre Seed Round investment from notable investors including We Founder Circle, EvolveX, SucSEED Indovation, and individual investors Deepika Asthana, Upasna Koul, Ashok Agrawal on 29 December 2023. The company operates in the Finance and Financial Services industries and is headquartered in India. This recent investment underlines the confidence and support from industry leaders, enhancing Cashvisory's potential for growth and impact.

Taxonomy: roboadvisory, smart technology, wealth planning, financial planning, automated solution, scalable solution, user interface, educational content, personal finance, investment management, startup

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round •••••• 6
Investor Investor Investor
•••• •••• 		29 Dec 2023

Cashvisory Alternatives & Competitors

Cashvisory vs
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors United States

Your money is important. It’s the result of your blood, sweat, and tears—and, it’s your foundation f...

12 employees
Finance, Financial Services
Cashvisory vs
Financial Insights Wealth Management
Financial Insights Wealth Management United States

Financial Insights, specializes in comprehensive wealth management & retirement planning.

13 employees
Financial Services, Insurance
Cashvisory vs
S.E.E.D. Planning Group, LLC
S.E.E.D. Planning Group, LLC United States

Fee-Only Financial Planning by Fiduciaries

31 employees
Financial Services, Wealth Management

FAQ About Cashvisory

India’s first gamified roboadvisory platform leveraging smart technology to bring wealth planning to every household.
Cashvisory was founded in 2020.
Cashvisory is headquartered in India.
Cashvisory operates in the following industries: Finance, Financial Services, Platforms.
Cashvisory has approximately 16 employees.
Cashvisory has completed 1 funding round, raising a total of $12.00M. The latest funding stage is Pre Seed.
Top alternatives and competitors to Cashvisory include Market Street Wealth Management Advisors, Financial Insights Wealth Management, S.E.E.D. Planning Group, LLC, KJH Financial Services, Rooted Planning Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Cashvisory and Market Street Wealth Management Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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