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Wealthy logo — Empowering optimal financial decisions and personalized port...

Wealthy

Empowering optimal financial decisions and personalized portfolio management for maximizing your wealth.

Founded 2015 51-200 employees Series Unknown Total: $1.01B Financial Services, Fintech +2

General Information

Company Name Wealthy
Founded Year 2015
Employees 51-200
Industries Financial Services, Fintech, Mobile +1
Funding Stage Series Unknown
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About Wealthy

Wealthy is a financial technology startup founded in 2015 that focuses on empowering individuals to make optimal financial decisions and personalized portfolio management in order to maximize their wealth. The company's slogan, "Empowering optimal financial decisions and personalized portfolio management for maximizing your wealth." captures the essence of their mission. Wealthy offers innovative wealth management software that suggests optimal portfolio strategies and handles investment decisions. The platform aids in asset allocation, diversification, rebalancing, and automated data entry while offering insightful wealth management analytics. This enables clients to manage their assets according to their specific needs and maximize their financial outcomes. The company operates within the Financial Services, Fintech, and Wealth Management industries, targeting individuals and businesses seeking to optimize their financial positions. Wealthy recently secured a significant INR450.00M Venture Round investment on 30 May 2024, with key investors including Good Capital, Alpha Wave Incubation, and Savrola Lakshmi. This investment showcases the confidence of reputable investors in the company's vision and potential for growth.

Taxonomy: Wealth Management, Portfolio Management, Asset Allocation, Diversification, Financial Planning, Investments, Stocks, Mutual Funds, Retirement Planning, Tax Saving, Portfolio Tracking, Financial Advisor, Investment Advisor, Wealth Tracker, Financial App

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round •••••• 3
Investor Investor
•••• •••• 		30 May 2024
Series A •••••• 5
Investor Investor Investor Investor Investor
08 Feb 2022
Seed Round •••••• 7
Investor Investor Investor Investor Investor Investor Investor
23 Oct 2019
Seed Round •••••• 1
Investor
01 Jun 2017
Seed Round •••••• 1
Investor
19 Jul 2016

View All 6 Funding Rounds

Latest News

View All
Sprinto raises $20 million in funding from Accel, Elevation Capital, Blume Ventures — M.economictimes.com
Sprinto raises $20 million in funding from Accel, Elevation Capital, Blume Ventures
M.economictimes.com Apr 09, 2024

Wealthy Alternatives & Competitors

Wealthy vs
SC Capital Advisors
SC Capital Advisors United States

Plan, Invest, Relax

2 employees
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Wealthy vs
Cornerstone Wealth Management
Cornerstone Wealth Management United States

A fee-only, investment management & financial planning firm located in Westlake, OH serving clients...

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Wealthy vs
Koss Olinger
Koss Olinger United States

Invested In You

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FAQ About Wealthy

Empowering optimal financial decisions and personalized portfolio management for maximizing your wealth.
Wealthy was founded in 2015.
Wealthy operates in the following industries: Financial Services, Fintech, Mobile, Wealth Management.
Wealthy has approximately 51-200 employees.
Wealthy has completed 6 funding rounds, raising a total of $1.01B. The latest funding stage is Series Unknown.
Top alternatives and competitors to Wealthy include SC Capital Advisors, Cornerstone Wealth Management, Koss Olinger, Brophy Wealth Management, LLC, Babylon Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealthy and SC Capital 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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