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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 Venture round 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 Venture round
Social

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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.

Business keywords: 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)

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Funding Stage Amount Investors Lead Investors Date
Venture Round INR450.00M 3
Good Capital Alpha Wave Incubation
Good Capital, Alpha Wave Incubation +1
30 May 2024
Series A INR560.00M 5
Venture Highway Good Capital Alpha Wave Incubation
Venture Highway, Good Capital +3
08 Feb 2022
Seed Round $1.30M 7
Venture Highway Globevestor Good Capital
Venture Highway, Globevestor +5
23 Oct 2019
Seed Round Undisclosed 1
OperatorVC
OperatorVC
01 Jun 2017
Seed Round Undisclosed 1
Smile Group
Smile Group
19 Jul 2016
Seed Round $240.00K 5
Investopad
Investopad, Zishaan Hayath +3
17 Mar 2016

Latest News

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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

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Wealthy vs
Great Point Wealth Advisors, LLC
Great Point Wealth Advisors, LLC United States

Emerging, Independent, and Generational Wealth Management

5 employees
Financial Services, Wealth Management
Wealthy vs
Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. United States

Delta Financial Advisors, Inc. is a Kensington, MD based financial planning and wealth management fi...

23 employees
Finance, Financial Services
Wealthy vs
5nance.com
5nance.com India

5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.

49 employees
Financial Services, Fintech
View all alternatives

FAQ About Wealthy

Empowering optimal financial decisions and personalized portfolio management for maximizing your wealth.
Wealthy was founded in 2015.
Wealthy operates in Financial Services, Fintech, Mobile and Wealth Management. Its work centres on Wealth Management, Portfolio Management, Asset Allocation and Diversification.
Wealthy has approximately 51-200 employees.
Wealthy has completed 6 funding rounds, raising a total of $1.01B. The latest funding stage is Venture round.
Top alternatives and competitors to Wealthy include Great Point Wealth Advisors, LLC, Delta Financial Advisors, Inc., 5nance.com, Persium Group, Resource Planning Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealthy and Great Point Wealth Advisors, LLC 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.

Source: BounceWatch company record for Wealthy, https://bouncewatch.com/company/wealthy, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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