About Advantage Fintech
Advantage Fintech is a Financial Services company based in Bengaluru (India) founded in 2020. Platform for wealth management, CRM, risk profiling, and compliance for financial advisors. It operates on a SaaS and B2B model. Its Indian entity Advantage Fintech Private Limited reported revenue of ₹96.8 Lakh. Advantage Fintech offers products and services including Finesse and Tilt. Its focus areas include FinTech, Wealth Management Tech, Investment Advisory and RIA Platforms. Its competitors include 360 One and Centricity; 1 of its 2 listed competitors has raised funding.
Company details
Advantage Fintech provides a comprehensive software solution for Registered Investment Advisors, featuring tools for multi-asset management, CRM, risk profiling, and regulatory compliance. The platform enables seamless integration with industry partners, helps track client portfolios, and generates detailed reports. Based in Bengaluru, India, it serves financial professionals by streamlining operations and enhancing client services through secure and scalable features.
- Headquarters Bengaluru, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website advantagefintech.com
- Social LinkedIn
- Legal Name Advantage Fintech Private Limited
- Date of Incorporation 10 Feb, 2020
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹96.8 Lakh
FY 2025 · +97% YoY
- Net Profit₹30 Lakh
FY 2025 · 31% margin
- EBITDA₹59.8 Lakh
FY 2025 · 62% margin
Associated legal entities of Advantage Fintech
Advantage Fintech operates through Advantage Fintech Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Advantage Fintech Private Limited CIN U72900KA2020PTC132504 | Active | 10 Feb 2020 | Bangalore, Karnataka | ₹1.0 Cr | 4 | View details |
Products & Services of Advantage Fintech
Advantage Fintech offers a comprehensive portfolio of products and services, including Finesse and Tilt.
Unified platform for multi-asset management, CRM, and compliance tools.
Tool to assess client risk behavior and improve investment decisions.
Board of directors of Advantage Fintech Private Limited (Advantage Fintech)
Advantage Fintech Private Limited is the primary company behind Advantage Fintech. The board of Advantage Fintech Private Limited currently have 4 directors; the longest-serving is Nanjegowda Siddaramappa Nagaraja, appointed in 2020. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Nanjegowda Siddaramappa Nagaraja DIN 01738531 | Director | 10 Feb 2020 | 6 yrs 8 mo | Advantage Fintech Private Limited |
| Madhu Krishna Iyengar DIN 02958602 | Director | 10 Feb 2020 | 6 yrs 8 mo | Advantage Fintech Private Limited |
| Nehal C Merchant DIN 08722771 | Director | 17 Aug 2021 | 5 yrs 2 mo | Advantage Fintech Private Limited |
| Uday Kumar Dhoot DIN 07188576 | Director | 17 Aug 2021 | 5 yrs 2 mo | Advantage Fintech Private Limited |
Financials of Advantage Fintech
Figures of Advantage Fintech Private Limited, the primary company behind Advantage Fintech, for FY 2025. Revenue was ₹96.8 Lakh (+97% year on year). Net profit was ₹30 Lakh (31% margin). EBITDA was ₹59.8 Lakh (62% margin). Revenue has grown at a compounded annual rate of +183% over three years.
- ₹96.8 LakhRevenue · FY 2025 · +97% YoY
- ₹30 LakhNet profit · 31% margin
- ₹59.8 LakhEBITDA · 62% margin
- ₹2.3 LakhPaid-up capital
- +183%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Advantage Fintech Private Limited are on its company page.
Detailed financial statements for Advantage Fintech
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Competitors of Advantage Fintech
Advantage Fintech has 2 listed competitors in our database, 1 of them funded. They include 360 One and Centricity.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| centricity.co.in | 2022 | Gurugram, India | $24.05M | 458 | Digital private wealth management platform for individuals |
Detailed competitors of Advantage Fintech
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Advantage Fintech (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Advantage Fintech
Advantage Fintech was founded in 2020.
Advantage Fintech is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
The primary company behind Advantage Fintech, Advantage Fintech Private Limited, reported revenue of ₹96.8 Lakh for FY 2025, up 97% year on year.
Advantage Fintech provides a comprehensive software solution for Registered Investment Advisors, featuring tools for multi-asset management, CRM, risk profiling, and regulatory compliance. The platform enables seamless integration with industry partners, helps track client portfolios, and generates detailed reports. Based in Bengaluru, India, it serves financial professionals by streamlining operations and enhancing client services through secure and scalable features.
Advantage Fintech's top competitors include Centricity and 360 One.
Advantage Fintech offers Finesse and Tilt.
Advantage Fintech operates through Advantage Fintech Private Limited.
The legal entities of Advantage Fintech currently have 4 directors, including Nanjegowda Siddaramappa Nagaraja, Nehal C Merchant, Uday Kumar Dhoot and others.