Advantage Fintech

Bengaluru, India Founded: 2020 • Age: 6 yrs
Platform for wealth management, CRM, risk profiling, and compliance for financial advisors.
Annual revenue $29,111 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 11 Brand Intelligence

About Advantage Fintech

Advantage Fintech is a company based in Bengaluru (India) founded in 2020. It operates as a SaaS and B2B. Advantage Fintech offers products and services including Finesse and Tilt. Advantage Fintech operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Centricity, among others.

  • Headquarter Bengaluru, India
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Advantage Fintech Private Limited
  • Date of Incorporation 10 Feb, 2020
  • Jurisdiction Bangalore, Karnataka, India
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $29.11 K (USD)
    469.69
    as on Mar 31, 2023
  • Net Profit
    -$15.17 K (USD)
    43.21
    as on Mar 31, 2023
  • EBITDA
    -$660.84 (USD)
    96.63
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Advantage Fintech

Advantage Fintech offers a comprehensive portfolio of products and services, including Finesse and Tilt.

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Primary

Unified platform for multi-asset management, CRM, and compliance tools.

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Tool to assess client risk behavior and improve investment decisions.

Funding Insights of Advantage Fintech

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Detailed funding history for Advantage Fintech

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Investments & Acquisitions by Advantage Fintech

Investments
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Investment portfolio details for Advantage Fintech

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Financial Statements - Advantage Fintech

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Detailed financials for Advantage Fintech

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Advantage Fintech Comparisons

Advantage Fintech Primary company
Description
Platform for wealth management, CRM, risk profiling, and com...
Location
Bengaluru, India
Founded Year
2020
Annual Revenue
$29.11 K (USD)
Net Profit
-$15.17 K (USD)
EBITDA
-$660.84 (USD)
Employees
Not available
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Peer comparison for Advantage Fintech

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Competitors of Advantage Fintech

Advantage Fintech operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, sei, Avaloq, 360 One and Centricity, among others.

Company Name Domain Founded year HQ Location Description
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Wealth management solutions are delivered for investment advisors.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Digital private wealth management platform for individuals
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Cloud-based solutions are offered for wealth management and financial advising.
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Detailed competitors of Advantage Fintech

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Latest news on Advantage Fintech

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Complete news archive for Advantage Fintech

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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.

Annual revenue of Advantage Fintech is $29.11K as on Mar 31, 2023.

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 Addepar, Delta Capita and sei.

Advantage Fintech offers Finesse and Tilt.

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