Cube Wealth

Mumbai, India Founded: 2016 • Age: 10 yrs
Investment advisory and wealth management are offered via an application.
Annual revenue $218,443 Latest available
Total funding $4.6M 4 rounds
Employees - Tracked headcount
Investors 10 Known backers
Products 4 Services tracked
Competitors 6 Brand Intelligence

About Cube Wealth

Cube Wealth is a company based in Mumbai (India) founded in 2016 by Satyen V Kothari. Cube Wealth has raised $4.57 million across 4 funding rounds from investors including Zephyr Trading, Beenext and Asuka Holdings. Cube Wealth offers products and services including Cube Wealth App, Mutual Funds Service, SIP Investments, and Retirement Planning. Cube Wealth operates in a competitive market with competitors including Dezerv, Wealthy, Nivesh, ASK Group and ET Money, among others.

  • Headquarter Mumbai, India
  • Founders Satyen V Kothari
  • Stage Minicorn
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Cube Consumer Services Private Limited
  • Date of Incorporation 23 Jan, 2016
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $218.44 K (USD)
    39.24
    as on Mar 31, 2023
  • Net Profit
    $3.79 K (USD)
    101.85
    as on Mar 31, 2023
  • EBITDA
    $20.65 K (USD)
    110.98
    as on Mar 31, 2023
  • Total Equity Funding
    $4.57 M (USD)

    in 4 rounds

  • Latest Funding Round
    $500 K (USD), Series A

    Jun 01, 2020

  • Investors
  • Employee Count
    Not available
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Products & Services of Cube Wealth

Cube Wealth offers a comprehensive portfolio of products and services, including Cube Wealth App, Mutual Funds Service, SIP Investments, and Retirement Planning.

Product name locked
Category locked
Primary

App for personalized investment advice and portfolio management

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Service for buying and managing various mutual fund types

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Systematic investment plans for regular fund contributions

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Tools for planning and optimizing retirement funds

Funding Insights of Cube Wealth

Cube Wealth has successfully raised a total of $4.57M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $500 thousand completed in June 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Cube Wealth

Cube Wealth has secured backing from 10 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include Zephyr Trading, Beenext and Asuka Holdings.

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Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Early-stage venture capital fund
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Private equity firm investing in multiple sectors
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Venture capital and acceleration are provided to tech startups.
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Investor details for Cube Wealth

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Investments & Acquisitions by Cube Wealth

Investments
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Investment portfolio details for Cube Wealth

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Financial Statements - Cube Wealth

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Detailed financials for Cube Wealth

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Cube Wealth Comparisons

Cube Wealth Primary company
Description
Investment advisory and wealth management are offered via an...
Location
Mumbai, India
Founded Year
2016
Annual Revenue
$218.44 K (USD)
Net Profit
$3.79 K (USD)
EBITDA
$20.65 K (USD)
Employees
Not available
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Peer comparison for Cube Wealth

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Competitors of Cube Wealth

Cube Wealth 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 Dezerv, Wealthy, Nivesh, ASK Group and ET Money, among others.

Company Name Domain Founded year HQ Location Description
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Investment solutions and portfolio management are provided for affluent individuals.
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Digital wealth management platform is offered for personalized investments.
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Wealth management and financial products are provided online for individuals.
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Asset & wealth management platform
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App-based mutual fund investment platform
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Detailed competitors of Cube Wealth

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Latest news on Cube Wealth

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Complete news archive for Cube Wealth

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Frequently Asked Questions about Cube Wealth

Cube Wealth was founded in 2016.

Cube Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

Satyen V Kothari is the current CEO of Cube Wealth. They have also founded this company.

Cube Wealth is a funded company, having raised a total of $4.57M across 4 funding rounds to date.

Annual revenue of Cube Wealth is $218.44K as on Mar 31, 2023.

Founded in 2016 in Mumbai, India, Cube Wealth operates in the fintech sector. An application is provided for investment advisory and wealth management services. Access to curated investment options across various asset types is enabled, along with planning resources. Tools for portfolio diversification and risk assessment are included to support user needs in wealth management.

Cube Wealth's top competitors include Dezerv, Wealthy and ET Money.

Cube Wealth offers Cube Wealth App, Mutual Funds Service, SIP Investments, and Retirement Planning.

Cube Wealth has 10 investors. Key investors include Zephyr Trading, Beenext, Asuka Holdings, 500 Global, and Mamoru Taniya.

The valuation of Cube Wealth is $19.71M as of May 2017.

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