About Cube Wealth
Cube Wealth is a Technology company based in Mumbai (India) founded in 2016 by Satyen V Kothari. Investment advisory and wealth management are offered via an application. Cube Wealth has raised $4.57 million across 4 funding rounds from investors including Zephyr Trading, Beenext and Asuka Holdings. Cube Wealth was last valued at $19.71 million in May 2017. Its chief executive, as recorded, is Satyen V Kothari. Its website bankoncube.com draws about 15 thousand monthly visits. Its Indian entity Cube Consumer Services Private Limited reported revenue of ₹1.06 Cr. Cube Wealth offers products and services including Cube Wealth App, Mutual Funds Service, SIP Investments, and Retirement Planning. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Dezerv, Wealthy and Nivesh; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Mumbai, India
- Founders Satyen V Kothari
- Stage Minicorn
- SectorsTechnology
- Email••••••••
- Website bankoncube.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Cube Consumer Services Private Limited
- Date of Incorporation 23 Jan, 2016
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹1.06 Cr
FY 2025 · -45% YoY
- Net Loss-₹45.6 Lakh
FY 2025 · -43% margin
- EBITDA-₹45.4 Lakh
FY 2025 · -43% margin
- Total Equity Funding$4.57M (USD)
in 4 rounds
- Latest Funding Round$500K (USD), Series A
Jun 2020
- InvestorsZephyr Trading
& 9 more
Associated legal entities of Cube Wealth
Cube Wealth operates through Cube Consumer Services 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 |
|---|---|---|---|---|---|---|---|
| Cube Consumer Services Private Limited CIN U72900MH2016PTC272326 | Active | 23 Jan 2016 | Mumbai, Maharashtra | ₹1.1 Cr | 124 | 2 | View details |
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.
App for personalized investment advice and portfolio management
Service for buying and managing various mutual fund types
Systematic investment plans for regular fund contributions
Tools for planning and optimizing retirement funds
Apps and channels of Cube Wealth
its YouTube channel Entrepreneur India has 62.2K subscribers and 30 videos.
Videos from Cube Wealth
The most watched videos on Cube Wealth's YouTube channel, Entrepreneur India (62.2K subscribers). Click a video to play it here.
More on Entrepreneur India.
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.
- Total Funding $4.57M
- Total Rounds 4
- Last Round Series A — $500,000
- First Round $1.69M
(Sep 2016)
- Investors Count 10
All 4 funding rounds of Cube Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2020 | $500,000 | Series A | – | – | |
| Oct 2018 | $2M | Series A | – | Beenext, 500 Global | – |
| May 2017 | $384,338 | Series A | $19.71M | Mamoru Taniya | |
| Sep 2016 | $1.69M | Series A | $18.77M | Zephyr Trading |
| Date | Valuation | Stage |
|---|---|---|
| May 2017 | $19.71M | •••••••• |
| Sep 2016 | $18.77M | •••••••• |
Last known valuation $19.71M (May 2017). 10 investors in total: 8 institutional and 2 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage venture capital fund | beenext.com | Singapore, Singapore | ||
Private equity firm investing in multiple sectors | asuka-holdings.com | Tokyo, Japan | ||
Venture capital and acceleration are provided to tech startups. | 500.co | Ho Chi Minh City, Vietnam | ||
Seed-stage investments are targeted globally by this venture capital firm. | durians.500.co | Singapore, Singapore | ||
Engine spare parts, injection components, and other products are distributed. | 1974 | zephyrtrading.com | La Spezia, Italy | |
Offers investment management services focused on portfolio construction and risk assessment. | 2006 | jubileelab.com | Tokyo, Japan | |
Provides comprehensive event management and wedding services for memorable occasions. | 2013 | pinkginger.net | Bradford, United Kingdom | |
MT Mamoru Taniya | Japanese angel investor in Indian startups, Chairman of Asuka Holdings | unknown_7a2c5911787e4b65a | ||
RV Rajeev V Venkayya | unknown_9b6d71599d9c4a599 |
Investor details for Cube Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Cube Consumer Services Private Limited (Cube Wealth)
Cube Consumer Services Private Limited is the primary company behind Cube Wealth. The board of Cube Consumer Services Private Limited currently have 2 directors; the longest-serving is Neena Vijay Kothari, appointed in 2016.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Neena Vijay Kothari DIN 07403257 | Director | 23 Jan 2016 | 10 yrs 9 mo | Cube Consumer Services Private Limited |
| Satyen Vijay Kothari DIN 01817020 | Director | 23 Jan 2016 | 10 yrs 9 mo | Cube Consumer Services Private Limited |
People of Cube Wealth
1 people are tracked at Cube Wealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder & CEO | Leadership |
Complete people profiles for Cube Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Cube Wealth
Figures of Cube Consumer Services Private Limited, the primary company behind Cube Wealth, for FY 2025. Revenue was ₹1.06 Cr (-45% year on year). Net loss was -₹45.6 Lakh (-43% margin). EBITDA was -₹45.4 Lakh (-43% margin). Revenue has grown at a compounded annual rate of -7% over three years and +4% over five years.
- ₹1.06 CrRevenue · FY 2025 · -45% YoY
- -₹45.6 LakhNet loss · -43% margin
- -₹45.4 LakhEBITDA · -43% margin
- ₹1.21 CrPaid-up capital
- 124Employees (provident fund records)
- -7%Revenue CAGR, 3 years
- +4%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Cube Consumer Services Private Limited are on its company page.
Detailed financial statements for Cube Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of Cube Wealth
4 dated milestones of Cube Wealth across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Cube Wealth is founded.
- Funding First funding round of $1.7M.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Series A, of $500K.
Competitors of Cube Wealth
Cube Wealth has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and Nivesh.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. |
Detailed competitors of Cube Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Cube Wealth
The website of Cube Wealth (bankoncube.com) receives about 15.2K visits a month.
- Monthly visits15.2K
▲ 5.5% vs previous month
Websites whose visitors overlap most with Cube Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| amurcapital.ca | 100% | 6.8K | #3,407,032 | View details | |
finedge.in | finedge.in | 83% | #559,535 | – | |
| moneyfront.in | 82% | 4K | #3,381,063 | View details | |
| assetmonk.com | 82% | 12.5K | #1,744,597 | View details | |
cafsmoney.com | cafsmoney.com | 81% | #710,049 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Cube Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Cube Wealth (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 549.14 M | 3,823 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Cube Wealth
Complete news archive for Cube Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 CEO of Cube Wealth, as recorded in our data. 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. The company's 1st funding round was a Series A of $1.69M, raised on Sep 2016.
The primary company behind Cube Wealth, Cube Consumer Services Private Limited, reported revenue of ₹1.06 Cr for FY 2025, down 45% year on year.
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 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.
Cube Wealth operates through Cube Consumer Services Private Limited.
The legal entities of Cube Wealth currently have 2 directors, including Neena Vijay Kothari, Satyen Vijay Kothari.