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
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Sectors
Technology
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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
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Annual Revenue
$218.44 K (USD)39.24as on Mar 31, 2023
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Net Profit
$3.79 K (USD)101.85as on Mar 31, 2023
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EBITDA
$20.65 K (USD)110.98as on Mar 31, 2023
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Total Equity Funding
$4.57 M (USD)
in 4 rounds
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Latest Funding Round
$500 K (USD), Series A
Jun 01, 2020
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Investors
Zephyr Trading
& 9 more
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
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 Total Funding
- Total Rounds 4
- Last Round Series A — $500,000
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First Round
First Round
(01 Sep 2016)
- Investors Count 10
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2020 | Amount | Series A - Cube Wealth | Valuation |
investors |
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| Oct, 2018 | Amount | Series A - Cube Wealth | Valuation | Beenext , 500 Global |
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| May, 2017 | Amount | Series A - Cube Wealth | Valuation | Mamoru Taniya |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Early-stage venture capital fund
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Founded Year | Domain | Location | |
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Private equity firm investing in multiple sectors
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Founded Year | Domain | Location | |
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Venture capital and acceleration are provided to tech startups.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cube Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cube Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cube Wealth Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Investment solutions and portfolio management are provided for affluent individuals.
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| domain | founded_year | HQ Location |
Digital wealth management platform is offered for personalized investments.
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| domain | founded_year | HQ Location |
Wealth management and financial products are provided online for individuals.
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| domain | founded_year | HQ Location |
Asset & wealth management platform
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| domain | founded_year | HQ Location |
App-based mutual fund investment platform
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cube Wealth
Frequently Asked Questions about Cube Wealth
When was Cube Wealth founded?
Cube Wealth was founded in 2016.
Where is Cube Wealth located?
Cube Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Who is the current CEO of Cube Wealth?
Satyen V Kothari is the current CEO of Cube Wealth. They have also founded this company.
Is Cube Wealth a funded 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 $384.34K, raised on Sep 01, 2016.
What is the annual revenue of Cube Wealth?
Annual revenue of Cube Wealth is $218.44K as on Mar 31, 2023.
What does Cube Wealth do?
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.
Who are the top competitors of Cube Wealth?
What products or services does Cube Wealth offer?
Cube Wealth offers Cube Wealth App, Mutual Funds Service, SIP Investments, and Retirement Planning.
Who are Cube Wealth's investors?
Cube Wealth has 10 investors. Key investors include Zephyr Trading, Beenext, Asuka Holdings, 500 Global, and Mamoru Taniya.
What is Cube Wealth's valuation?
The valuation of Cube Wealth is $19.71M as of May 2017.
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