About Equentis Wealth Advisory Services
Equentis Wealth Advisory Services is a company based in Mumbai (India) founded in 2015 by Gaurav Goel, Manish Goel, and Arun Handa. Equentis Wealth Advisory Services has raised $10.65 million across 11 funding rounds from investors including Lead Angels, Vipul Singh and Pradeep Tewari. Equentis Wealth Advisory Services operates in a competitive market with competitors including Prudent, Reliance Capital, Synechron, Auctus Advisors and Kotak Mutual Fund, among others.
- Headquarter Mumbai, India
- Founders Gaurav Goel, Manish Goel, Arun Handa
- Stage Minicorn
-
Sectors
Financial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$10.65 M (USD)
in 11 rounds
-
Latest Funding Round
$4.67 M (USD), Angel Round
Mar 23, 2024
-
Investors
Lead Angels
& 134 more
-
Employee Count
Not available
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
Funding Insights of Equentis Wealth Advisory Services
Equentis Wealth Advisory Services has successfully raised a total of $10.65M across 11 strategic funding rounds. The most recent funding activity was a Angel Round of $4.67 million completed in March 2024. 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 Equentis Wealth Advisory Services
Equentis Wealth Advisory Services has secured backing from 135 investors, including angel, venture fund, and institutional investors. Prominent investors backing the company include Lead Angels, Vipul Singh and Pradeep Tewari.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Investment in high-growth startups and angel funding services in India.
|
Locked | Locked | Locked | |
|
Offers investment sales, client education, secure payments, and lead generation services.
|
Locked | Locked | Locked | |
|
Provides a suite of IT services to support business operations and technology needs.
|
Locked | Locked | Locked |
Investor details for Equentis Wealth Advisory Services
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Equentis Wealth Advisory Services
Investment portfolio details for Equentis Wealth Advisory Services
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Equentis Wealth Advisory Services
Detailed financials for Equentis Wealth Advisory Services
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Equentis Wealth Advisory Services Comparisons
Peer comparison for Equentis Wealth Advisory Services
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Equentis Wealth Advisory Services
Equentis Wealth Advisory Services 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 Prudent, Reliance Capital, Synechron, Auctus Advisors and Kotak Mutual Fund, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of financial products and investment services
|
|
| Locked | Locked | Locked |
Financial services including loans, insurance, and asset management are provided.
|
|
| Locked | Locked | Locked |
Synechron is recognized as a global technology and AI consulting firm.
|
|
| Locked | Locked | Locked |
Strategic consulting and advisory services for management decisions are provided.
|
|
| Locked | Locked | Locked |
Financial advisory services are offered by Kotak Mutual Fund.
|
Detailed competitors of Equentis Wealth Advisory Services
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Equentis Wealth Advisory Services
Complete news archive for Equentis Wealth Advisory Services
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 Equentis Wealth Advisory Services
Equentis Wealth Advisory Services was founded in 2015 and raised its 1st funding round 1 year after it was founded.
Equentis Wealth Advisory Services is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Equentis Wealth Advisory Services is a funded company, having raised a total of $10.65M across 11 funding rounds to date.
Equentis Wealth Advisory Services was founded in 2015 in Mumbai, India. An investment advisory and research platform is maintained, focusing on the financial services sector. Operations center on an AI-driven system that supports wealth creation through systematic investments in diversified portfolios of high-growth stocks. Services provided include personalized portfolios, real-time buy-hold-sell alerts, stock rebalancing, and access to AI algorithms for investment recommendations.
Equentis Wealth Advisory Services's top competitors include Prudent, Reliance Capital and Kotak Mutual Fund.
Equentis Wealth Advisory Services has 135 investors. Key investors include Lead Angels, Vipul Singh, Pradeep Tewari, Niranjan Kumar Seelam, and Sandeep Rajendrakumar Jain.
The valuation of Equentis Wealth Advisory Services is $162.6M as of Mar 2024.