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 $10.59 million across 10 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
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Sectors
Financial Services
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Email
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Phone
*********
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$10.59 M (USD)
in 10 rounds
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Latest Funding Round
$4.67 M (USD), Angel Round
Mar 23, 2024
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Investors
Lead Angels
& 134 more
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Employee Count
Employee Count
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Funding Insights of Equentis Wealth Advisory Services
Equentis Wealth Advisory Services has successfully raised a total of $10.59M across 10 strategic funding rounds. The most recent funding activity was a Angel Round 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.
- Total Funding Total Funding
- Total Rounds 10
- Last Round Angel Round — $4.7M
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First Round
First Round
(11 May 2017)
- Investors Count 135
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2024 | Amount | Angel Round - Equentis Wealth Advisory Services | Valuation | Vipul Singh , Pradeep Tewari | |
| Nov, 2022 | Amount | Seed - Equentis Wealth Advisory Services | Valuation | Lead Angels , Infinity Smart Service |
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| Apr, 2022 | Amount | Angel Round - Equentis Wealth Advisory Services | Valuation | Prashant Shah , Rupanki Shah |
| 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 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. 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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Investment in high-growth startups and angel funding services in India.
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Founded Year | Domain | Location | |
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Offers investment sales, client education, secure payments, and lead generation services.
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Founded Year | Domain | Location | |
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Provides a suite of IT services to support business operations and technology needs.
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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 Equentis Wealth Advisory Services
| 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 - Equentis Wealth Advisory Services
| 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 |
Equentis Wealth Advisory Services Comparisons
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. 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 |
Provider of financial products and investment services
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| domain | founded_year | HQ Location |
Financial services including loans, insurance, and asset management are provided.
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| domain | founded_year | HQ Location |
Synechron is recognized as a global technology and AI consulting firm.
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| domain | founded_year | HQ Location |
Strategic consulting and advisory services for management decisions are provided.
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| domain | founded_year | HQ Location |
Financial advisory services are offered by Kotak Mutual Fund.
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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 Equentis Wealth Advisory Services
Frequently Asked Questions about Equentis Wealth Advisory Services
When was Equentis Wealth Advisory Services founded?
Equentis Wealth Advisory Services was founded in 2015 and raised its 1st funding round 2 years after it was founded.
Where is Equentis Wealth Advisory Services located?
Equentis Wealth Advisory Services is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Is Equentis Wealth Advisory Services a funded company?
Equentis Wealth Advisory Services is a funded company, having raised a total of $10.59M across 10 funding rounds to date. The company's 1st funding round was a Angel Round of $477.5K, raised on May 11, 2017.
What does Equentis Wealth Advisory Services do?
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.
Who are the top competitors of Equentis Wealth Advisory Services?
Equentis Wealth Advisory Services's top competitors include Prudent, Reliance Capital and Kotak Mutual Fund.
Who are Equentis Wealth Advisory Services's investors?
Equentis Wealth Advisory Services has 135 investors. Key investors include Lead Angels, Vipul Singh, Pradeep Tewari, Niranjan Kumar Seelam, and Sandeep Rajendrakumar Jain.
What is Equentis Wealth Advisory Services's valuation?
The valuation of Equentis Wealth Advisory Services is $162.6M as of Mar 2024.
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