Finzard

Mumbai, India Founded: 2021 • Age: 5 yrs
App for managing investments, goals, cash flow, and risk profiles effectively.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 4 Services tracked
Competitors 7 Brand Intelligence

About Finzard

Finzard is a company based in Mumbai (India) founded in 2021 by Harsh Shah and Sahana Shah. It operates as a B2C and D2C. Finzard offers products and services including Goal Planning, Investment Management, Cash Flow Management, and Insurance Coverage Review. Finzard operates in a competitive market with competitors including Dezerv, Wealthy, Nivesh, Cube Wealth and ASK Group, among others.

  • Headquarter Mumbai, India
  • Founders Harsh Shah, Sahana Shah
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Fingo App Private Limited
  • Date of Incorporation 17 Jun, 2020
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    -$2.6 K (USD)
    -125.8
    as on Mar 31, 2022
  • EBITDA
    -$2.6 K (USD)
    -159.95
    as on Mar 31, 2022
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Finzard

Finzard offers a comprehensive portfolio of products and services, including Goal Planning, Investment Management, Cash Flow Management, and Insurance Coverage Review.

Product name locked
Category locked
Primary

Feature for organizing and tracking financial goals and budgets.

Product name locked
Category locked
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Tool to link and monitor investments like stocks and mutual funds.

Product name locked
Category locked
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System for tracking transactions and spending limits.

Product name locked
Category locked
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App function to evaluate and manage insurance needs.

Funding Insights of Finzard

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Detailed funding history for Finzard

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Finzard

Investments
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Investment portfolio details for Finzard

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Finzard

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Detailed financials for Finzard

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Finzard Comparisons

Finzard Primary company
Description
App for managing investments, goals, cash flow, and risk pro...
Location
Mumbai, India
Founded Year
2021
Annual Revenue
Not available
Net Profit
-$2.6 K (USD)
EBITDA
-$2.6 K (USD)
Employees
Not available
Premium access

Peer comparison for Finzard

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  • Named peers
  • Headcount comparison
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Competitors of Finzard

Finzard 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, Cube Wealth and ASK Group, 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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Investment advisory and wealth management are offered via an application.
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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 Finzard

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  • Domains and locations
  • Full company profiles
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Latest news on Finzard

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Complete news archive for Finzard

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  • Source and publication date
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Frequently Asked Questions about Finzard

Finzard was founded in 2021.

Finzard is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

Harsh Shah is the current CEO of Finzard. They have also founded this company.

Finzard is a mobile app that provides automated financial planning through intelligent graphs, reminders, and goal organization. It enables users to link portfolios with platforms like Zerodha for consolidated investment tracking, cash flow management, and insurance reviews. The app analyzes budgets, risks, and recommendations to help users grow their net worth. While integrated with various financial services, its primary focus is on personal finance tools.

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

Finzard offers Goal Planning, Investment Management, Cash Flow Management, and Insurance Coverage Review.

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