About Indyfin
Indyfin is a company based in Dallas (United States) founded in 2017 by Vijay Verma and Akshay Singh was acquired by WiserAdvisor in August 2023.. Indyfin has raised $2 million across 1 funding round from investors including Leo Capital and WiserAdvisor. The company has 1 employees as of March 30, 2024. Indyfin offers products and services including Investor Experience Platform. Indyfin operates in a competitive market with competitors including MassMutual, American Family Insurance, The Tifin Group, Point Digital Finance and Ascensus, among others.
- Headquarter Dallas, United States
- Employees 1 as on 30 Mar, 2024
- Founders Vijay Verma, Akshay Singh
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Sectors
Financial ServicesTechnology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Indyfin Technology Private Limited
- Date of Incorporation 07 Oct, 2021
- Jurisdiction Delhi, Delhi, India
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Annual Revenue
$79.64 K (USD)0as on Mar 31, 2022
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Net Profit
$4.24 K (USD)0as on Mar 31, 2022
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EBITDA
$68.48 K (USD)0as on Mar 31, 2022
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Total Equity Funding
$2 M (USD)
in 1 rounds
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Latest Funding Round
$2 M (USD), Seed
Aug 26, 2021
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Investors
Leo Capital
& 1 more
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Employee Count
1
as on Mar 30, 2024
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Acquired by
WiserAdvisor
(Aug 02, 2023)
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Products & Services of Indyfin
Indyfin offers a comprehensive portfolio of products and services, including Investor Experience Platform. 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.
Platform for finding and reviewing financial advisors securely.
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Funding Insights of Indyfin
Indyfin has successfully raised a total of $2M through 1 strategic funding round. The most recent funding activity was a Seed round of $2 million completed in August 2021. 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 1
- Last Round Seed — $2.0M
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First Round
First Round
(26 Aug 2021)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2021 | Amount | Seed - Indyfin | Valuation | Leo Capital |
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| 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 Indyfin
Indyfin has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Leo Capital and WiserAdvisor. 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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Venture capital fund investing in early stage, technology-centric opportunities
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Founded Year | Domain | Location | |
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Provides financial advisory services including planning, analysis, and wealth management.
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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 Indyfin
| 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 - Indyfin
| 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 |
Indyfin Comparisons
Competitors of Indyfin
Indyfin 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 MassMutual, American Family Insurance, The Tifin Group, Point Digital Finance and Ascensus, 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 |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Indyfin
Frequently Asked Questions about Indyfin
When was Indyfin founded?
Indyfin was founded in 2017 and raised its 1st funding round 4 years after it was founded.
Where is Indyfin located?
Indyfin is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Who is the current CEO of Indyfin?
Akshay Singh is the current CEO of Indyfin. They have also founded this company.
Is Indyfin a funded company?
Indyfin is a funded company, having raised a total of $2M across 1 funding round to date. The company's 1st funding round was a Seed of $2M, raised on Aug 26, 2021.
How many employees does Indyfin have?
As of Mar 30, 2024, the latest employee count at Indyfin is 1.
What is the annual revenue of Indyfin?
Annual revenue of Indyfin is $79.64K as on Mar 31, 2022.
What does Indyfin do?
Indyfin was founded in 2017 and is headquartered in Dallas, United States. An AI-driven online platform is operated to connect users with financial advisors and investment managers. Services focus on financial planning within the fintech sector, enabling access to professional guidance for investment decisions. Operations are conducted digitally, serving clients across the United States.
Who are the top competitors of Indyfin?
Indyfin's top competitors include MassMutual, The Tifin Group and Point Digital Finance.
What products or services does Indyfin offer?
Indyfin offers Investor Experience Platform.
Who are Indyfin's investors?
Indyfin has 2 investors. Key investors include Leo Capital, and WiserAdvisor.