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
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- 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.
Platform for finding and reviewing financial advisors securely.
People of Indyfin
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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.
Investors in Indyfin
Indyfin has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Leo Capital and WiserAdvisor.
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Venture capital fund investing in early stage, technology-centric opportunities
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Provides financial advisory services including planning, analysis, and wealth management.
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Investor details for Indyfin
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Investments & Acquisitions by Indyfin
Investment portfolio details for Indyfin
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Financial Statements - Indyfin
Detailed financials for Indyfin
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Indyfin Comparisons
Peer comparison for Indyfin
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Fractional home equity is sold online for interest-free loans.
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Retirement, health, and college savings services are administered nationwide.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Detailed competitors of Indyfin
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Latest news on Indyfin
Complete news archive for Indyfin
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Frequently Asked Questions about Indyfin
Indyfin was founded in 2017 and raised its 1st funding round 4 years after it was founded.
Indyfin is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Akshay Singh is the current CEO of Indyfin. They have also founded this company.
Indyfin is a funded company, having raised a total of $2M across 1 funding round to date.
As of Mar 30, 2024, the latest employee count at Indyfin is 1.
Annual revenue of Indyfin is $79.64K as on Mar 31, 2022.
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.
Indyfin's top competitors include MassMutual, The Tifin Group and Point Digital Finance.
Indyfin offers Investor Experience Platform.
Indyfin has 2 investors. Key investors include Leo Capital, and WiserAdvisor.