About Indyfin
Indyfin is a Financial Services company based in Dallas (United States) founded in 2017 by Vijay Verma and Akshay Singh, and was acquired by WiserAdvisor in August 2023. Online financial planning platform. It operates in the Financial Services and Technology sectors. Indyfin has raised $2 million across 1 funding round from investors including Leo Capital and WiserAdvisor. The company has 1 employees. Its chief executive, as recorded, is Akshay Singh. Its website indyfin.com draws about 33 thousand monthly visits. Indyfin offers products and services including Investor Experience Platform. Its focus areas include Asset Management, Financial Advisors, FinTech and Investment Tech. Its legal entity in India is Indyfin Technology Private Limited (U72900DL2021FTC387866). Its competitors include MassMutual, American Family Insurance and The Tifin Group; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Dallas, United States
- Employees 1
- Founders Vijay Verma, Akshay Singh
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website indyfin.com
- Social LinkedIn X Facebook
- Acquired by WiserAdvisor (Aug 2023)
- Legal Name Indyfin Technology Private Limited
- Date of Incorporation 07 Oct, 2021
- Jurisdiction Delhi, India
- Indian entity revenue₹7,534
FY 2025 · -100% YoY
- Indian entity net loss-₹2.7 Lakh
FY 2025 · -3539% margin
- Indian entity EBITDA-₹1.7 Lakh
FY 2025 · -2215% margin
- Total Equity Funding$2M (USD)
in 1 rounds
- Latest Funding Round$2M (USD), Seed
Aug 2021
- InvestorsLeo Capital
& 1 more
- Employee Count1
- Acquired byWiserAdvisor
(Aug 2023)
Associated legal entities of Indyfin
Indyfin operates through Indyfin Technology Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Indyfin Technology Private Limited CIN U72900DL2021FTC387866 | Active | 07 Oct 2021 | Delhi, Delhi | ₹0.0 Cr | 2 | View details |
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.
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 $2M
- Total Rounds 1
- Last Round Seed — $2M
- First Round $2M
(Aug 2021)
- Investors Count 1
All 1 funding rounds of Indyfin with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2021 | $2M | Seed | – | Leo Capital | – |
2 investors in total: 2 institutional.
Investors in Indyfin
Indyfin has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Leo Capital and WiserAdvisor.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital fund investing in early stage, technology-centric opportunities | 2017 | leo.capital | Delhi, India | |
Provides financial advisory services including planning, analysis, and wealth management. | 1998 | wiseradvisor.com | Fairfax, United States |
Investor details for Indyfin
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Indyfin Technology Private Limited (Indyfin)
Indyfin Technology Private Limited is the primary company behind Indyfin. The board of Indyfin Technology Private Limited currently have 2 directors; the longest-serving is Akshay Singh, appointed in 2021. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Akshay Singh DIN 09350259 | Director | 07 Oct 2021 | 5 yrs | Indyfin Technology Private Limited |
| Jeetendra Singh DIN 08562666 | Director | 26 Mar 2022 | 4 yrs 7 mo | Indyfin Technology Private Limited |
People of Indyfin
6 people are tracked at Indyfin (2 in leadership, 4 in team); the tracked headcount is 1.
| Name | Role | Group |
|---|---|---|
Vijay Verma | Co-Founder | Leadership |
| Co-Founder & CEO | Leadership | |
Jacob Johnstone | Client Relationship Specialist | Team |
Gabe Vandruff | Client Relationship Specialist | Team |
Tessa Erickson | Account Management | Team |
Ruchin Kansal | Senior Technical Architect | Team |
Complete people profiles for Indyfin
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Indyfin
Figures of Indyfin Technology Private Limited, the primary company behind Indyfin, for FY 2025. Revenue was ₹7,534 (-100% year on year). Net loss was -₹2.7 Lakh (-3539% margin). EBITDA was -₹1.7 Lakh (-2215% margin). Revenue has grown at a compounded annual rate of -90% over three years.
- ₹7,534Revenue · FY 2025 · -100% YoY
- -₹2.7 LakhNet loss · -3539% margin
- -₹1.7 LakhEBITDA · -2215% margin
- ₹1 LakhPaid-up capital
- -90%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Indyfin Technology Private Limited are on its company page.
Detailed financial statements for Indyfin
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of Indyfin
3 dated milestones of Indyfin across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Indyfin is founded.
- Funding First funding round of $2.0M.
- Exit Acquired by WiserAdvisor.
Competitors of Indyfin
Indyfin has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and The Tifin Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. |
Detailed competitors of Indyfin
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Indyfin
The website of Indyfin (indyfin.com) receives about 32.9K visits a month and ranks #998,077 among all websites worldwide, #8,990 in Investing.
- Monthly visits32.9K
▼ 3.4% vs previous month
- Unique visitors20.5K
per month
- Global rank#998,077
among all websites
- Category rank#8,990
Finance · Investing
- Bounce rate72%
- Pages per visit1.5
- Average visit24 sec
- DevicesDesktop 59% · Mobile 41%
Websites whose visitors overlap most with Indyfin. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
smartadvisormatch.com | smartadvisormatch.com | 100% | #988,959 | – | |
| berkshirehathaway.com | 94% | 527.9K | #85,050 | View details | |
| ceritypartners.com | 80% | 88.3K | #394,841 | View details | |
| fidelity.com | 79% | 129.5M | #275 | View details | |
raymondjames.ca | raymondjames.ca | 77% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 38 similar websites and full traffic analytics for Indyfin
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 38 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Indyfin (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about 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 CEO of Indyfin, as recorded in our data. They have also founded this 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 2021.
Indyfin has 1 employees.
The primary company behind Indyfin, Indyfin Technology Private Limited, reported revenue of ₹7,534 for FY 2025, down 100% year on year.
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 American Family Insurance.
Indyfin offers Investor Experience Platform.
Indyfin has 2 investors. Key investors include Leo Capital, and WiserAdvisor.
Indyfin operates through Indyfin Technology Private Limited.
Yes. Indyfin was acquired by WiserAdvisor in August 2023.