About InvestWell
InvestWell is a company based in Gurugram (India) founded in 2000. It operates as a SaaS, and B2B. The company has 52 employees as of March 31, 2023. InvestWell offers products and services including Investwell Mint, Mobile App, Website Development, and Financial Tools. InvestWell operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter Gurugram, India
- Employees 52 as on 31 Mar, 2023
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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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- Legal Name Excel Net Solutions Private Limited
- Date of Incorporation 21 Jun, 2000
- Jurisdiction Gurugram, Haryana, India
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Annual Revenue
$1.81 M (USD)35.36as on Mar 31, 2023
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Net Profit
$414.5 K (USD)106.4as on Mar 31, 2023
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EBITDA
$625.4 K (USD)99.57as on Mar 31, 2023
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Latest Funding Round
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Investors
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Employee Count
52
as on Mar 31, 2023
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Products & Services of InvestWell
InvestWell offers a comprehensive portfolio of products and services, including Investwell Mint, Mobile App, Website Development, and Financial Tools. 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 mutual fund portfolio management and analytics.
App for on-the-go wealth management and transaction tracking.
Service for creating custom financial advisor websites.
Tools for retirement and tax calculations to aid planning.
Funding Insights of InvestWell
| 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 |
Investments & Acquisitions by InvestWell
| 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 - InvestWell
| 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 |
Investwell Comparisons
Competitors of InvestWell
InvestWell 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 Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, 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 |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered via an online platform.
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| domain | founded_year | HQ Location |
Provider of API enabling brokerage account connectivity for data and trading
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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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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Frequently Asked Questions about InvestWell
When was InvestWell founded?
InvestWell was founded in 2000.
Where is InvestWell located?
InvestWell is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
How many employees does InvestWell have?
As of Mar 31, 2023, the latest employee count at InvestWell is 52.
What is the annual revenue of InvestWell?
Annual revenue of InvestWell is $1.81M as on Mar 31, 2023.
What does InvestWell do?
Investwell provides a comprehensive software platform for mutual fund distributors to handle portfolio reviews, market research, transaction execution, and business analytics. It operates through web and mobile applications, enabling financial advisors to manage investments efficiently. Based in Gurugram, India, it serves wealth managers and distributors, offering tools like calculators and reports to optimize client portfolios and ensure data accuracy.
Who are the top competitors of InvestWell?
InvestWell's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does InvestWell offer?
InvestWell offers Investwell Mint, Mobile App, Website Development, and Financial Tools.