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
Not available
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Investors
Not available
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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.
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
Detailed funding history for InvestWell
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- Funding amounts
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Investments & Acquisitions by InvestWell
Investment portfolio details for InvestWell
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
- Round details
- Investment values
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Financial Statements - InvestWell
Detailed financials for InvestWell
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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Investwell Comparisons
Peer comparison for InvestWell
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
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- Operating benchmarks
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Integrated wealth management solutions are offered for advisors and institutions.
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Portfolio management solutions are offered to financial advisors.
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Wealth management solutions are delivered via an online platform.
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| Locked | Locked | Locked |
Provider of API enabling brokerage account connectivity for data and trading
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Digital wealth tools are provided to empower financial advisors.
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Detailed competitors of InvestWell
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
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Latest news on Investwell
Complete news archive for InvestWell
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Frequently Asked Questions about InvestWell
InvestWell was founded in 2000.
InvestWell is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
As of Mar 31, 2023, the latest employee count at InvestWell is 52.
Annual revenue of InvestWell is $1.81M as on Mar 31, 2023.
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.
InvestWell's top competitors include Altruist, Nucleus Financial and QPLIX.
InvestWell offers Investwell Mint, Mobile App, Website Development, and Financial Tools.