PeakAlpha

India Founded: 2005 • Age: 21 yrs
Provides financial planning, investment advice, and mutual fund distribution services.
Annual revenue $1.2M Latest available
Total funding - Funding intelligence
Employees 36 Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About PeakAlpha

PeakAlpha is a company based in India founded in 2005. It operates as a B2C and D2C. The company has 36 employees as of March 31, 2023. PeakAlpha offers products and services including PeakPlanner App, Financial Advisory Services, and Mutual Fund Distribution. PeakAlpha operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.

  • Headquarter India
  • Employees 36 as on 31 Mar, 2023
  • Sectors
    Technology
    Financial Services
  • Email
    Locked
  • Phone
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  • Website
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  • Social
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  • Legal Name Peakalpha Investment Services Private Limited
  • Date of Incorporation 04 Apr, 2005
  • Jurisdiction Bangalore, Karnataka, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $1.22 M (USD)
    8.15
    as on Mar 31, 2023
  • Net Profit
    $296.97 K (USD)
    -0.46
    as on Mar 31, 2023
  • EBITDA
    $382.92 K (USD)
    0.02
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    36

    as on Mar 31, 2023

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Products & Services of PeakAlpha

PeakAlpha offers a comprehensive portfolio of products and services, including PeakPlanner App, Financial Advisory Services, and Mutual Fund Distribution.

Product name locked
Category locked
Primary

App for tracking investments and financial planning

Product name locked
Category locked
Locked

Personalized advice on investments and retirement planning

Product name locked
Category locked
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Services for buying and managing mutual funds securely

People of PeakAlpha

Headcount 10-50
Employee Profiles 5
Employee Profiles
People
Jibin John
Senior Digital Marketing Specialist
People
Anupama Bijur
VP - Marketing
People
Rahul Saha
Portfolio Manager

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Funding Insights of PeakAlpha

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Detailed funding history for PeakAlpha

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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  • Valuation history

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Investments & Acquisitions by PeakAlpha

Investments
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Investment portfolio details for PeakAlpha

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  • Transaction dates
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Financial Statements - PeakAlpha

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Detailed financials for PeakAlpha

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  • Profit trends
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Peakalpha Comparisons

PeakAlpha Primary company
Description
Provides financial planning, investment advice, and mutual f...
Location
India
Founded Year
2005
Annual Revenue
$1.22 M (USD)
Net Profit
$296.97 K (USD)
EBITDA
$382.92 K (USD)
Employees
36
As of 2023
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Peer comparison for PeakAlpha

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Competitors of PeakAlpha

PeakAlpha 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 Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Universal banking and financial advisory services are provided globally.
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Banking & financial service provider
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Nordea is recognized as a leading Nordic universal bank.
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Diversified insurance and asset management services are offered globally.
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Detailed competitors of PeakAlpha

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Latest news on Peakalpha

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Complete news archive for PeakAlpha

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Frequently Asked Questions about PeakAlpha

PeakAlpha was founded in 2005.

PeakAlpha is headquartered in India.

As of Mar 31, 2023, the latest employee count at PeakAlpha is 36.

Annual revenue of PeakAlpha is $1.22M as on Mar 31, 2023.

PeakAlpha Investments is a financial advisory firm based in Bangalore, India, founded by Priya and Shyam Sunder. It specializes in personalized financial plans, mutual fund distribution, and wealth tracking tools like PeakPlanner. The company serves over 6,000 families with unbiased advice, incorporating technology for better management. It focuses on ethical practices, workshops, and empowering women in financial decisions, while adhering to SEBI regulations for secure investments.

PeakAlpha's top competitors include Fidelity Investments, Investec and HSBC.

PeakAlpha offers PeakPlanner App, Financial Advisory Services, and Mutual Fund Distribution.

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