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
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Sectors
TechnologyFinancial 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 Peakalpha Investment Services Private Limited
- Date of Incorporation 04 Apr, 2005
- Jurisdiction Bangalore, Karnataka, India
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Annual Revenue
$1.22 M (USD)8.15as on Mar 31, 2023
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Net Profit
$296.97 K (USD)-0.46as on Mar 31, 2023
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EBITDA
$382.92 K (USD)0.02as 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
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.
App for tracking investments and financial planning
Personalized advice on investments and retirement planning
Services for buying and managing mutual funds securely
People of PeakAlpha
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Software Development Team
2 people
Leadership Team
1 people
Sales and Marketing
1 people
Portfolio Team
1 people
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Funding Insights of PeakAlpha
Detailed funding history for PeakAlpha
Round names, dates, amounts, investors, and valuation history require an active premium plan.
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Investments & Acquisitions by PeakAlpha
Investment portfolio details for PeakAlpha
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Financial Statements - PeakAlpha
Detailed financials for PeakAlpha
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Peakalpha Comparisons
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.
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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
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.