About refine finance
refine finance is a company based in Gurugram (India) founded in 2020. It operates as a B2B. refine finance operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter Gurugram, India
- SectorsFinancial Services
- Website refine.finance
- Legal Name Finedata Analytics Private Limited
- Date of Incorporation 10 Feb, 2020
- Jurisdiction Gurgaon, Haryana, India
- Annual Revenue₹32.5 Lakh
FY 2025 · -80% YoY
- Net Loss-₹35.8 Lakh
FY 2025 · -110% margin
- EBITDA-₹35.8 Lakh
FY 2025 · -110% margin
Associated legal entities of refine finance
refine finance operates through Finedata Analytics 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 |
|---|---|---|---|---|---|---|---|
| Finedata Analytics Private Limited CIN U72900HR2020PTC085301 | Active | 10 Feb 2020 | Gurgaon, Haryana | ₹0.3 Cr | – | 2 | View details |
Board of directors of Finedata Analytics Private Limited (refine finance)
Finedata Analytics Private Limited is the primary company behind refine finance. The board of Finedata Analytics Private Limited currently have 2 directors; the longest-serving is Rahul Sood, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rahul Sood DIN 06463695 | Director | 10 Feb 2020 | 6 yrs 8 mo | Finedata Analytics Private Limited |
| Chandra Prakash Maurya DIN 08694562 | Director | 10 Feb 2020 | 6 yrs 8 mo | Finedata Analytics Private Limited |
Financials of refine finance
Figures of Finedata Analytics Private Limited, the primary company behind refine finance, for FY 2025. Revenue was ₹32.5 Lakh (-80% year on year). Net loss was -₹35.8 Lakh (-110% margin). EBITDA was -₹35.8 Lakh (-110% margin).
- ₹32.5 LakhRevenue · FY 2025 · -80% YoY
- -₹35.8 LakhNet loss · -110% margin
- -₹35.8 LakhEBITDA · -110% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Finedata Analytics Private Limited are on its company page.
Detailed financial statements for refine finance
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Verified entity values are shown only after access is granted.
Competitors of refine finance
refine finance 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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | – | Integrated wealth management solutions are offered for advisors and institutions. | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. | |
| xalts.io | 2022 | Hong Kong, China | $6M | – | Wealth management solutions are delivered via an online platform. | |
| snaptrade.com | 2014 | Fredericton, Canada | $7M | – | Provider of API enabling brokerage account connectivity for data and trading | |
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| qplix.com | 2012 | Munich, Germany | $26.35M | 51 | Wealth management software for asset managers | |
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | – | Performance monitoring and account valuation solution | |
| caisgroup.com | 2009 | New York, United States | $734M | – | Financial planning and advisory solutions are offered to wealth managers. | |
| mprofit.in | 2007 | Mumbai, India | $2M | 68 | Multi-asset investment portfolios are tracked and consolidated by the platform. |
Detailed competitors of refine finance
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Similar companies to refine finance
10 companies that operate in the same segment as refine finance (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about refine finance
refine finance was founded in 2020.
refine finance is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
The primary company behind refine finance, Finedata Analytics Private Limited, reported revenue of ₹32.5 Lakh for FY 2025, down 80% year on year.
refine finance provides an online platform for financial analytics and investment decision support, focusing on offering financial products and advice, fintech, providing analytics solutions, and investment tools. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.
refine finance's top competitors include Altruist, Nucleus Financial and QPLIX.
refine finance operates through Finedata Analytics Private Limited.
The legal entities of refine finance currently have 2 directors, including Rahul Sood, Chandra Prakash Maurya.