Seros Financial

Tempe, United States Founded: 2011 • Age: 15 yrs
An investment management firm specializing in diversified funds and portfolios for optimal growth.

About Seros Financial

Seros Financial is a Financial Services company based in Tempe (United States) founded in 2011. An investment management firm specializing in diversified funds and portfolios for optimal growth. It operates on a B2B model. Its Indian entity Fdc Web Technologies Private Limited reported revenue of β‚Ή10.79 Cr. Its focus areas include Finance, Investment Management, Fund Handling and Portfolio Diversification. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Seros Financial, established in 2011, excels in finance, investment management, fund handling, and portfolio diversification. An investment management firm specializing in diversified funds and portfolios for optimal growth. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.

Operational Areas
Key Metrics
  • Indian entity revenue
    ₹10.79 Cr

    FY 2025 · +28% YoY

  • Indian entity net profit
    ₹1.55 Cr

    FY 2025 · 14% margin

  • Indian entity EBITDA
    ₹2.20 Cr

    FY 2025 · 20% margin

Board of directors of Fdc Web Technologies Private Limited (Seros Financial)

Fdc Web Technologies Private Limited is the primary company behind Seros Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Alexis Berno
DIN 08152516
Director07 Jun 20188 yrs 4 moFdc Web Technologies Private Limited
Sreeja Sreeram
DIN 10042399
Managing Director14 Feb 20233 yrs 8 moFdc Web Technologies Private Limited

Financials of Seros Financial

Figures of Fdc Web Technologies Private Limited, the primary company behind Seros Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.

  • ₹10.79 CrRevenue · FY 2025 · +28% YoY
  • ₹1.55 CrNet profit · 14% margin
  • ₹2.20 CrEBITDA · 20% margin
  • ₹9 LakhPaid-up capital
  • +14%Revenue CAGR, 3 years
  • +31%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.

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Detailed financial statements for Seros Financial

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Competitors of Seros Financial

Seros Financial has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Seros Financial

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Web traffic of Seros Financial

The website of Seros Financial (serosfinancial.com) receives about 1.6K visits a month.

  • Monthly visits
    1.6K

    ▲ 166.9% vs previous month

Top companies in Asset Management

3 companies that operate in the same segment as Seros Financial (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Frequently Asked Questions about Seros Financial

Seros Financial was founded in 2011.

Seros Financial is headquartered in Tempe, United States. It is registered at Tempe, Arizona, United States.

The primary company behind Seros Financial, Fdc Web Technologies Private Limited, reported revenue of β‚Ή10.79 Cr for FY 2025, up 28% year on year.

Seros Financial, established in 2011, excels in finance, investment management, fund handling, and portfolio diversification. An investment management firm specializing in diversified funds and portfolios for optimal growth. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.

Seros Financial's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Seros Financial operates through Fdc Web Technologies Private Limited.

The legal entities of Seros Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.

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