SimpliFin.ai

Gurugram, India Founded: 2021 • Age: 5 yrs
AI-based financial planning and advisory services are provided.
Annual revenue - Latest available
Total funding $149,410 1 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

About SimpliFin.ai

SimpliFin.ai is a company based in Gurugram (India) founded in 2021 by Basu Agarwal. SimpliFin.ai has raised $149.41 thousand across 1 funding round from investors including Ritu Bapna. SimpliFin.ai operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.

  • Headquarter Gurugram, India
  • Founders Basu Agarwal
  • Sectors
    Technology
  • Email
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  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Mindfinness Enterprises Private Limited
  • Date of Incorporation 28 Feb, 2023
  • Jurisdiction Bhondsi, Haryana, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $149.41 K (USD)

    in 1 rounds

  • Latest Funding Round
    $149.41 K (USD), Angel Round

    Aug 29, 2024

  • Investors
  • Employee Count
    Not available
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Funding Insights of SimpliFin.ai

SimpliFin.ai has successfully raised a total of $149.41K through 1 strategic funding round. The most recent funding activity was a Angel Round of $149.41 thousand completed in August 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in SimpliFin.ai

SimpliFin.ai has secured backing from 1 investor, including angel investors. Prominent investors backing the company include Ritu Bapna.

All
Angel
Investor Description Founded Year Domain Location

Ritu Bapna

Angel investor and mentor focused on early-stage Indian startups.
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Investor details for SimpliFin.ai

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Investments & Acquisitions by SimpliFin.ai

Investments
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Investment portfolio details for SimpliFin.ai

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Financial Statements - SimpliFin.ai

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Detailed financials for SimpliFin.ai

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Simplifin.Ai Comparisons

SimpliFin.ai Primary company
Description
AI-based financial planning and advisory services are provid...
Location
Gurugram, India
Founded Year
2021
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for SimpliFin.ai

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Competitors of SimpliFin.ai

SimpliFin.ai 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 Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.

Company Name Domain Founded year HQ Location Description
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Wealth management solutions are provided online for financial markets.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Wealth management services are provided to clients by the firm.
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A business management platform is offered for financial advisors.
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Financial planning software for IRA recordkeeping is offered.
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Detailed competitors of SimpliFin.ai

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Latest news on Simplifin.Ai

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Complete news archive for SimpliFin.ai

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Frequently Asked Questions about SimpliFin.ai

SimpliFin.ai was founded in 2021 and raised its 1st funding round 3 years after it was founded.

SimpliFin.ai is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.

Basu Agarwal is the current CEO of SimpliFin.ai. They have also founded this company.

SimpliFin.ai is a funded company, having raised a total of $149.41K across 1 funding round to date.

SimpliFin.ai was founded in 2021 and is headquartered in Gurugram, India. Operations center on the fintech sector, where AI-driven financial planning and advisory services are delivered. Personalized plans are generated based on users goals, risk tolerance, and financial conditions. Tools for managing, planning, and optimizing personal finances are made available to support these activities.

SimpliFin.ai's top competitors include Iress, Planful and iraLogix.

SimpliFin.ai has 1 investor. Key investors include Ritu Bapna.

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