TrueX Wealth

Founded: 2022 • Age: 4 yrs
Financial wellness platform for employee stress management and goal planning via tech.

About TrueX Wealth

TrueX Wealth is a company founded in 2022. It operates as a B2B and SaaS. TrueX Wealth offers products and services including Advisory App and Financial Wellness Platform. TrueX Wealth operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, Aviva and BNP Paribas, among others.

Key Metrics
  • Annual Revenue
    ₹10 Lakh

    FY 2025 · -89% YoY

  • Net Loss
    -₹16.2 Lakh

    FY 2025 · -161% margin

  • EBITDA
    -₹15.5 Lakh

    FY 2025 · -155% margin

Products & Services of TrueX Wealth

TrueX Wealth offers a comprehensive portfolio of products and services, including Advisory App and Financial Wellness Platform.

Advisory App
Financial App

App for assessing financial stress and creating personalized plans.

Financial Wellness Platform
Employee Benefits Platform

Platform for managing employee finances and achieving goals.

Board of directors of Greykite Technologies Private Limited (TrueX Wealth)

Greykite Technologies Private Limited is the primary company behind TrueX Wealth. The board of Greykite Technologies Private Limited currently have 2 directors; the longest-serving is Chetan Agrawal, appointed in 2015. 2 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Chetan Agrawal
DIN 06974213
Director29 Jun 201511 yrs 3 moGreykite Technologies Private Limited
Neha Sinha
DIN 09137448
Director19 Aug 20224 yrs 1 moGreykite Technologies Private Limited

Financials of TrueX Wealth

Figures of Greykite Technologies Private Limited, the primary company behind TrueX Wealth, for FY 2025. Revenue was ₹10 Lakh (-89% year on year). Net loss was -₹16.2 Lakh (-161% margin). EBITDA was -₹15.5 Lakh (-155% margin). Revenue has grown at a compounded annual rate of -62% over three years and -39% over five years.

  • ₹10 LakhRevenue · FY 2025 · -89% YoY
  • -₹16.2 LakhNet loss · -161% margin
  • -₹15.5 LakhEBITDA · -155% margin
  • ₹1 LakhPaid-up capital
  • -62%Revenue CAGR, 3 years
  • -39%Revenue CAGR, 5 years

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

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Detailed financial statements for TrueX Wealth

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Competitors of TrueX Wealth

TrueX Wealth 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, Aviva and BNP Paribas, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
investec.com1974London, United Kingdom–9,444
Global banking, investment, and wealth management services are offered worldwide.
hsbc.com1865London, United Kingdom–220,861
Universal banking and financial advisory services are provided globally.
aviva.com1696London, United Kingdom–27,873
Insurance and asset management services are offered in multiple regions.
group.bnpparibas1848Paris, France–198,011
Banking & financial service provider
generali.com1831Trieste, Italy–71,327
Diversified insurance and asset management services are offered globally.
nordea.com1820Stockholm, Sweden–30,399
Nordea is recognized as a leading Nordic universal bank.
hayfin.com2013London, United Kingdom$6.2B62
Private debt investments are directed across multiple sectors.
morganstanley.com1935New York, United States–49
Wealth management, investment advisory, and financial services are provided.
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Detailed competitors of TrueX Wealth

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Similar companies to TrueX Wealth

10 companies that operate in the same segment as TrueX Wealth (Fitness & Wellness Platforms), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Smart fitness equipment and streaming platforms are provided.
2011New York, New York, United StatesUSD 995.53 MUSD 2.45 B2,660
Provider of fitness memberships encompassing group classes, gyms, and at-home workouts
2016Bengaluru, Karnataka, IndiaUSD 713.57 M––
Fitness class memberships are offered across various gyms and studios.
2013New York, New York, United StatesUSD 524.53 M–1,046
Connected devices for health, sleep, and activity monitoring are developed.
2008Moulineaux, Seine-maritime, FranceUSD 93.83 M––
Subscription-based social networking platform for runners and cyclists
2009San Francisco, California, United StatesUSD 144.6 M––
Metabolic health is tracked via devices and fitness platforms.
2019Bengaluru, Karnataka, IndiaUSD 163.28 MUSD 65.48 M274
Health-tracking smart rings and biosensors are developed for biometric monitoring.
2013Oulu, North Ostrobothnia, FinlandUSD 1.32 B––
Provider of SaaS-driven business management software for beauty salons and fitness centers
2001San Luis Obispo, California, United StatesUSD 118.01 M––
Smartwatches and fitness trackers are provided for activity monitoring.
2007San Francisco, California, United StatesUSD 65.05 MUSD 3.88–
Subscription-based marketplace for sports and fitness venues is offered.
2012Berlin, Berlin, GermanyUSD 198.07 M––
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Frequently Asked Questions about TrueX Wealth

TrueX Wealth was founded in 2022.

The primary company behind TrueX Wealth, Greykite Technologies Private Limited, reported revenue of β‚Ή10 Lakh for FY 2025, down 89% year on year.

Truex Wealth provides a financial wellness platform that combines technology and expert advisors to help organizations support their employees. It assesses financial stress, creates personalized plans for goals like tax optimization and home loans, and promotes financial stability. Based in Pune, India, it aims to reduce employee stress, enhance retention, and foster happier workplaces through practical guides and customized portfolios.

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

TrueX Wealth offers Advisory App and Financial Wellness Platform.

TrueX Wealth operates through Greykite Technologies Private Limited.

The legal entities of TrueX Wealth currently have 2 directors, including Neha Sinha, Chetan Agrawal.

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