TrueX Wealth

Founded: 2022 • Age: 4 yrs
Financial wellness platform for employee stress management and goal planning via tech.
Annual revenue $162,613 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 10 Brand Intelligence

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.

Operational Areas
Healthcare → Health Technology & Digital Health Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $162.61 K (USD)
    57.21
    as on Mar 31, 2020
  • Net Profit
    $10.3 K (USD)
    47.65
    as on Mar 31, 2020
  • EBITDA
    $115.47 K (USD)
    1255.64
    as on Mar 31, 2020
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of TrueX Wealth

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

Product name locked
Category locked
Primary

App for assessing financial stress and creating personalized plans.

Product name locked
Category locked
Locked

Platform for managing employee finances and achieving goals.

Funding Insights of TrueX Wealth

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Detailed funding history for TrueX Wealth

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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Investments & Acquisitions by TrueX Wealth

Investments
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Investment portfolio details for TrueX Wealth

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  • Transaction dates
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Financial Statements - TrueX Wealth

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Detailed financials for TrueX Wealth

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Truex Wealth Comparisons

TrueX Wealth Primary company
Description
Financial wellness platform for employee stress management a...
Location
-
Founded Year
2022
Annual Revenue
$162.61 K (USD)
Net Profit
$10.3 K (USD)
EBITDA
$115.47 K (USD)
Employees
Not available
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Peer comparison 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 Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
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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Insurance and asset management services are offered in multiple regions.
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Banking & financial service provider
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Diversified insurance and asset management services are offered globally.
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Detailed competitors of TrueX Wealth

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Latest news on Truex Wealth

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Complete news archive for TrueX Wealth

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Frequently Asked Questions about TrueX Wealth

TrueX Wealth was founded in 2022.

Annual revenue of TrueX Wealth is $162.61K as on Mar 31, 2020.

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.

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