About Wealth Elite
Wealth Elite is a company based in Indore (India) founded in 2018. It operates as a SaaS, and B2B. The company has 116 employees as of March 31, 2023. Wealth Elite offers products and services including Wealth Elite Platform, Robo Advisory, and Advisor X Client App. Wealth Elite operates in a competitive market with competitors including KFin Technologies, Optimum Financial Solutions, Fin-Soft Solutions, VelocityShares and ArrayStream Technologies, among others.
- Headquarter Indore, India
- Employees 116 as on 31 Mar, 2023
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Redvision Global Technologies Pvt Ltd
- Jurisdiction Indore, Madhya Pradesh, India
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Annual Revenue
$905.11 K (USD)30.75as on Mar 31, 2023
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Net Profit
$221.65 K (USD)25.83as on Mar 31, 2023
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EBITDA
$301.68 K (USD)30.06as on Mar 31, 2023
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Latest Funding Round
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Investors
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Employee Count
116
as on Mar 31, 2023
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Products & Services of Wealth Elite
Wealth Elite offers a comprehensive portfolio of products and services, including Wealth Elite Platform, Robo Advisory, and Advisor X Client App. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
AI-based tool for mutual fund management and portfolio reporting
Automated system for investment advice and client management
App for digital client interactions and transaction handling
Funding Insights of Wealth Elite
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Wealth Elite
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Wealth Elite
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealth Elite Comparisons
Competitors of Wealth Elite
Wealth Elite 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 KFin Technologies, Optimum Financial Solutions, Fin-Soft Solutions, VelocityShares and ArrayStream Technologies, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Mutual fund investments are enabled via an app-based platform.
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| domain | founded_year | HQ Location |
Innovative digital solutions are delivered to the finance sector.
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| domain | founded_year | HQ Location |
Provides software solutions for the mutual fund industry.
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| domain | founded_year | HQ Location |
Funds-based investment management is provided in the United States.
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| domain | founded_year | HQ Location |
AI-based portfolio construction platform is offered to fund managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Wealth Elite
When was Wealth Elite founded?
Wealth Elite was founded in 2018.
Where is Wealth Elite located?
Wealth Elite is headquartered in Indore, India. It is registered at Indore, Madhya Pradesh, India.
How many employees does Wealth Elite have?
As of Mar 31, 2023, the latest employee count at Wealth Elite is 116.
What is the annual revenue of Wealth Elite?
Annual revenue of Wealth Elite is $905.11K as on Mar 31, 2023.
What does Wealth Elite do?
Wealth Elite is an AI-based SaaS platform designed for financial advisors in India, providing tools for client lifecycle management, portfolio reporting, re-balancing, and online transactions. It includes features like robo advisory, video KYC, and financial planning to support investment management. Based in Indore, it serves top financial professionals with white-labeled solutions for efficient operations.
Who are the top competitors of Wealth Elite?
Wealth Elite's top competitors include KFin Technologies, Optimum Financial Solutions and AlfAccurate.
What products or services does Wealth Elite offer?
Wealth Elite offers Wealth Elite Platform, Robo Advisory, and Advisor X Client App.
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