WealthApp

India Founded: 2020 • Age: 6 yrs
Finance planning and wealth management services are provided.
Annual revenue $397,659 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 6 Services tracked
Competitors 10 Brand Intelligence

About WealthApp

WealthApp is a company based in India founded in 2020 by Soumyajit Ghosh. It operates as a Financial Services. WealthApp offers products and services including Mutual Funds, Wealth Management, Bonds, Real Estate, and Alternative Investment Funds. WealthApp operates in a competitive market with competitors including Moneyfarm, Dezerv, The Tifin Group, Wealthy and ARM Pensions, among others.

  • Headquarter India
  • Founders Soumyajit Ghosh
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Wealthapp India Pvt Ltd
  • Date of Incorporation 21 Mar, 2012
  • Jurisdiction Kolkata, West Bengal, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $397.66 K (USD)
    77.06
    as on Mar 31, 2022
  • Net Profit
    $35 K (USD)
    81.3
    as on Mar 31, 2022
  • EBITDA
    $62.38 K (USD)
    88.83
    as on Mar 31, 2022
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of WealthApp

WealthApp offers a comprehensive portfolio of products and services, including Mutual Funds, Wealth Management, Bonds, Real Estate, and Alternative Investment Funds.

Product name locked
Category locked
Primary

A professionally-managed trust that pools the savings of many investors and invests them in securities like stocks and bonds is offered.

Product name locked
Category locked
Locked

Comprehensive financial planning and investment management services are provided to help clients achieve their financial goals.

Product name locked
Category locked
Locked

Government of India Savings (taxable) bonds and other fixed-income securities are offered for investment.

Product name locked
Category locked
Locked

Investment opportunities in real estate are facilitated for clients seeking diversified portfolios.

Product name locked
Category locked
Locked

Alternative investment options are provided for clients looking for non-traditional investment avenues.

Product name locked
Category locked
Locked

Customized investment products designed to meet specific risk-return objectives are offered.

Funding Insights of WealthApp

Premium access

Detailed funding history for WealthApp

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

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by WealthApp

Investments
Premium access

Investment portfolio details for WealthApp

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - WealthApp

Premium access

Detailed financials for WealthApp

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Wealthapp Comparisons

WealthApp Primary company
Description
Finance planning and wealth management services are provided...
Location
India
Founded Year
2020
Annual Revenue
$397.66 K (USD)
Net Profit
$35 K (USD)
EBITDA
$62.38 K (USD)
Employees
Not available
Premium access

Peer comparison for WealthApp

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of WealthApp

WealthApp 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 Moneyfarm, Dezerv, The Tifin Group, Wealthy and ARM Pensions, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Platform for investment planning & advisory services
Locked Locked Locked
Investment solutions and portfolio management are provided for affluent individuals.
Locked Locked Locked
AI-enabled financial planning and advisory solutions are provided for individuals.
Locked Locked Locked
Digital wealth management platform is offered for personalized investments.
Locked Locked Locked
Pension management and retirement planning services are provided.
Locked Locked Locked
Retirement, health, and college savings services are administered nationwide.
Premium access

Detailed competitors of WealthApp

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Wealthapp

Premium access

Complete news archive for WealthApp

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about WealthApp

WealthApp was founded in 2020.

WealthApp is headquartered in India.

Anindya Paulchaudhuri is the current CEO of WealthApp.

Annual revenue of WealthApp is $397.66K as on Mar 31, 2022.

Wealth management and investment solutions are offered by WealthApp to assist clients in navigating dynamic and volatile financial markets. Services including mutual funds, bonds, real estate, alternative investment funds, and structured products are provided across various sectors. Personalized and doorstep services are emphasized to ensure client satisfaction, with a focus on transparency, integrity, and confidentiality in all dealings. Financial planning, estate and trust planning, tax planning, and portfolio management are tailored to individual needs, supported by online tools and portfolio tracking for a seamless investment experience.

WealthApp's top competitors include Dezerv, Moneyfarm and Wealthy.

WealthApp offers Mutual Funds, Wealth Management, Bonds, Real Estate, and 2 more products and services.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available