About WealthBrain
WealthBrain is a company based in Dubai (United Arab Emirates) founded in 2019 by Rahul Dewan and Janish Khurana. The company has 1 employees. WealthBrain offers products and services including Portfolio Management System, Digital Onboarding, Analytics Tools, and Reporting Solutions. WealthBrain operates in a competitive market with competitors including Perfios, Personal Capital, Micruity, Gorila and Carefull, among others.
- Headquarter Dubai, United Arab Emirates
- Employees 1
- Founders Rahul Dewan, Janish Khurana
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website wealthbrain.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Wealthbrain Private Limited
- Date of Incorporation 18 Jan, 2022
- Jurisdiction Mumbai, Maharashtra, India
- Employee Count1
Associated legal entities of WealthBrain
WealthBrain operates through Wealthbrain Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealthbrain Private Limited CIN U72900MH2022PTC375057 | Active | 18 Jan 2022 | Mumbai, Maharashtra | – | – | 2 | View details |
Products & Services of WealthBrain
WealthBrain offers a comprehensive portfolio of products and services, including Portfolio Management System, Digital Onboarding, Analytics Tools, and Reporting Solutions.
Tool for consolidating and analyzing investment portfolios across asset classes
System for secure client onboarding and ongoing servicing workflows
Features for evaluating investment risk and performance metrics
Platform for generating customized financial reports and insights
Apps and channels of WealthBrain
its YouTube channel WealthBrain has 23 subscribers and 4 videos.
Videos from WealthBrain
The most watched videos on WealthBrain's YouTube channel, WealthBrain (23 subscribers). Click a video to play it here.
More on WealthBrain.
Board of directors of Wealthbrain Private Limited (WealthBrain)
Wealthbrain Private Limited is the primary company behind WealthBrain. The board of Wealthbrain Private Limited currently have 2 directors; the longest-serving is Pramod Kantilal Shah, appointed in 2022. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Pramod Kantilal Shah DIN 06632721 | Director | 18 Jan 2022 | 4 yrs 8 mo | Wealthbrain Private Limited |
| Smruti Pramod Shah DIN 10244766 | Additional Director | 13 Sep 2023 | 3 yrs | Wealthbrain Private Limited |
People of WealthBrain
2 people are tracked at WealthBrain (2 in leadership); the tracked headcount is 1.
| Name | Role | Group |
|---|---|---|
Rahul Dewan | Co-Founder | Leadership |
Janish Khurana | Co-Founder | Leadership |
Complete people profiles for WealthBrain
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of WealthBrain
WealthBrain 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 Perfios, Personal Capital, Micruity, Gorila and Carefull, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| perfios.com | 2008 | Bengaluru, India | $258.77M | – | Provides financial technology solutions for data analysis and verification globally. | |
| personalcapital.com | 2009 | Redwood, United States | $271.17M | 457 | Wealth data for individuals is aggregated and monitored. | |
| micruity.com | 2017 | Toronto, Canada | $29.11M | 12 | Pension management solutions are provided for deferred annuities and plans. | |
| gorila.com.br | 2016 | Sao Paulo, Brazil | $26.13M | – | Investment consolidation technology is provided for financial professionals. | |
| getcarefull.com | 2019 | New York, United States | $19.7M | 18 | Expenses and credit card transactions are monitored for individuals online. | |
| delta.app | 2018 | Ghent, Belgium | – | 8 | Cryptocurrency portfolios are tracked via the Delta mobile app. | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| byallaccounts.com | 1999 | Woburn, United States | $10M | 61 | Financial data is aggregated for wealth managers and advisors. | |
| wealthica.com | 2015 | Montreal, Canada | – | 15 | Portfolio performance is tracked via aggregation from Canadian financial institutions. | |
| quiltt.io | 2017 | Dallas, United States | $4M | – | Wealth data is aggregated for bill tracking, budgeting, and alerting. |
Detailed competitors of WealthBrain
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Similar companies to WealthBrain
10 companies that operate in the same segment as WealthBrain (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about WealthBrain
WealthBrain was founded in 2019.
WealthBrain is headquartered in Dubai, United Arab Emirates. It is registered at Dubai, Dubai, United Arab Emirates.
WealthBrain has 1 employees.
WealthBrain was founded in 2019 and is headquartered in Dubai, United Arab Emirates. A cloud-based platform for portfolio management is operated, enabling consolidation, analytics, and reporting of financial and lifestyle investments. Services are extended to wealth management firms, individual managers, family offices, and ultra-high-net-worth clients within the fintech sector focused on wealth advisory.
WealthBrain's top competitors include Perfios, Personal Capital and Micruity.
WealthBrain offers Portfolio Management System, Digital Onboarding, Analytics Tools, and Reporting Solutions.
WealthBrain operates through Wealthbrain Private Limited.
The legal entities of WealthBrain currently have 2 directors, including Pramod Kantilal Shah, Smruti Pramod Shah.