About Wealthdoor Tech
Wealthdoor Tech is a Financial Services company based in Newport Beach (United States) founded in 2022. It provides SaaS-based Robo-Advisory tools for banks and wealth firms to manage investments. It operates on a B2B and SaaS model. The company has 1 employees. Its Indian entity Wealthdoor Tech Private Limited reported revenue of ₹1.95 Cr. Wealthdoor Tech offers products and services including Wealthdoor CONNECT, Wealthdoor TRANSACT, Wealthdoor BUILD, and Model Portfolios. Its focus areas include FinTech, WealthTech, Financial Databases and Private Company Data. Similar companies include Addepar, Altruist and InvestCloud; 3 of its 3 listed similar companies have raised funding.
Company details
Wealthdoor is a technology company specializing in B2B Robo-Advisory platforms that enable financial institutions like banks and wealth management firms to offer personalized investing experiences. It provides tools for goal-based investing, risk profiling, and automated workflows through SaaS and enterprise solutions. Based in Delaware, USA, it serves markets including the United States, MENA, and India, helping advisors streamline processes and enhance client satisfaction.
- Headquarters Newport Beach, United States
- Employees 1
- SectorsFinancial Services
- Email••••••••
- Website wealthdoor.com
- Social LinkedIn
- Legal Name Wealthdoor Tech Private Limited
- Date of Incorporation 21 Dec, 2022
- Jurisdiction Delhi, India
- Indian entity revenue₹1.95 Cr
FY 2025 · +80% YoY
- Indian entity net loss-₹36.3 Lakh
FY 2025 · -19% margin
- Indian entity EBITDA₹26.3 Lakh
FY 2025 · 13% margin
- Employee Count1
Associated legal entities of Wealthdoor Tech
Wealthdoor Tech operates through Wealthdoor Tech Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealthdoor Tech Private Limited CIN U72900DL2022PTC408677 | Active | 21 Dec 2022 | Delhi, Delhi | ₹1.9 Cr | 3 | View details |
Products & Services of Wealthdoor Tech
Wealthdoor Tech offers a comprehensive portfolio of products and services, including Wealthdoor CONNECT, Wealthdoor TRANSACT, Wealthdoor BUILD, and Model Portfolios.
SaaS platform for goal-based investing and risk profiling tools.
Premium platform for investor onboarding and portfolio rebalancing.
Modular APIs for lead management and portfolio development services.
Personalized portfolios with analytics for wealth growth strategies.
Board of directors of Wealthdoor Tech Private Limited (Wealthdoor Tech)
Wealthdoor Tech Private Limited is the primary company behind Wealthdoor Tech. The board of Wealthdoor Tech Private Limited currently have 3 directors; the longest-serving is Vikas Anand, appointed in 2022.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vikas Anand DIN 00486074 | Director | 21 Dec 2022 | 3 yrs 10 mo | Wealthdoor Tech Private Limited |
| Rengachary Govinda Rajan DIN 08085651 | Director | 21 Dec 2022 | 3 yrs 10 mo | Wealthdoor Tech Private Limited |
| Amit Arora DIN 10881873 | Additional Director | 27 Dec 2024 | 1 yr 9 mo | Wealthdoor Tech Private Limited |
Financials of Wealthdoor Tech
Figures of Wealthdoor Tech Private Limited, the primary company behind Wealthdoor Tech, for FY 2025. Revenue was ₹1.95 Cr (+80% year on year). Net loss was -₹36.3 Lakh (-19% margin). EBITDA was ₹26.3 Lakh (13% margin).
- ₹1.95 CrRevenue · FY 2025 · +80% YoY
- -₹36.3 LakhNet loss · -19% margin
- ₹26.3 LakhEBITDA · 13% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Wealthdoor Tech Private Limited are on its company page.
Detailed financial statements for Wealthdoor Tech
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to Wealthdoor Tech
Wealthdoor Tech has 3 listed similar companies in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed similar companies of Wealthdoor Tech
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Wealthdoor Tech (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Wealthdoor Tech
Wealthdoor Tech was founded in 2022.
Wealthdoor Tech is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
Wealthdoor Tech has 1 employees.
The primary company behind Wealthdoor Tech, Wealthdoor Tech Private Limited, reported revenue of ₹1.95 Cr for FY 2025, up 80% year on year.
Wealthdoor is a technology company specializing in B2B Robo-Advisory platforms that enable financial institutions like banks and wealth management firms to offer personalized investing experiences. It provides tools for goal-based investing, risk profiling, and automated workflows through SaaS and enterprise solutions. Based in Delaware, USA, it serves markets including the United States, MENA, and India, helping advisors streamline processes and enhance client satisfaction.
Wealthdoor Tech's top competitors include Addepar, Altruist and InvestCloud.
Wealthdoor Tech offers Wealthdoor CONNECT, Wealthdoor TRANSACT, Wealthdoor BUILD, and Model Portfolios.
Wealthdoor Tech operates through Wealthdoor Tech Private Limited.
The legal entities of Wealthdoor Tech currently have 3 directors, including Vikas Anand, Rengachary Govinda Rajan, Amit Arora.