WealthERP

Bengaluru, India Founded: 2015 • Age: 11 yrs
Comprehensive platform for managing investments and financial portfolios for advisors.
Annual revenue $239 Latest available
Total funding - Funding intelligence
Employees 17 Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 8 Brand Intelligence

About WealthERP

WealthERP is a company based in Bengaluru (India) founded in 2015. It operates as a SaaS and B2B. The company has 17 employees as of March 31, 2023. WealthERP offers products and services including WealthERP Platform and Mobile App. WealthERP operates in a competitive market with competitors including Barclays, KCB Group, TMF Group, Kroll and Falcon Group, among others.

  • Headquarter Bengaluru, India
  • Employees 17 as on 31 Mar, 2023
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
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  • Legal Name Ampsys Consulting Private Limited
  • Date of Incorporation 21 Sep, 2005
  • Jurisdiction Bangalore, Karnataka, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $238.94 (USD)
    -99.89
    as on Mar 31, 2023
  • Net Profit
    $1.71 (USD)
    100.26
    as on Mar 31, 2023
  • EBITDA
    $8.25 (USD)
    -99.9
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    17

    as on Mar 31, 2023

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Products & Services of WealthERP

WealthERP offers a comprehensive portfolio of products and services, including WealthERP Platform and Mobile App.

Product name locked
Category locked
Primary

Platform for planning, transacting, and managing investments across asset classes.

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Category locked
Locked

App for tracking and managing investments anytime from mobile devices.

Funding Insights of WealthERP

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Detailed funding history for WealthERP

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Investments & Acquisitions by WealthERP

Investments
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Investment portfolio details for WealthERP

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  • Transaction dates
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Financial Statements - WealthERP

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Detailed financials for WealthERP

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Wealtherp Comparisons

WealthERP Primary company
Description
Comprehensive platform for managing investments and financia...
Location
Bengaluru, India
Founded Year
2015
Annual Revenue
$238.94 (USD)
Net Profit
$1.71 (USD)
EBITDA
$8.25 (USD)
Employees
17
As of 2023
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Peer comparison for WealthERP

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Competitors of WealthERP

WealthERP 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 Barclays, KCB Group, TMF Group, Kroll and Falcon Group, among others.

Company Name Domain Founded year HQ Location Description
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Diversified financial services are provided across global markets.
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Financial services are provided through subsidiaries across East Africa.
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Global administrative and compliance services are delivered to international businesses.
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Financial and risk advisory solutions are offered to businesses.
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Financial services provider for working capital optimiaation
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Provider of business consulting and financial services
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Detailed competitors of WealthERP

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Latest news on Wealtherp

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Complete news archive for WealthERP

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Frequently Asked Questions about WealthERP

WealthERP was founded in 2015.

WealthERP is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.

As of Mar 31, 2023, the latest employee count at WealthERP is 17.

Annual revenue of WealthERP is $238.94 as on Mar 31, 2023.

WealthERP is a comprehensive platform designed for wealth advisors, financial planners, and distributors to plan, transact, manage, and analyze investments across asset classes. It offers portfolio tracking, customizable reports, and unified backoffice operations. Located in Bengaluru, India, it serves clients like brokers, banks, and family offices by providing intuitive tools for financial management and investment oversight, ensuring seamless operations and informed decisions.

WealthERP's top competitors include Barclays, KCB Group and Kroll.

WealthERP offers WealthERP Platform and Mobile App.

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