About WealthPack
WealthPack is a Technology company based in Gurugram (India) founded in 2014, and was acquired by Edelweiss in April 2016. Personal finance is automated with real-time updates and transaction categorization. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Expense Management. Its legal entity in India is Wealthpack Advisors Private Limited (U67190DL2014PTC274259). Its competitors include ExpenseBit, Cashiya and moFi.
Company details
WealthPack was founded in 2014 in Gurugram, India, as an online and mobile platform focused on personal finance and investment management. Account balances and transaction histories are updated in real time, while transactions are categorized automatically. Users are enabled to split bills through the app, supporting individual financial tracking and organization in the fintech sector.
- Headquarters Gurugram, India
- Stage Acquired
- SectorsTechnology
- Website wealthpack.com
- Social LinkedIn X Facebook
- Acquired by Edelweiss (Apr 2016)
- Legal Name Wealthpack Advisors Private Limited
- Date of Incorporation 18 Dec, 2014
- Jurisdiction New Delhi, Delhi, India
- Net Loss-₹3,850
FY 2022 · 0% margin
- EBITDA-₹2,500
FY 2022 · 0% margin
- Investors
- Acquired byEdelweiss
(Apr 2016)
Associated legal entities of WealthPack
WealthPack operates through Wealthpack Advisors Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2022) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealthpack Advisors Private Limited CIN U67190DL2014PTC274259 | Active | 18 Dec 2014 | New Delhi, Delhi | 3 | View details |
Investors in WealthPack
WealthPack has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Edelweiss Finance.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management, SME loans, and insurance services are provided. | 1995 | edelweissfin.com | Mumbai, India |
Investor details for WealthPack
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- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Wealthpack Advisors Private Limited (WealthPack)
Wealthpack Advisors Private Limited is the primary company behind WealthPack. The board of Wealthpack Advisors Private Limited currently have 3 directors; the longest-serving is Ujjwal Ankur, appointed in 2014.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ujjwal Ankur DIN 06993272 | Director | 18 Dec 2014 | 11 yrs 10 mo | Wealthpack Advisors Private Limited |
| Sanket Sinha DIN 06992265 | Director | 18 Dec 2014 | 11 yrs 10 mo | Wealthpack Advisors Private Limited |
| Kunal Singh DIN 06992258 | Director | 18 Dec 2014 | 11 yrs 10 mo | Wealthpack Advisors Private Limited |
Financials of WealthPack
Figures of Wealthpack Advisors Private Limited, the primary company behind WealthPack, for FY 2022. Net loss was -₹3,850 (0% margin). EBITDA was -₹2,500 (0% margin). Revenue has grown at a compounded annual rate of -100% over five years.
- -₹3,850Net loss · 0% margin
- -₹2,500EBITDA · 0% margin
- ₹3 LakhPaid-up capital
- -100%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wealthpack Advisors Private Limited are on its company page.
Detailed financial statements for WealthPack
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.
Timeline of WealthPack
2 dated milestones of WealthPack across 2 years, from founding to its latest funding, stage changes and deals.
- Founded WealthPack is founded.
- Exit Acquired by Edelweiss.
Competitors of WealthPack
WealthPack has 3 listed competitors in our database. They include ExpenseBit, Cashiya and moFi.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| expensebit.com | 2016 | Bengaluru, India | 6 | Developer of a personal finance management mobile application | ||
| cashiya.in | 2016 | Gurugram, India | A mobile app offering personal financial management tools for individual users. | |||
| mofi.in | 2015 | Gurugram, India | Offers a user-friendly personal finance management tool for individuals. |
Detailed competitors of WealthPack
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.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as WealthPack (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about WealthPack
WealthPack was founded in 2014.
WealthPack is headquartered in Gurugram, India. It is registered at Gurugram, Haryana, India.
WealthPack was founded in 2014 in Gurugram, India, as an online and mobile platform focused on personal finance and investment management. Account balances and transaction histories are updated in real time, while transactions are categorized automatically. Users are enabled to split bills through the app, supporting individual financial tracking and organization in the fintech sector.
WealthPack's top competitors include ExpenseBit, Cashiya and moFi.
WealthPack has 1 investor. Key investors include Edelweiss Finance.
WealthPack operates through Wealthpack Advisors Private Limited.
Yes. WealthPack was acquired by Edelweiss in April 2016.
The legal entities of WealthPack currently have 3 directors, including Ujjwal Ankur, Sanket Sinha, Kunal Singh.