About WealthSpectrum
WealthSpectrum is a company based in Ahmedabad (India) founded in 1991 by Mihir Parekh. It operates as a B2B and SaaS. The company has 38 employees as of March 31, 2023. WealthSpectrum offers products and services including Portfolio Manager, Wealth Manager, Family Office, Alternative Investment Fund, and Multi-Currency Fund. WealthSpectrum operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter Ahmedabad, India
- Employees 38 as on 31 Mar, 2023
- Founders Mihir Parekh
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Applied Software Private Limited
- Date of Incorporation 17 Oct, 1990
- Jurisdiction Ahmedabad, Gujarat, India
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Annual Revenue
$5.51 M (USD)57.44as on Mar 31, 2023
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Net Profit
$2.49 M (USD)85.02as on Mar 31, 2023
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EBITDA
$3.92 M (USD)54.99as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
38
as on Mar 31, 2023
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Products & Services of WealthSpectrum
WealthSpectrum offers a comprehensive portfolio of products and services, including Portfolio Manager, Wealth Manager, Family Office, Alternative Investment Fund, and Multi-Currency Fund.
Tool for managing investment portfolios and optimizing performance.
Software for tracking and advising on personal wealth strategies.
Platform for handling family investment and estate management.
System for managing alternative investment funds and assets.
Software for handling multi-currency investment funds securely.
Funding Insights of WealthSpectrum
Detailed funding history for WealthSpectrum
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Investments & Acquisitions by WealthSpectrum
Investment portfolio details for WealthSpectrum
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Financial Statements - WealthSpectrum
Detailed financials for WealthSpectrum
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Wealthspectrum Comparisons
Peer comparison for WealthSpectrum
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Competitors of WealthSpectrum
WealthSpectrum 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 Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Integrated wealth management solutions are offered for advisors and institutions.
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Portfolio management solutions are offered to financial advisors.
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Wealth management solutions are delivered via an online platform.
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Provider of API enabling brokerage account connectivity for data and trading
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Digital wealth tools are provided to empower financial advisors.
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Detailed competitors of WealthSpectrum
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Latest news on Wealthspectrum
Complete news archive for WealthSpectrum
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Frequently Asked Questions about WealthSpectrum
WealthSpectrum was founded in 1991.
WealthSpectrum is headquartered in Ahmedabad, India. It is registered at Ahmedabad, Gujarat, India.
As of Mar 31, 2023, the latest employee count at WealthSpectrum is 38.
Annual revenue of WealthSpectrum is $5.51M as on Mar 31, 2023.
WealthSpectrum provides all-in-one software solutions for front, mid, and back office functions in investment management. It enables efficient portfolio management, wealth tracking, and alternative fund handling, serving over 250 managers with more than 300 billion in assets. Based in Ahmedabad, India, it focuses on compliance, productivity, and client access through cloud or on-premise deployment, reducing errors and enhancing user experience.
WealthSpectrum's top competitors include Altruist, Nucleus Financial and QPLIX.
WealthSpectrum offers Portfolio Manager, Wealth Manager, Family Office, Alternative Investment Fund, and Multi-Currency Fund.