About WealthTech
WealthTech is a company based in New York (United States) founded in 2016 by Shreya Choubey was acquired by Moneylion in March 2021.. WealthTech operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
- Headquarter New York, United States
- Founders Shreya Choubey
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Funding Insights of WealthTech
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2020 | Amount | Series A - WealthTech | Valuation | NFP Venture |
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| Jan, 2019 | Amount | Series A - WealthTech | Valuation | Broadhaven Capital Partners |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in WealthTech
WealthTech has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Moneylion, Broadhaven Capital Partners and NFP Venture. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Venture capital firm focused on fintech & insurtech sectors
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Founded Year | Domain | Location | |
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Regional investment bank services in M&A and finance are provided.
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Founded Year | Domain | Location | |
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Instant consumer loans and mobile banking are offered online.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by WealthTech
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - WealthTech
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthtech Comparisons
Competitors of WealthTech
WealthTech 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, Nucleus Financial, CAIS, Fintso and GeoWealth, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management software
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealthtech
Frequently Asked Questions about WealthTech
When was WealthTech founded?
WealthTech was founded in 2016 and raised its 1st funding round 3 years after it was founded.
Where is WealthTech located?
WealthTech is headquartered in New York, United States. It is registered at New York, New York, United States.
What does WealthTech do?
WealthTech was established in 2016 in New York, United States, within the financial technology sector. Financial planning and wealth management services are delivered to advisors and individual clients. An algorithmic engine called fGPS is employed to support decision-making in areas such as cash flow analysis, asset allocation, and investment risk assessment. Operations focus on enhancing advisory capabilities through these tools.
Who are the top competitors of WealthTech?
WealthTech's top competitors include Altruist, Nucleus Financial and QPLIX.
Who are WealthTech's investors?
WealthTech has 3 investors. Key investors include Moneylion, Broadhaven Capital Partners, and NFP Venture.
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