About Wealthy
Wealthy is a Technology company based in Bengaluru (India) founded in 2015 by Prashant Gupta and Aditya Agarwal. Digital wealth management platform is offered for personalized investments. Wealthy has raised $36.79 million across 10 funding rounds from investors including Angel List, Wellfound and Venture Highway VC. Wealthy was last valued at $31.42 million in November 2023. Its chief executive, as recorded, is Aditya Agarwal. Its website wealthy.in draws about 39 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Dezerv, ASK Group and Neo Wealth; 3 of its 3 listed competitors have raised funding.
Company details
Provider of a digital wealth management platform. It offers personalized investment solutions, including mutual funds, fixed deposits, debentures, and portfolio management services. The platform features tools for tracking investments and managing portfolios, along with seamless trading capabilities and minimal brokerage charges. Investment experts curate portfolios tailored to individual goals and risk profiles. The company also provides educational resources and support for investors.
- Total Equity Funding$36.79M (USD)
in 10 rounds
- Latest Funding Round$14.5M (USD), Series B
Nov 2025
- InvestorsAngel List
& 88 more
Associated legal entities of Wealthy
Wealthy is associated with 3 registered companies on The Company Check. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealthyin Broking Private Limited CIN U67110KA2022PTC159371 | Active | 29 Mar 2022 | Bangalore, Karnataka | ₹1.3 Cr | 15 | 4 | View details |
| Wealthyin Customer Services Private Limited CIN U74900KA2015PTC083474 | Active | 16 Oct 2015 | Bangalore, Karnataka | ₹20.6 Cr | 28 | 2 | View details |
| Buildwealth Technologies Private Limited CIN U74900KA2015PTC082357 | Active | 19 Aug 2015 | Bangalore South, Karnataka | ₹42.7 Cr | 92 | 2 | View details |
Apps and channels of Wealthy
Wealthy publishes 2 mobile apps with over 100K+ downloads; its YouTube channel Wealthy Partner has 16.3K subscribers and 30 videos.
Videos from Wealthy
The most watched videos on Wealthy's YouTube channel, Wealthy Partner (16.3K subscribers). Click a video to play it here.
More on Wealthy Partner.
Funding Insights of Wealthy
Wealthy has successfully raised a total of $36.79M across 10 strategic funding rounds. The most recent funding activity was a Series B round of $14.5 million completed in November 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $36.79M
- Total Rounds 10
- Last Round Series B — $14.5M
- First Round $237,000
(Nov 2015)
- Investors Count 89
All 10 funding rounds of Wealthy with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2025 | $14.5M | Series B | – | Bertelsmann India Investments | |
| Jun 2025 | $1.89M | Series A | – | – | |
| Dec 2024 | $1.8M | Series A | – | – | |
| May 2024 | $5.4M | Series A | – | Alpha Wave Global, Kunal Gupta | |
| Nov 2023 | $3.44M | Series A | $31.42M | Good Capital | |
| Dec 2021 | $7.5M | Series A | $31.48M | Alpha Wave Global | |
| Mar 2019 | $1.3M | Seed | $••••• | EMVC, Good Capital | |
| Jul 2017 | $419,458 | Seed | $••••• | Venture Highway | |
| Aug 2016 | $303,361 | Seed | $••••• | Venture Highway | |
| Nov 2015 | $237,000 | Seed | $••••• | Lara Shankar, Sudarshan Kumar Dhamija |
| Date | Valuation | Stage |
|---|---|---|
| Nov 2023 | $31.42M | •••••••• |
| Dec 2021 | $31.48M | •••••••• |
| Mar 2019 | $••••• | •••••••• |
| Jul 2017 | $••••• | •••••••• |
| Aug 2016 | $••••• | •••••••• |
| Nov 2015 | $••••• | •••••••• |
Full valuation and stage history of Wealthy
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
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Verified entity values are shown only after access is granted.
Last known valuation $31.42M (Nov 2023). 89 investors in total: 21 institutional and 68 angel.
Investors in Wealthy
Wealthy has secured backing from 89 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Angel List, Wellfound and Venture Highway VC.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm focused on growth-stage companies | alphawaveglobal.com | New York, United States | ||
Seed to series A startups receive investments from Good Capital. | goodcapital.vc | Delhi, India | ||
Fintech venture capital investments in emerging markets, focusing on financial and commerce ecosystems. | 2018 | em.vc | Bengaluru, India | |
Early-stage investments are made in fintech, retail, and healthtech sectors. | 2015 | venturehighway.vc | Delhi, India | |
Early-stage investment and support for technology companies. | 2013 | tracxnlabs.com | Bengaluru, India | |
Seed & early stage tech-focused micro-VC firm investing primarily in the US | v1.vc | Boulder, United States | ||
Investment services are provided for maximizing gains over time. | vycapital.com | Menlo Park, United States | ||
Smile Group is engaged in investing, building, and partnering with disruptive founders across Asia. | smile.group | Gurugram, India | ||
Fintech sector investments are managed by GD Trading FZE. | ||||
Venture capital firm backed by Bertelsmann | biifund.com |
Investor details for Wealthy
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Board of directors of Wealthy
The boards of the 3 registered companies of Wealthy currently have 6 directors; the longest-serving is Prashant Gupta, appointed in 2015. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Prashant Gupta DIN 07198453 | Director | 19 Aug 2015 | 11 yrs 2 mo | Buildwealth Technologies Private Limited, Wealthyin Customer Services Private Limited |
| Aditya Agarwal DIN 02974924 | Director | 19 Aug 2015 | 11 yrs 2 mo | Buildwealth Technologies Private Limited, Wealthyin Customer Services Private Limited |
| Dilip Kumar Singh DIN 07586174 | Director | 11 Sep 2023 | 3 yrs 1 mo | Wealthyin Broking Private Limited |
| Neelakanda Pillai Deepakumar DIN 10956153 | Director | 17 Apr 2025 | 1 yr 6 mo | Wealthyin Broking Private Limited |
| Balaji Behera DIN 11324095 | Additional Director | 03 Oct 2025 | 1 yr 1 mo | Wealthyin Broking Private Limited |
| Palakunnel Raman Anoop DIN 11392787 | Additional Director | 24 Nov 2025 | 11 mo | Wealthyin Broking Private Limited |
People of Wealthy
16 people are tracked at Wealthy (4 in leadership, 2 in board & advisors, 10 in team).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder & CEO | Leadership | |
Somit Srivastava | Chief Technology Officer | Leadership |
| Director @wealthy Broking | Technology Head Wealthy Broking | Leadership | |
Ritik Kumar | Branch Manager- PST | Board & advisors |
Kriti Sinha | Branch Manager - PST | Board & advisors |
Om Athalye | Software Development Engineer | Team |
Ramprasad Mondal | Software Team Lead | Team |
Shaurya Barkund | Sde-1: Backend | Team |
Muhamed Afsal V P | Software Engineer | Team |
Venkatesh Pullaganti | Engineering | Team |
Vikram Kumar | Software Development Engineer 2 | Team |
Roshan Prasad | Lead Product Designer | Team |
Pooja Poojary | Product Designer | Team |
Hitesh Sachdev | Software Engineer | Team |
Yash Rastogi | SDE 1 | Team |
Complete people profiles for Wealthy
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Financials of Wealthy
Figures of Buildwealth Technologies Private Limited, the primary company behind Wealthy, for FY 2026. Revenue was ₹42.69 Cr (+21% year on year). Net loss was -₹45.17 Cr (-106% margin). EBITDA was -₹38.03 Cr (-89% margin). Revenue has grown at a compounded annual rate of +53% over three years and 0% over five years.
- ₹42.69 CrRevenue · FY 2026 · +21% YoY
- -₹45.17 CrNet loss · -106% margin
- -₹38.03 CrEBITDA · -89% margin
- ₹27.7 LakhPaid-up capital
- 92Employees (provident fund records)
- +53%Revenue CAGR, 3 years
- 0%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Buildwealth Technologies Private Limited are on its company page.
Detailed financial statements for Wealthy
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Wealthy
4 dated milestones of Wealthy across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthy is founded.
- Funding First funding round of $237K.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Series B, of $14.5M.
Competitors of Wealthy
Wealthy has 3 listed competitors in our database, 3 of them funded. They include Dezerv, ASK Group and Neo Wealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform | |
| neo-wealth.com | 2021 | Mumbai, India | $12.66M | 388 | Wealth management, family office services, and investment opportunities are provided. |
Detailed competitors of Wealthy
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Web traffic of Wealthy
The website of Wealthy (wealthy.in) receives about 39.1K visits a month and ranks #765,183 among all websites worldwide, #7,347 in Investing.
- Monthly visits39.1K
▼ 5.7% vs previous month
- Unique visitors17.4K
per month
- Global rank#765,183
among all websites
- Category rank#7,347
Finance · Investing
- Bounce rate57%
- Pages per visit2.1
- Average visit36 sec
- DevicesDesktop 31% · Mobile 69%
Websites whose visitors overlap most with Wealthy. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mutualfundwala.com | 100% | #7,998,250 | View details | ||
| anandrathiwealth.in | 98% | 55.5K | #571,708 | View details | |
| kotaksecurities.com | 98% | 4.1M | #12,156 | View details | |
| 360.one | 97% | 72.4K | #389,845 | View details | |
| indiainfoline.com | 96% | 630.1K | #78,261 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wealthy
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
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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 Wealthy (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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Related news about Wealthy
Complete news archive for Wealthy
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Frequently Asked Questions about Wealthy
Wealthy was founded in 2015.
Wealthy is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Aditya Agarwal is the CEO of Wealthy, as recorded in our data. They have also founded this company.
Wealthy is a funded company, having raised a total of $36.79M across 10 funding rounds to date. The company's 1st funding round was a Seed of $237K, raised on Nov 2015.
Provider of a digital wealth management platform. It offers personalized investment solutions, including mutual funds, fixed deposits, debentures, and portfolio management services. The platform features tools for tracking investments and managing portfolios, along with seamless trading capabilities and minimal brokerage charges. Investment experts curate portfolios tailored to individual goals and risk profiles. The company also provides educational resources and support for investors.
Wealthy's top competitors include Dezerv, ASK Group and Neo Wealth.
Wealthy has 89 investors. Key investors include Angel List, Wellfound, Venture Highway VC, EMVC, and Tracxn Labs.
The valuation of Wealthy is $31.42M as of Nov 2023.
Wealthy is associated with 3 legal entities: Buildwealth Technologies Private Limited, Wealthyin Broking Private Limited, Wealthyin Customer Services Private Limited.
The legal entities of Wealthy currently have 6 directors, including Prashant Gupta, Aditya Agarwal, Palakunnel Raman Anoop and others.
Yes. Wealthy publishes Wealthy: Stocks & Mutual Funds and 1 more app, with over 100,000 downloads.