About Wealthzi
Wealthzi is a company based in Noida (India) founded in 2019 by Pradeep Pillai was acquired by Nivesh in November 2024. Wealthzi has raised $553.83 thousand across 4 funding rounds from investors including Nivesh, Yatin D Sankholkar and Siyad K Moideenkutty. Wealthzi offers products and services including Mutual Funds Platform, Portfolio Tracking, and Fixed Deposits Service. Wealthzi operates in a competitive market with competitors including Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.
- Headquarter Noida, India
- Founders Pradeep Pillai
- Stage Minicorn
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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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- Legal Name Lime Internet Private Limited
- Date of Incorporation 13 Jan, 2017
- Jurisdiction New Delhi, Delhi, India
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Annual Revenue
$166.56 K (USD)51.74as on Mar 31, 2023
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Net Profit
-$99.7 K (USD)-2.26as on Mar 31, 2023
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EBITDA
-$72.82 K (USD)23.45as on Mar 31, 2023
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Total Equity Funding
$553.83 K (USD)
in 4 rounds
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Latest Funding Round
$48.52 K (USD), Angel Round
Nov 01, 2022
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Investors
Nivesh
& 10 more
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Employee Count
Not available
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Acquired by
Nivesh
(Nov 10, 2024)
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Products & Services of Wealthzi
Wealthzi offers a comprehensive portfolio of products and services, including Mutual Funds Platform, Portfolio Tracking, and Fixed Deposits Service.
Platform for buying, selling, and tracking mutual fund investments.
Automated system for reviewing and rebalancing investment portfolios.
Tool for managing and investing in fixed deposits and bonds.
Funding Insights of Wealthzi
Wealthzi has successfully raised a total of $553.83K across 4 strategic funding rounds. The most recent funding activity was a Angel Round of $48.52 thousand completed in November 2022. 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.
Investors in Wealthzi
Wealthzi has secured backing from 11 investors, including angel and institutional investors. Prominent investors backing the company include Nivesh, Yatin D Sankholkar and Siyad K Moideenkutty.
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Yatin D Sankholkar |
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Siyad K Moideenkutty |
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Investor details for Wealthzi
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Wealthzi
Investment portfolio details for Wealthzi
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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Financial Statements - Wealthzi
Detailed financials for Wealthzi
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
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Wealthzi Comparisons
Peer comparison for Wealthzi
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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- Operating benchmarks
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Competitors of Wealthzi
Wealthzi 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 Dezerv, Wealthy, ASK Group, Neo Wealth and Nivesh, among others.
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Investment solutions and portfolio management are provided for affluent individuals.
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Digital wealth management platform is offered for personalized investments.
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Asset & wealth management platform
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Wealth management, family office services, and investment opportunities are provided.
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Wealth management and financial products are provided online for individuals.
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App-based mutual fund investment platform
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Detailed competitors of Wealthzi
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
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Verified entity values are shown only after access is granted.
Latest news on Wealthzi
Complete news archive for Wealthzi
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Frequently Asked Questions about Wealthzi
Wealthzi was founded in 2019 and raised its 1st funding round 1 year after it was founded.
Wealthzi is headquartered in Noida, India. It is registered at Noida, Uttar Pradesh, India.
Wealthzi is a funded company, having raised a total of $553.83K across 4 funding rounds to date.
Annual revenue of Wealthzi is $166.56K as on Mar 31, 2023.
Wealthzi was founded in 2019 in Noida, India, as a digital wealth management provider targeting emerging affluent individuals. Services are delivered through an online platform where investments in mutual funds, fixed deposits, bonds, portfolio management, and alternative funds can be researched and transacted. Automated tools for portfolio tracking, review, and rebalancing are included, supported by a proprietary algorithm. Guidance from wealth experts is also accessible to assist in portfolio management.
Wealthzi offers Mutual Funds Platform, Portfolio Tracking, and Fixed Deposits Service.
Wealthzi has 11 investors. Key investors include Nivesh, Yatin D Sankholkar, Siyad K Moideenkutty, Kapil Barochiya, and Sanjay Sacheti.
The valuation of Wealthzi is $4.4M as of Nov 2022.