About Wealthzi
Wealthzi is a Technology company based in Noida (India) founded in 2019 by Pradeep Pillai, and was acquired by Nivesh in November 2024. Digital platform for mutual funds and portfolio management is provided. Wealthzi has raised $553.83 thousand across 4 funding rounds from investors including Nivesh, Yatin D Sankholkar and Siyad K Moideenkutty. Wealthzi was last valued at $4.4 million in November 2022. Its Indian entity Lime Internet Private Limited reported revenue of ₹1.21 Cr. Wealthzi offers products and services including Mutual Funds Platform, Portfolio Tracking, and Fixed Deposits Service. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Dezerv, Wealthy and ASK Group; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Noida, India
- Founders Pradeep Pillai
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website wealthzi.com
- Social LinkedIn X Facebook Instagram
- Acquired by Nivesh (Nov 2024)
- Legal Name Lime Internet Private Limited
- Date of Incorporation 13 Jan, 2017
- Jurisdiction New Delhi, Delhi, India
Associated legal entities of Wealthzi
Wealthzi operates through Lime Internet Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Lime Internet Private Limited CIN U74999DL2017PTC310507 | Active | 13 Jan 2017 | New Delhi, Delhi | ₹1.2 Cr | 3 | View details |
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.
- Total Funding $553,825
- Total Rounds 4
- Last Round Angel Round — $48,517
- First Round $141,192
(Jan 2020)
- Investors Count 10
All 4 funding rounds of Wealthzi 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 2022 | $48,517 | Angel Round | $4.4M | – | |
| Jul 2021 | $295,891 | Seed | $3.24M | Yatin D Sankholkar | |
| Dec 2020 | $68,225 | Angel Round | $••••• | Rahul Dhawan | |
| Jan 2020 | $141,192 | Angel Round | $••••• | Sonali Jain | – |
| Date | Valuation | Stage |
|---|---|---|
| Nov 2022 | $4.4M | •••••••• |
| Jul 2021 | $3.24M | •••••••• |
| Dec 2020 | $••••• | •••••••• |
| Jan 2020 | $••••• | •••••••• |
Full valuation and stage history of Wealthzi
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
- All valuation points
- Stage changes
- Dates
- Exports
Verified entity values are shown only after access is granted.
Last known valuation $4.4M (Nov 2022). 11 investors in total: 2 institutional and 9 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
YD Yatin D Sankholkar | unknown_264bd67f118c4b28b | |||
SK Siyad K Moideenkutty | unknown_02c70f03d80d44069 | |||
KB Kapil Barochiya | unknown_541ddc1cf4e54ad99 | |||
SS Sanjay Sacheti | unknown_7770242af94f4dc1b | |||
RD Rahul Dhawan | Angel investor and entrepreneur, founder of Boundary Holding, focused on tech investments. | unknown_61022cc2ea2a4c51a | ||
MN Mahesh Nair | Angel investor and entrepreneur, focused on tech startups in India. | unknown_bf13a0671c344ee68 | ||
RS Rohit S Rathi | unknown_1357c8ff946542f68 | |||
SP Sahad Pokkarath Valiyakath | Angel investor and entrepreneur, focused on tech startups in India. | unknown_f4ab06f9002341978 | ||
SJ Sonali Jain | unknown_6782f0174a2a40c5a |
Investor details for Wealthzi
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Lime Internet Private Limited (Wealthzi)
Lime Internet Private Limited is the primary company behind Wealthzi. The board of Lime Internet Private Limited currently have 3 directors; the longest-serving is Jyoti Prakash Nayak, appointed in 2023. 8 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jyoti Prakash Nayak DIN 10303887 | Director | 02 Sep 2023 | 3 yrs 2 mo | Lime Internet Private Limited |
| Anurag Garg DIN 07295559 | Director | 01 Oct 2024 | 2 yrs 1 mo | Lime Internet Private Limited |
| Vivek Khare DIN 07707793 | Director | 15 Nov 2024 | 1 yr 11 mo | Lime Internet Private Limited |
People of Wealthzi
1 people are tracked at Wealthzi (1 in leadership).
| Name | Role | Group |
|---|---|---|
Pradeep Pillai | Co-Founder | Leadership |
Complete people profiles for Wealthzi
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Wealthzi
Figures of Lime Internet Private Limited, the primary company behind Wealthzi, for FY 2025. Revenue was ₹1.21 Cr (-29% year on year). Net loss was -₹25.4 Lakh (-21% margin). EBITDA was ₹16 Lakh (13% margin). Revenue has grown at a compounded annual rate of +10% over three years and +133% over five years.
- ₹1.21 CrRevenue · FY 2025 · -29% YoY
- -₹25.4 LakhNet loss · -21% margin
- ₹16 LakhEBITDA · 13% margin
- ₹12.9 LakhPaid-up capital
- +10%Revenue CAGR, 3 years
- +133%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Lime Internet Private Limited are on its company page.
Detailed financial statements for Wealthzi
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 Wealthzi
5 dated milestones of Wealthzi across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthzi is founded.
- Funding First funding round of $141K.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Angel Round, of $49K.
- Exit Acquired by Nivesh.
Competitors of Wealthzi
Wealthzi has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| 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. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed competitors of Wealthzi
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 Wealthzi (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 549.14 M | 3,823 | |
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 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. The company's 1st funding round was a Angel Round of $141.19K, raised on Jan 2020.
The primary company behind Wealthzi, Lime Internet Private Limited, reported revenue of ₹1.21 Cr for FY 2025, down 29% year on year.
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.
Wealthzi operates through Lime Internet Private Limited.
Yes. Wealthzi was acquired by Nivesh in November 2024.
The legal entities of Wealthzi currently have 3 directors, including Jyoti Prakash Nayak, Vivek Khare, Anurag Garg.