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
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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 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 Total Funding
- Total Rounds 4
- Last Round Angel Round — $48,517
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First Round
First Round
(14 Jan 2020)
- Investors Count 10
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov, 2022 | Amount | Angel Round - Wealthzi | Valuation |
investors |
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| Jul, 2021 | Amount | Seed - Wealthzi | Valuation | Yatin D Sankholkar | |
| Dec, 2020 | Amount | Angel Round - Wealthzi | Valuation | Rahul Dhawan |
| 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 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. 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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Founded Year | Domain | Location | |
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YD
Yatin D Sankholkar |
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Founded Year | Domain | Location |
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SK
Siyad K Moideenkutty |
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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 Wealthzi
| 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 - Wealthzi
| 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 |
Wealthzi Comparisons
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. 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 |
Investment solutions and portfolio management are provided for affluent individuals.
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| domain | founded_year | HQ Location |
Digital wealth management platform is offered for personalized investments.
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| domain | founded_year | HQ Location |
Asset & wealth management platform
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| domain | founded_year | HQ Location |
Wealth management, family office services, and investment opportunities are provided.
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| domain | founded_year | HQ Location |
Wealth management and financial products are provided online for individuals.
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| domain | founded_year | HQ Location |
App-based mutual fund investment platform
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Wealthzi
Frequently Asked Questions about Wealthzi
When was Wealthzi founded?
Wealthzi was founded in 2019 and raised its 1st funding round 1 year after it was founded.
Where is Wealthzi located?
Wealthzi is headquartered in Noida, India. It is registered at Noida, Uttar Pradesh, India.
Is Wealthzi a funded company?
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 $68.23K, raised on Jan 14, 2020.
What is the annual revenue of Wealthzi?
Annual revenue of Wealthzi is $166.56K as on Mar 31, 2023.
What does Wealthzi do?
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.
Who are the top competitors of Wealthzi?
What products or services does Wealthzi offer?
Wealthzi offers Mutual Funds Platform, Portfolio Tracking, and Fixed Deposits Service.
Who are Wealthzi's investors?
Wealthzi has 11 investors. Key investors include Nivesh, Yatin D Sankholkar, Siyad K Moideenkutty, Kapil Barochiya, and Sanjay Sacheti.
What is Wealthzi's valuation?
The valuation of Wealthzi is $4.4M as of Nov 2022.
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