Wise Finserv

Noida, India Founded: 2013 • Age: 13 yrs
Delivers wealth management and financial planning services for effective client strategies.
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About Wise Finserv

Wise Finserv is a company based in Noida (India) founded in 2013. It operates as a B2B. Wise Finserv operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.

  • Headquarter Noida, India
  • Sectors
    Business Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Wise Finserv Private Limited
  • Date of Incorporation 15 Mar, 2013
  • Jurisdiction New Delhi, Delhi, India
Operational Areas
Business Services → Financial, Accounting & Compliance Services
Key Metrics
  • Annual Revenue
    $398.49 K (USD)
    102.49
    as on Mar 31, 2022
  • Net Profit
    $57.39 K (USD)
    118.05
    as on Mar 31, 2022
  • EBITDA
    $59.14 K (USD)
    43.28
    as on Mar 31, 2022
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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People of Wise Finserv
Headcount 50-200
Employee Profiles 9
Employee Profiles
People
Ajay Yadav
CEO
People
Kritika Jain
Wealth Manager Intern
People
Charu Pahuja
Director & Chief Operating Officer
People
Kajal Singh
Vice President & Operations Head- Investment Products & Services

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Funding Insights of Wise Finserv

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Wise Finserv

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Wise Finserv

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Wise Finserv Comparisons

Employees
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Competitors of Wise Finserv

Wise Finserv 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 Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, 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
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Mutual funds, portfolio management, and retirement planning services are offered.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Wise Finserv

Frequently Asked Questions about Wise Finserv

When was Wise Finserv founded?

Wise Finserv was founded in 2013.

Where is Wise Finserv located?

Wise Finserv is headquartered in Noida, India. It is registered at Noida, Uttar Pradesh, India.

What is the annual revenue of Wise Finserv?

Annual revenue of Wise Finserv is $398.49K as on Mar 31, 2022.

What does Wise Finserv do?

Wise Finserv operates with a B2B model, focusing on finance, managing wealth portfolios, providing financial planning, and providing advisory services. Delivers wealth management and financial planning services for effective client strategies. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.

Who are the top competitors of Wise Finserv?

Wise Finserv's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.

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