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Smallcase

Fintech · Bengaluru, India · Founded 2015

Offering a new way to invest in the stock markets MoreLess

Smallcase is a fintech company that provides a platform for retail investors to invest in curated portfolios of stocks and Exchange Traded Funds (ETFs). These portfolios, known as 'smallcases', are designed by financial experts and are based on specific themes, strategies, or objectives, making it easier for investors to diversify their investments without extensive research. The company primarily serves individual investors who are looking for a simplified and transparent way to invest in the stock market. Operating in the Indian financial market, Smallcase collaborates with leading brokerage firms to offer its services directly through their platforms. The business model is based on earning commissions from these brokerage partnerships and subscription fees for premium services. By offering a range of smallcases tailored to different risk appetites and investment goals, Smallcase aims to democratize access to sophisticated investment strategies.

Keywords: fintech, retail investors, curated portfolios, stocks, ETFs, Indian market, brokerage partnerships, investment strategies, diversification, financial experts.

Valuation $100–500M
Revenue $10–50M
Headcount 100–500
Total funding $100–500M
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Smallcase and the history behind them.

Company overview

Smallcase company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2015
Headquarters
Bengaluru, India
Employees
389
Open positions
19
Dealroom signal
83.7
Investment activity
1 companies · latest Nov 2021
Capital deployed
$5M
Preferred round
SEED
client focusb2bclient focusb2csub industryWealth Managementbusiness modelMarketplace & ecommerceindustryFintechsectorNeo Brokers Trading

Valuation & funding

Smallcase funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES DOther financing Mar 2025 $50M $200M State Street Global Advisors · Elev8 Venture Partners · Faering Capital · Arkam Ventures
SERIES COther financing Aug 2021 $40M $160M Premji Invest · Beenext · HDFC Bank · Sequoia
SERIES BOther financing Sep 2020 $14M $56M Blume Ventures · Beenext · Nakul Zaveri · Sequoia
SERIES AOther financing Feb 2019 $8M $32M WEH Ventures · Blume Ventures · Beenext · Sequoia
Showing 4 recorded eventsUnlock the complete deal history →

Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
2026 $16M 0% 389
2025 $16M 0% 381
2024 $16M 0% 300
2023 $16M 0% 293
2022 $16M 0% 310
2021 $16M 0% 240
2020 $16M 125
Company filings, research estimates and Dealroom dataOpen the full financial model →

Growth signals

Smallcase website traffic

Latest recorded traffic for Smallcase is 750K monthly website visits, down 12.8% over the last three months. Smallcase's team grew 2.1% over the past year.

Latest monthly visits750K 3-month web change-12.8% 1-year team growth+2.1%
Monthly website visits101 observations · Mar 2018–Jul 2026
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Comparisons

Smallcase compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Capital deployed

Smallcase investments and acquisitions

Recent portfolio relationships for companies that also act as investors or acquirers.

Talent graph

Smallcase's talent

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Team profiled 23 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

18 investors on Smallcase's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Series A 10 investors entered at this stage
Sequoia
WEH Ventures
Blume Ventures
Beenext
DSP Group
Nakul Zaveri
HDFC
Milestone Trusteeship Services
Universal Trustees
Unitary Funds
Series B+ 8 investors entered at this stage
Faering Capital
Premji Invest
HDFC Bank
Amazon
Arkam Ventures
Elev8 Venture Partners
State Street Global Advisors
Niveshaay

Global footprint

Where Smallcase has talent and traffic

Workforce by country
4 countries with
team presence
🇮🇳 India97.8%
🇬🇧 United Kingdom0.3%
🏳️ Somalia0.3%
🇹🇳 Tunisia0.3%
4 countries shown

In the news

Latest news about Smallcase

Recent press, funding announcements, and product moves mentioning Smallcase — open to read from the original sources.

See all news

Market sentiment

What the market is saying about Smallcase

An AI-synthesized read of the highest-engagement posts about Smallcase on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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