W
Wealthy
Helping you make better financial decisions
About Wealthy
Wealthy is a financial technology company that simplifies wealth management services, making them accessible to a broader audience. The company offers a range of services including investment advisory, portfolio tracking, and financial planning. Wealthy serves both individual investors and financial professionals, providing tools that help manage and grow wealth effectively. The company operates in the wealth management market, focusing on democratizing access to financial services that were traditionally available only to the affluent. Wealthy's business model involves offering a variety of financial products and services, such as mutual funds, tax-saving investments, and long-term investment strategies. The company generates revenue through fees associated with these financial products and advisory services. By leveraging technology, Wealthy provides a user-friendly platform that allows clients to track their investments, plan their finances, and make informed financial decisions. The company has built a reputation for trust and reliability, attracting over 1000 Wealth Partners across the country who use its platform to help their clients grow wealth. Wealthy aims to create a secure financial future for its users by offering a diversified portfolio of investment options and robust financial planning tools.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2015
- Headquarters
- Bengaluru, India
- Employees
- 449
- Open positions
- 1
- Dealroom signal
- 91.7/100
- Industry
- Fintech
- Sub-industry
- Mortgages & Lending, Financial Management Solutions
- Sector
- Fintech, Wealth Management, Asset Management, Platform, financial inclusion
- Client focus
- b2b
Latest news
Press, funding announcements and product moves mentioning Wealthy.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES B✓Equity / VC | Nov 2025 | $15M | $58M | Shepherd's Hill · Alpha Wave Incubation · Bertelsmann India Investment | ↗ |
| EARLY VC✓Equity / VC | May 2024 | $5.4M | $34M | Good Capital · Alpha Wave Incubation · Savrola Lakshmi | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Wealthy is 52K monthly website visits, down 23.5% over the last three months. Wealthy's team grew 30.1% over the past year.
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed11 investors entered at this stage
Investopad
Abhishek Goyal
Harpreet Singh Grover
Zishaan Hayath
Rohan Malhotra
Globevestor
Neeraj Arora
Venture Highway
Good Capital
V1.vc- TLTracxn Labs
Series A6 investors entered at this stage
- AIAlpha Wave Incubation
EMVC
Savrola Group- SLSavrola Lakshmi
Bertelsmann India Investment
Shepherd's Hill
Other known investors2 additional known investors
Alpha Wave Global
Bharat Founders Fund
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Wealthy on X, ranked by likes and reposts, corporate channels excluded.
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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