Wealthy
Company

Last deal

$5.4M
Local Amount - INR 450M

Amount

Venture - Series Unknown

Stage

30.05.2024

Date

3

all rounds

$13.61M

Total amount

date founded

Financing round

General

About Company
Wealthy is a financial services platform that uses technology to offer superior financial advice and transaction capabilities.

Industry

Sector :

Subsector :

Keywords :

Also Known As

Build Wealth Technologies Private Limited

founded date

01.01.2015

Number of employees

Company Type

For Profit

Last funding type

Venture - Series Unknown

IPO status

Private

Description

Wealthy's suite of products includes customer-facing advice tools, a paper-less execution platform, and internal tools to manage customer experience and run the business. Their wealth management platform helps users make smart investment decisions by providing insightful information on portfolio asset allocation, diversification, and rebalancing. Wealthy's platform is enabling professionals to grow wealth for investors and build a second income.
Contacts
Legal Names

Legal name

Build Wealth Technologies Private Limited
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Funding Rounds
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Number of Funding Rounds

$13.61M

Money Raised

Their latest funding was raised on 30.05.2024. Their latest investor Neeraj Arora. Their latest round Venture - Series Unknown

Date 
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Investors 
Money Raised 
Lead 
30.05.2024
3
$5.4M
Local Amount - INR 450M
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5
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7
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Subsector

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Co-Investors
Investors
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Number of lead investors

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Number of investors

Investor 
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Pre-Seed
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Pre-Seed
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Neeraj Arora

Neeraj Arora

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Savrola Lakshmi

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People

Founders
5
Tarun Khera
Tarun Khera

Tarun Khera

Founder at Wealthy

current job

Wealthy
Wealthy

organization founded

1

Tarun Khera

Somit Srivastava
Somit Srivastava

Somit Srivastava

http://somitsrivastava.com

current job

Wealthy
Wealthy

organization founded

1

Somit Srivastava

Prashant Gupta
Prashant Gupta

Prashant Gupta

Founder at Wealthy

current job

Wealthy
Wealthy

organization founded

1

Prashant Gupta

Amit Mondal

current job

BizCollab
BizCollab

organization founded

1

Amit Mondal

Employee Profiles
8

Mathieu Guilmineau

Co-Founder and CTO

Prashant Gupta

Prashant Gupta

Co-Founder

Somit Srivastava

Somit Srivastava

Chief Technology Officer

Tarun Khera

Tarun Khera

Frontend Lead

Mohit Shah

Mohit Shah

Product Lead

Harit Gautam

Chief Business Officer

Aditya Agarwal

Aditya Agarwal

Co-Founder

Activity

Recent News
1