Wealthy Overview
- Year Founded
-
2015
- Status
-
Private
- Employees
-
194
- Latest Deal Type
-
Series B
- Latest Deal Amount
-
$5.41M
- Investors
-
21
Wealthy General Information
Description
Developer of a wealth management platform designed to recommend suitable portfolio allocations and make investment decisions. The company's platform helps in portfolio asset allocation, diversification, rebalancing, and automating data entry, and provides insightful information on wealth management, enabling users to easily manage investments based on their needs and to make the most out of their money.
Contact Information
Website
www.wealthy.inCorporate Office
- PN Plaza, 1090/B, Ground Floor, 18th Cross Road
- 3rd Sector, HSR Layout
- Bengaluru, Karnataka 560102
- India
Corporate Office
- PN Plaza, 1090/B, Ground Floor, 18th Cross Road
- 3rd Sector, HSR Layout
- Bengaluru, Karnataka 560102
- India
Wealthy Timeline
Wealthy Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 8. Later Stage VC (Series B) | 30-May-2024 | $5.41M | Completed | Generating Revenue | ||
| 7. Secondary Transaction - Private | Completed | Generating Revenue | ||||
| 6. Later Stage VC (Series A) | 08-Feb-2022 | Completed | Generating Revenue | |||
| 5. Seed Round | 23-Oct-2019 | Completed | Generating Revenue | |||
| 4. Early Stage VC | 30-Jun-2017 | Completed | Generating Revenue | |||
| 3. Early Stage VC | 08-Aug-2016 | Completed | Generating Revenue | |||
| 2. Seed Round | 17-Mar-2016 | $234K | $234K | Completed | Generating Revenue | |
| 1. Seed Round | 01-Sep-2015 | Completed | Startup |
Wealthy Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series C CCPS | ||||||||
| Preference | ||||||||
| Preference | ||||||||
| Preference | ||||||||
| Preference | 7,957 | $0.119928 | $30.54 | $30.54 | 1x | $30.54 | 2.91% | |
| Preference | 11,988 | $0.119928 | $15.89 | $15.89 | 1x | $15.89 | 4.39% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Wealthy Comparisons
Industry
Financing
Details
Wealthy Competitors (11)
One of Wealthy’s 11 competitors is Fisdom, a Venture Capital-Backed company based in Bengaluru, India.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Fisdom | Venture Capital-Backed | Bengaluru, India | ||||
| Nivesh | Venture Capital-Backed | Noida, India | ||||
| Fincash | Angel-Backed | Thane, India | ||||
| Scripbox | Venture Capital-Backed | Bengaluru, India | ||||
| OroWealth | Private Equity-Backed | Mumbai, India |
Wealthy Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
News about Wealthy
Dive into recent articles by PitchBook offering invaluable insights and context.
-
NEWS | Apr 2, 2025
Goldman Sachs launches new evergreen PE fund for wealthy investors
The fund invests across buyout, growth, secondaries and co-investments
-
NEWS | Mar 31, 2025
Larry Fink pushes for wealthy investors' dollars
BlackRock's CEO knows that competition for capital from individual investors is steep.
-
NEWS | Oct 1, 2024
Coller Capital's new private credit secondaries fund targets wealthy investors
Secondaries specialist unveiled a new private credit fund as part of its efforts to expand into the private wealth market.
-
NEWS | Jul 23, 2024
Blackstone hooks Japan's wealthy in $1.2B PE raise
Blackstone has put the spotlight on opportunities in Japan as it manages to raise $1.2 billion in capital for its inaugural retail fund in the region.
Wealthy Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Wealthy Investors (21)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Angel (individual) | Minority | |||
| Alpha Wave Global | Growth/Expansion | Minority | ||
| Angel (individual) | Minority | |||
| Bharat Founders Fund | Venture Capital | Minority | ||
| Angel (individual) | Minority |
Wealthy Investments (1)
Wealthy’s most recent deal was a Seed Round with Manastu Space for . The deal was made on 05-Sep-2023.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Manastu Space | 05-Sep-2023 | Seed Round | Aerospace and Defense |
Wealthy FAQs
-
When was Wealthy founded?
Wealthy was founded in 2015.
-
Where is Wealthy headquartered?
Wealthy is headquartered in Bengaluru, India.
-
What is the size of Wealthy?
Wealthy has 194 total employees.
-
What industry is Wealthy in?
Wealthy’s primary industry is Financial Software.
-
Is Wealthy a private or public company?
Wealthy is a Private company.
-
What is the current valuation of Wealthy?
The current valuation of Wealthy is .
-
What is Wealthy’s current revenue?
The current revenue for Wealthy is .
-
How much funding has Wealthy raised over time?
Wealthy has raised $15.2M.
-
Who are Wealthy’s investors?
, Alpha Wave Global, , Bharat Founders Fund, and are 5 of 21 investors who have invested in Wealthy.
-
Who are Wealthy’s competitors?
Fisdom, Nivesh, Fincash, Scripbox, and OroWealth are some of the 11 competitors of Wealthy.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
