WealthTrust (Financial Software) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 6

Employees

  • Latest Deal Type
  • M&A

WealthTrust (Financial Software) General Information

Description

Developer of an application designed to manage and track investments. The company's application provides direct mutual funds from multiple AMCs that can be easily tracked and managed on the application, enabling users to transact across 10000+ schemes seamlessly and securely in a few clicks.

Contact Information

Website
www.wealthtrust.in
Formerly Known As
Wealthee
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 1710, Lodha Supremus Saki Vihar Road
  • Powai
  • Mumbai, Maharashtra 400072
  • India
Primary Industry
Financial Software
Other Industries
Application Software
Acquirer
OroWealth
Corporate Office
  • 1710, Lodha Supremus Saki Vihar Road
  • Powai
  • Mumbai, Maharashtra 400072
  • India

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WealthTrust (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 10-Jan-2019 Completed Generating Revenue
3. Early Stage VC 23-Jan-2018 Completed Generating Revenue
2. Early Stage VC 04-Aug-2017 $311K $385K Completed Generating Revenue
1. Seed Round 01-Jul-2016 $74.4K $74.4K Completed Generating Revenue
To view WealthTrust (Financial Software)’s complete valuation and funding history, request access »

WealthTrust (Financial Software) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Preference
CCPS
CCPS
Preference 3,049 $0.156898 $51.46 $51.46 1x $51.46 9.57%
Preference 1,951 $0.156898 $40.21 $40.21 1x $40.21 6.12%
To view WealthTrust (Financial Software)’s complete cap table history, request access »

WealthTrust (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an application designed to manage and track investments. The company's application provides direct mutual f
Financial Software
Mumbai, India
6 As of 2016

Dubai, United Arab Emirates
 

Bengaluru, India
 
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WealthTrust (Financial Software) Competitors (5)

One of WealthTrust (Financial Software)’s 5 competitors is Balance (Financial Software), a Venture Capital-Backed company based in Dubai, United Arab Emirates.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Balance (Financial Software) Venture Capital-Backed Dubai, United Arab Emirates
Groww Venture Capital-Backed Bengaluru, India
Piggy Venture Capital-Backed Bangalore, India
Happay Formerly VC-backed Bangalore, India
Fisdom Venture Capital-Backed Bengaluru, India
You’re viewing 5 of 5 competitors. Get the full list »

WealthTrust (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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WealthTrust (Financial Software) Former Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
India Quotient Venture Capital Minority
To view WealthTrust (Financial Software)’s complete investors history, request access »

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WealthTrust (Financial Software) FAQs

  • When was WealthTrust (Financial Software) founded?

    WealthTrust (Financial Software) was founded in 2015.

  • Where is WealthTrust (Financial Software) headquartered?

    WealthTrust (Financial Software) is headquartered in Mumbai, India.

  • What is the size of WealthTrust (Financial Software)?

    WealthTrust (Financial Software) has 6 total employees.

  • What industry is WealthTrust (Financial Software) in?

    WealthTrust (Financial Software)’s primary industry is Financial Software.

  • Is WealthTrust (Financial Software) a private or public company?

    WealthTrust (Financial Software) is a Private company.

  • What is WealthTrust (Financial Software)’s current revenue?

    The current revenue for WealthTrust (Financial Software) is .

  • How much funding has WealthTrust (Financial Software) raised over time?

    WealthTrust (Financial Software) has raised $882K.

  • Who are WealthTrust (Financial Software)’s investors?

    India Quotient has invested in WealthTrust (Financial Software).

  • Who are WealthTrust (Financial Software)’s competitors?

    Balance (Financial Software), Groww, Piggy, Happay, and Fisdom are competitors of WealthTrust (Financial Software).

  • When was WealthTrust (Financial Software) acquired?

    WealthTrust (Financial Software) was acquired on 10-Jan-2019.

  • Who acquired WealthTrust (Financial Software)?

    WealthTrust (Financial Software) was acquired by OroWealth.

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