- Headquarters
- Bengaluru
- Employees
- 201–500
- Founded
- 2015
- Business Model
- B2B
- Website
- wealthy.in
- Total Funding
- $28.1M
- Last Round
- $13.6M Series BNov 2025
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 1 investor for this company. The full record is or through the API.
About
Wealthy is an AI-powered platform for Mutual Fund Distributors (MFDs) and wealth advisors in India, providing digital infrastructure to manage client onboarding, portfolio tracking, SIP management, product research, and marketing from a single app. The platform supports over 10,000 wealth partners across 25+ offices and manages Rs 6,000 crore+ in AUM, offering tools spanning mutual funds, stocks, insurance, fixed deposits, bonds, PMS, and AIF. Founded in 2015 by Aditya Agarwal and Prashant Gupta (IIT/IIM alumni), Wealthy raised ₹130 crore in a Series B round in late 2025.
Summary
It lists 201–500 employees. It has raised $28.1M in total across 2 rounds, most recently a $13.6M Series B round in Nov 2025. Investors include Bertelsmann India Investments.
Tech & App Stack
4 technologies & apps tracked
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Funding History
Nov 2025
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Funding: Series B. Amounts, valuations, and investors where available.
Investors
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