Wealthy
Wealthy is a Bengaluru-based wealthtech platform providing AI-powered tools and digital infrastructure to mutual fund distributors (MFDs) and independent financial advisors (IFAs), covering mutual funds, stocks, fixed deposits, fixed income securities, and insurance products, and it also offers investment management and tracking tools directly to retail investors.
Wealthy: Funding Rounds
| Date | Round | Amount | Investors | Source |
|---|---|---|---|---|
| 24 Nov 2025 | Series B | $14.5 Mn | Bertelsmann India Investments Alpha Wave Global Shepherd's Hill Group | source |
| 30 May 2024 | Undisclosed | $5.4 Mn | Alpha Wave Incubation Good Capital Savrola Lakshmi LLC | source |
| 9 Feb 2022 | Series A | $7.5 Mn | Alpha Wave Incubation Emphasis Ventures Good Capital Savrola Group Venture Highway | source |
| 23 Oct 2019 | Undisclosed | $1.3 Mn | Emphasis Ventures Globevestor Good Capital Tracxn Labs V1 Capital Venture Highway | source |
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Who founded Wealthy?
Wealthy was founded by Aditya Agarwal, Prashant Gupta in 2015.
How much funding has Wealthy raised?
Wealthy has raised $28.7 Mn across 4 tracked funding round(s), most recently on 2025-11-24. Figures are compiled from cited public sources.
Who are the investors in Wealthy?
Investors in Wealthy include Bertelsmann India Investments, Alpha Wave Global, Shepherd's Hill Group, Alpha Wave Incubation, Good Capital, Savrola Lakshmi LLC, Emphasis Ventures, Savrola Group.
What does Wealthy do?
Wealthy is a Bengaluru-based wealthtech platform providing AI-powered tools and digital infrastructure to mutual fund distributors (MFDs) and independent financial advisors (IFAs), covering mutual funds, stocks, fixed deposits, fixed income securities, and insurance products, and it also offers investment management and tracking tools directly to…
Where is Wealthy headquartered?
Wealthy is headquartered in Bengaluru, Karnataka, India.
What is Wealthy's business model?
Wealthy's core value proposition centers on Free platform monetized only via product commissions, Broad multi-product marketplace.
How does Wealthy make money?
Wealthy's cited revenue streams include Brokerage services, Advisory services, Commission income.