
India · Investment management startup
WealthApp Financial Advisors Pvt.
Funding reportedLast round: Angel
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WealthApp Financial Advisors Pvt.
Ltd. is an Indian company based in Bangalore, incorporated in January 2016. The firm specializes in algorithm and research-driven investment advisory services aimed at helping Indian investors optimize their portfolios. It provides a comprehensive approach to financial planning, including wealth management, estate planning, and tax planning. The company offers algorithm-driven investment advice and simplifies portfolio management by providing clients with a unified view of their investments across various sources, such as banks, insurance, mutual funds, and post offices. WealthApp focuses on enhancing the investment experience through its advisory tools, making it easier for clients to manage their financial assets effectively.
Funding, as reported
What they build
Known for
mutual fundsinformation technology & servicesfinancial servicesinvestment managementb2cfintechwealth managementservicesinvestment advsioryfinancial goal managementrobo advisoryfinance technology
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