India · Investment management startup

WealthApp Financial Advisors Pvt. Ltd.

WealthApp Financial Advisors Pvt.

Funding reportedLast round: Angel

Investment managementBengaluru, India

About WealthApp Financial Advisors Pvt. Ltd.

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.

What company datasets say WealthApp Financial Advisors Pvt. Ltd. raised

Funding, as reported

Reported in all30Min the source's currency
Rounds2
Last roundAngel
Last round size410k
Last round dateDec 2016
Investors listed2

The company, in detail

What they build

Known for

mutual fundsinformation technology & servicesfinancial servicesinvestment managementb2cfintechwealth managementservicesinvestment advsioryfinancial goal managementrobo advisoryfinance technology

Built with from their website

Google Tag ManagerAmazon CloudFrontFont AwesomeViewport MetaMobile FriendlyRuby On RailsRubyZoho SalesIQGoogle AnalyticsAmazon AWS

+3 more

PHPYii FrameworkZoho

Sector
Investment management
Industry code
NAICS 523940, SIC 6282
Region
Karnataka
Full record
Every detail in the company directory

Investment management in India

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