Wealthy was founded by Prashant Gupta, Aditya Agarwal in 2015.

Who are Wealthy's investors?

Wealthy's investors include Alpha Wave Global, Emphasis Ventures, Globevestor, Good Capital, Investopad, Tracxn labs, Bertelsmann India Investments.

How much funding has Wealthy raised?

Wealthy has disclosed $14.5M raised across 1 of its 2 known rounds.

Where is Wealthy headquartered?

Wealthy is headquartered in Bengaluru, IN.

Wealthy

Bengaluru, IN · Founded 2015 · 478 employees on LinkedIn · 7 known investors

Wealthy is a platform for mutual fund distributors and financial advisors in India, providing technology to run and grow their distribution business including AI-assisted KYC and onboarding, client investment apps, portfolio tracking, SIP tools, fund research, and reporting. It also offers marketing, training, and operational support along with a dedicated relationship manager.

AI & Machine Learning Fintech SaaS

Founders & leadership

Wealthy was founded in 2015 by Prashant Gupta and Aditya Agarwal.

Prashant GuptainCo Founder

Aditya Agarwal inFounderAditya Agarwal is the founder of Wealthy, a platform that provides technology and support to mutual fund distributors and financial advisors in India. He began his career as a consultant advising large businesses on growth strategy before working with startups and small businesses as an entrepreneur and investor/advisor.

Investors · 7

Alpha Wave GlobalMiami

Emphasis VenturesNew York

GlobevestorClaymont

Good CapitalMt. Pleasant

Investopad

Tracxn labs

Bertelsmann India Investmentsreported · 2 sourcesNoida · $5M – $15M

Funding

SEC filings, press & company announcements

$14.5M disclosed across 1 of 2 rounds · 2025

$14.5MraisedNov 2025 · 3 sources
Source ↗
Undisclosed amountSeries BNov 2025 · 2 sources
Bertelsmann India Investments (lead)
Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Wealthy.in Raises 130 Crore Rupees to Build India’s Largest Network of Tech-Enabled Wealth Entrepreneursbestvantageinvestments.com · Nov 2025

Wealthy raises Rs 130 crore in Series B funding led by Bertelsmann India Investments- Moneycontrol.commoneycontrol.com · Nov 2025

Wealthy.in Secures ₹130 Cr in Series B Funding Led by Bertelsmann India Investments, EconomictimesB2Bb2b.economictimes.indiatimes.com · Nov 2025

Wealthy launches new AI tools after Rs 130 Cr ($14.5m) raisefintech.global · Nov 2025

Wealth management firm Wealthy raises $14.5 million - The Economic Timesm.economictimes.com · Nov 2025

Wealthy Funding: Wealth management platform Wealthy raises $7.5 million funding led by Alpha Wave - The Economic Timeseconomictimes.indiatimes.com · Feb 2022

Frequently asked questions

What does Wealthy do?: Wealthy is a platform for mutual fund distributors and financial advisors in India, providing technology to run and grow their distribution business including AI-assisted KYC and onboarding, client investment apps, portfolio tracking, SIP tools, fund research, and reporting. It also offers marketing, training, and operational support along with a dedicated relationship manager.
Who founded Wealthy?: Wealthy was founded by Prashant Gupta, Aditya Agarwal in 2015.
Who are Wealthy's investors?: Wealthy's investors include Alpha Wave Global, Emphasis Ventures, Globevestor, Good Capital, Investopad, Tracxn labs, Bertelsmann India Investments.
How much funding has Wealthy raised?: Wealthy has disclosed $14.5M raised across 1 of its 2 known rounds.
Where is Wealthy headquartered?: Wealthy is headquartered in Bengaluru, IN.