Dezerv

Dezerv

Private
Mumbai, MaharashtraFinTechhttps://www.dezerv.in

Last Round

Series C

Oct 13, 2025

Est. Valuation

$300M

Total Funding Raised

$100M

Momentum Score

25 /100

Company Overview

Dezerv is a financial technology company that offers an investment management platform designed for working professionals to build portfolios and create long-term wealth through personalized services, expert consultations, and access to pre-IPO and startup investments.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance

Business Model

B2C

Customer Profile

Services & Consulting, Revenue Share, Payment Processing Fee, Marketplace Commission

AI Layer

Non-AI

Keywords

wealth managementportfolio management servicesPMSalternative investment fundsAIFwealthtechHNI wealth managementinvestment advisorydigital wealth managementcustomized portfoliosinvestment platformaffluent investorsfamily office servicesprivate credit

Historical Pricing

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Caplight Momentum Score

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Dezerv Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Dezerv Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series COct 13, 2025
Series BJul 9, 2024
Series AAug 8, 2022
SeedSep 2, 2021

Dezerv Investors

Notable investors and investment history

InvestorRounds
GTM VenturesSeries A
Z47Series A, Series B
Blume Founders FundSeed
Z47Series A, Series C, Series B, Seed
Premji Invest (US)Series C, Series B
Z47Series C
Elevation CapitalSeries A, Series C, Series B, Seed

Market signals

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  • Apr 6, 2026

    Launched 'how to not lose money' series to combat financial fraud.

  • Mar 1, 2026

    Manages over $1.93B in client assets.

Dezerv Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Dezerv Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersMumbai, Maharashtra
Employee Range556
Year Founded2021
Last FundingOct 13, 2025

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