NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









InvestMates

InvestMates

Private
BangaloreFinTechhttps://investmates.io/

Last Round

Seed

Oct 16, 2024

Total Funding Raised

$1.04M

Company Overview

InvestMates is a fintech company that provides an AI-powered wealth management platform designed to help Non-Resident Indians (NRIs) manage cross-border investments, taxes, and financial planning.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms, Compliance & Risk, NLP & Conversational AI

Business Model

B2C

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealth managementnri investmentcross-border financerobo-advisorportfolio trackertax planningfintech appdouble taxation avoidance agreementDTAAsubscription wealth managementai financial advisorestate planningpersonal finance toolhybrid advisoryexpat finance

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

InvestMates Comparables

Compare InvestMates with similar companies based on industry and business-model similarity.

InvestMates comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
iNRI
88%
SBNRI
87%
Betafront Technologies Private Limited
82%

InvestMates Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedOct 16, 2024
Pre SeedMay 31, 2022

Key People

Founding team and executive leadership

Prakash Nagarajan

Founder & CEO

Founding Team

InvestMates Investors

Notable investors and investment history

InvestMates investors
InvestorRounds
NASSCOM 10,000 StartupsPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 5, 2025

    Monthly visitors increased 33% MoM, reaching 2.8K.

  • Oct 28, 2024

    Monthly visitors grew 39% MoM, reaching 2.5K.

InvestMates Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

InvestMates Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about InvestMates's valuation, stock price, and market status.

Firmographic Details

HeadquartersBangalore
Employee Range17
Year Founded2021
Last FundingOct 16, 2024

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.