Wealthy
PrivateLast Round
Series B
Nov 24, 2025
Est. Valuation
$33.5M
Total Funding Raised
$43.2M
Momentum Score
25 /100
Company Overview
Wealthy is a wealth management technology company that provides a platform for financial professionals and retail investors to manage investments in mutual funds, fixed deposits, and other financial products.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, InsurTech
Business Model
B2B
Customer Profile
Marketplace Commission, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthy Comps
Public and private peers based on sector, stage, and business model.
Wealthy Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Nov 24, 2025 | ||||
| Series A Extension | May 30, 2024 | ||||
| Series B | Nov 24, 2023 | ||||
| Series A | Feb 8, 2022 | ||||
| Seed | Oct 23, 2019 |
Key People
Founding team and executive leadership
Wealthy Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Venture Highway | Series A, Seed |
| V1 Capital | Seed |
| Globevestor | Seed |
| Emphasis Ventures | Series A, Seed |
| Shepherd's Hill | Series B |
| Alpha Wave Incubation | Series A, Series A Extension |
| Alpha Wave Global | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 28, 2025
Added Morgan Stanley as a customer.
- Mar 28, 2025
Added National Securities Depository Limited as a customer.
Wealthy Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Wealthy's valuation, stock price, and market status.
