Wealthy
PrivateLast Round
Series B
Nov 24, 2025
Est. Valuation
$33.5M
Total Funding Raised
$43.44M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Wealthy is a wealth-tech company that provides a digital platform for financial professionals and mutual fund distributors to manage client onboarding, portfolio tracking, and investment execution.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS
Business Model
B2B2C
Customer Profile
Marketplace Commission, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthy Comparables
Compare Wealthy with similar companies based on industry and business-model similarity.
Wealthy Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Nov 24, 2025 | ||||
| Series B Extension | May 30, 2024 | ||||
| Series B | Nov 24, 2023 | ||||
| Series A | Feb 9, 2022 | ||||
| Seed | Oct 23, 2019 | ||||
Seed | Mar 17, 2016 |
Key People
Founding team and executive leadership
Wealthy Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Smile Group | Pre Seed |
| Bertelsmann Investments | Series B |
| Venture Highway | Series A, Pre Seed, Seed |
| V1 Capital | Seed |
| Globevestor | Pre Seed, Seed |
| Emphasis Ventures | Series A, Seed |
| Tracxn Labs | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Added Arthniketan as a customer
- Jul 12, 2026
Added Investwithanuraj as a customer
Wealthy Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Wealthy's valuation, stock price, and market status.
Is Wealthy a public or private company?
Wealthy is a private company.
What is the current stock price of Wealthy?
Wealthy is a private company, so its shares have no public market price. Caplight tracks Wealthy's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Wealthy worth (valuation)?
Wealthy's valuation is estimated at $33.5M based on funding round data.
Can I buy Wealthy stock?
Wealthy shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Wealthy's last funding round?
Wealthy's most recent funding round was Series B on November 24, 2025.
Who are the main investors in Wealthy?
Key investors in Wealthy include Bertelsmann Investments, Emphasis Ventures, Good Capital (India), Alpha Wave Global.
Will Wealthy IPO soon?
No public IPO plans have been announced for Wealthy.
How can I track Wealthy secondary market activity?
Caplight tracks bids, offers, and trades in Wealthy's shares on secondary markets.