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 Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
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.
- Nov 28, 2025
Added Morgan Stanley as a customer.
- Nov 24, 2025
$15M round led by Bertelsmann Investments.
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.