Insights

Growth momentum Wealthy has secured multiple rounds of funding culminating in a $14.5M Series B led by Bertelsmann India Investments, signaling strong investor confidence and a growing platform to scale AI-powered wealth advisory services.

Expansion reach With 10,000+ MFDs across 30+ branches, Wealthy demonstrates broad distribution and a substantial user base, presenting opportunities to upsell advanced analytics, premium product research, or enterprise-grade integrations.

Tech backbone A tech stack including AI-enabled wealth advisory features, Mixpanel, and AWS indicates readiness for data-driven sales of additional modules such as robo-advice enhancements, CRM integrations, and targeted marketing tools.

Financial health Reported revenue in the high hundreds of millions with total funding of $29M, suggesting a mature growth phase and potential for strategic partnerships or co-selling with financial products and services.

Key personas Leadership hires in human resources and a clear focus on MFDs as primary users point to opportunities in enterprise offerings, partner programs, and training solutions tailored to distributor networks.

Similar companies to Wealthy

Wealthy Tech Stack

Wealthy uses 8 technology products and services including Google Ads, Twitter Ads, Linkedin Insight Tag, and more. Explore Wealthy's tech stack below.

Media & News

Wealthy's Email Address Formats

Wealthy uses at least 4 email formats:
Wealthy Email FormatsExamplePercentage
First@wealthy.inJohn@wealthy.in
70%
First.Last@wealthy.inJohn.Doe@wealthy.in
27%
Middle@wealthy.inMichael@wealthy.in
2%
First.Middle@wealthy.inJohn.Michael@wealthy.in
1%

Frequently Asked Questions

What is Wealthy's phone number?

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You can contact Wealthy's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealthy's stock symbol?

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Wealthy is a publicly traded company; the company's stock symbol is 3848.HK.

What is Wealthy's official website and social media links?

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Wealthy's official website is wealthy.in and has social profiles on LinkedIn and Crunchbase.

How much revenue does Wealthy generate?

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As of October 2026, Wealthy's annual revenue is estimated to be $250M - $500M.

What is Wealthy's NAICS code?

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Wealthy's NAICS code is 52 - Finance and Insurance.

How many employees does Wealthy have currently?

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As of October 2026, Wealthy has approximately 484 employees across 5 continents, including Asia, Europe and North America. Key team members include Chief Technology Officer: S. S., Chief Strategy Officer: J. S. and Vice President Marketing: A. S. Explore Wealthy's employee directory with LeadIQ.

What industry does Wealthy belong to?

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Wealthy operates in the Financial Services industry.

What technology does Wealthy use?

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Wealthy's tech stack includes Google Ads, Twitter Ads, Linkedin Insight Tag, Mixpanel, Calendly, Amazon Web Services, Google Workspace and Intercom.

What is Wealthy's email format?

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Wealthy's email format typically follows the pattern of First@wealthy.in. Find more Wealthy email formats with LeadIQ.

How much funding has Wealthy raised to date?

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As of October 2026, Wealthy has raised $29M in funding. The last funding round occurred on Nov 24, 2025 for $5.4M.

When was Wealthy founded?

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Wealthy was founded in 2015.
Wealthy logo

Wealthy

Financial ServicesKarnataka, India201-500 Employees

Wealthy is a financial services company based in Bengaluru, Karnataka, India, serving mutual fund distributors (MFDs) through an award-winning app that combines technology, dedicated support, and product research to help them manage assets and grow their clients’ wealth. The platform supports a network of MFDs across multiple branches, enabling them to build assets under management and extend their client reach.
The company operates within the financial services industry, focusing on the needs of professional distributors who require enhanced research and operational capabilities. Wealthy positions itself as a technology-enabled partner for MFDs, emphasizing tools and support that facilitate client growth and improved fund research. The organization is headquartered in Bengaluru and has a sizable regional footprint, reflecting its focus on facilitating collaboration among a broad base of distributors. A recent development notes ongoing market activity in the broader ecosystem of link-in-bio and related digital tools, illustrating the company’s engagement within its competitive landscape.

Section iconCompany Overview

Phone number
Website
wealthy.in
Stock Symbol
3848.HK
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
201-500

Section iconFunding & Financials

  • $29M

    Wealthy has raised a total of $29M of funding over 8 rounds. Their latest funding round was raised on Nov 24, 2025 in the amount of $5.4M as a Series B.

  • $250M - $500M

    Wealthy's revenue is estimated to be in the range of $250M - $500M

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