# Wealthy

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/wealthy

- Industry: Financial Services
- Headquarters: Bengaluru, India
- Website: www.wealthy.in
- Total disclosed funding: $30M
- Latest round: Series B (Nov 24, 2025)
- Investors on record: 19

## About

Based in Bengaluru, India, Buildwealth Technologies Pvt. Ltd., trading under the name Wealthy is a personal finance platform that streamlines wealth management by offering innovative tools and services tailored to enhance users' investment strategies and financial literacy. Founded in 2015, Wealthy operates out of Bangalore, India, providing a platform focused on personal finance management. The founders, Aditya Agarwal, Prashant Gupta, and Qiji Tan, have previously engaged in various entrepreneurial ventures.  In November 2025, Wealthy raised INR 1.3 billion in series B funding led by Bertelsmann India Investments, with participation from Shepherd’s Hill and Alpha Wave Global. Wealthy delivers a comprehensive range of financial products and services, including tools for investment portfolio management, tracking capabilities via the Wealthy Account Tracker, and trading functionalities with minimal brokerage charges. The platform also offers a diverse array of financial instruments such as mutual funds, fixed deposits, debentures, portfolio management services (PMS), and insurance products. This suite of offerings is designed to facilitate effective investment management for individuals, families, and wealth partners across India, while also promoting financial literacy in a rapidly changing market.In 2023, Wealthy reported revenue of INR 445,729.4 and an EBITDA of INR -2,613,136.3. The company's revenue model is primarily transaction-based, earning fees from brokerage and commissions associated with financial product trading. The Wealthy application allows clients to conduct transactions involving mutual funds and securities, and features such as the Family Account enhance customer engagement while generating revenue through transaction fees.

## Funding rounds

- Series B, Nov 24, 2025, $15M — Alpha Wave Global, Bertelsmann India Investments, Shepherd's Hill
- Series C, Nov 30, 2023, $5.9M — Alpha Wave Global, Good Capital, AL trust, Ameyasoft Technologies Private Limited, Infinyte Club Private Limited, Savrola Lakshmi, Caishen Enterprise LLP
- Series B, Jan 10, 2022, $7M — Alpha Wave Global, VH Capital, General Catalyst India, EMV Capital, Good Capital, Savrola Group
- Series A, May 30, 2019, $1.3M — Globevestor, Tracxn Labs, General Catalyst India, Emphasis Ventures, V1 Capital, Good Capital
- Seed, Jul 20, 2017, $0.4M — Operator VC, General Catalyst India, V1 Capital, Globevestor
- Seed, Aug 8, 2016, $0.3M — Smile Group, General Catalyst India, Globevestor
- Seed, Jul 19, 2016 — Smile Group

## Investors

- Smile Group (https://capitalatlas.ai/funds/smile-group) — Seed
- General Catalyst India (https://capitalatlas.ai/funds/general-catalyst-india) — Seed, Series A, Series B
- Globevestor (https://capitalatlas.ai/funds/globevestor) — Seed, Series A
- Operator VC — Seed
- V1 Capital — Seed, Series A
- Tracxn Labs — Series A
- Emphasis Ventures (https://capitalatlas.ai/funds/emphasis-ventures) — Series A
- Good Capital — Series A, Series B, Series C
- Alpha Wave Global (https://capitalatlas.ai/funds/alpha-wave-global) — Series B, Series C
- VH Capital — Series B
- EMV Capital (https://capitalatlas.ai/funds/emv-capital) — Series B
- Savrola Group (https://capitalatlas.ai/funds/savrola-group) — Series B
- AL trust — Series C
- Ameyasoft Technologies Private Limited — Series C
- Infinyte Club Private Limited — Series C
- Savrola Lakshmi — Series C
- Caishen Enterprise LLP — Series C
- Bertelsmann India Investments (https://capitalatlas.ai/funds/bertelsmann-india-investments) — Series B
- Shepherd's Hill — Series B