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Future-Ready
Investment Solutions

Our Mission is to empower Wealth Professionals with advanced AI-based technology, investment products, and dedicated human support to grow their business

Our Founders

Aditya Agarwal

Co-Founder •

An IIT Bombay graduate, Aditya worked with MNC consulting firms and was advising friends and family on their investments before starting Wealthy.

Prashant Gupta

Co-Founder •

An engineer from IIT Madras and a MBA graduate from IIM-Ahmedabad, Prashant was advising family offices at Morgan Stanley before starting Wealthy.

Letter from the Founders ✉️

Backed by Marquee Investors

Our Team

We're a team of investment experts with the pedigree of IIT-IIM and decades of experience in big names such as Citibank, Morgan Stanley, Edelweiss General Insurance, and Axis Mutual Fund.

Ashish Saligram

Head of Marketing

Ex-Byju's and Hiveminds

Chandan Savant

National Sales Head, Online

Ex-HDFC and Axis AMC

Dilip

Head of Broking

IIT Kharagpur

Ex-Religare Broking

Jaya Singh

Chief Strategy Officer

IISWBM

Ex-Citibank

Niharika Tripathi

Head of Products

IIM Mumbai

Ex-Citibank

Siddhartha Mehrotra

Head of Finance

CA,CIMA

Ex-Reliance

Shiva Kumar

Head of Partner Recruitment

IIM Calcutta

Ex-OLA

Somit Srivastava

Chief Technology Officer

BIT Mesra

Ex-Olacabs, Hashedln, IBM

Ujjwal Banerjee

National Sales Head, Branches

Ex-NJ and Prudent

Vivek Singh

Head of Human Resources

XLRI Jamshedpur

Army Veteran and Ex-Renault

What we Believe

Our Values and beliefs through which we help your Partners and Clients achieve financial goals and prosper

Client Success First

By helping you place client needs first, we set you up for long term success in wealth management

Keep It Simple

We push the boundaries of tech and design to help you and your clients have the best possible investing experience

Compounding

We talk a lot about compounding wealth but we believe if you focus on getting 1% better each day your efforts will compound – in business and wealth.

Our Journey through the years

2015

Wealthy Was Founded

Becomes the first platform to offer instant KYC

2019

Seed Funding

Raised by Good Capital and EMVC

2020

Shifted Business Focus during Covid

Helped more individuals become Wealth Professionals and Entrepreneurs

2022

Series A Funding

Raised $7.5 Million by Alpha Wave Global

2024

Achievements and Awards

• Awarded Fintech Scale up of the Year
• Reached Milestone of 3K monthly Active Partners
• Hosted Welocity - Our first ever partners meet

🚀 Onwards and upwards - Building future ready investment solutions

Become a Wealth Partner

Testimonial

What our Wealth Partner's say

Wealthy has the best support

★★★★☆

My Relationship Manager at Wealthy is a crucial support system to my business. From being just a call or WhatsApp message away, she enables me to focus on business generation while taking care of operational NetworkLockedSharp.

Meghana R K, Bengaluru

Wealth Partner

I serve global clients and sell multiple products, all in one app

★★★★★

I have clients from the Middle East, South East Asia, and Europe and Wealthy's fully digital platform makes transactions seamless for them. The biggest advantage is that gives me the ability to sell multiple products such a mutual funds, stocks, and insurance within a single app.

Nihar Mamtura, Pune

Wealth Partner

It has redefined how I manage client finances.

★★★★☆

Wealthy's platform is truly a game-changer. Apart from Mutual Funds, they offer Insurance, Bonds, FDs, PMS etc..that have revolutionized the way I handle my clients' finances. From portfolio tracking to research support it has everything I need.

Birendra Sharma, Raipur

Wealth Partner

Posters are very useful to attract new clients.

★★★★★

Wealthy's platform, the Poster Gallery, is full of helpful marketing collateral, like trending news, SIP & Mutual Fund facts and investment updates. I highly recommend it to anyone who wants to stay ahead of the curve in the financial services industry.

Varun Krishna, Bengaluru

Wealth Partner

Comparing mutual funds is effortless.

★★★★☆

The ability to quickly compare mutual Wealthy's app gives me a bird's eye funds on various parameters and dive into the various ratios and other aspects is a huge plus point. It helps understand the various funds.

Ratnamala Bashire, Pune

Wealth Partner

Wealthy gives me full business visibility.

★★★★☆

Wealthy's app gives me a bird's eye funds on various parameters and dive into the various ratios and other aspects is a huge plus point. It helps understand the various funds. view of client AUM, transactions, and revenue logs. Everything is at my fingertips and this makes it easy to run my business.

Gulam Abbas Nusur, Bengaluru

Wealth Partner

Closing SIPs is now faster and easier

★★★★★

Wealthy’s proposal builder helped me close SIPs faster than ever before. I used to spend hours preparing documents, now it only takes few minutes

Srinivas Reddy – Hyderabad, Telangana

Wealth Partner

Revenue dashboard shows me exactly how my earnings are growing

★★★★☆

Wealthy's revenue dashboard gives me a clear breakdown of my earnings by product, client, and time period. It's helped me identify what's working, set better targets, and focus on growing my business

Rohit Gupta, Kanpur

Wealth Partner

Personalized onboarding page gives clients a great first impression

★★★★★

The best part is I can create my own client onboarding page with my name and photo & attract new clients. I send one link, and they get everything they need to start