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.
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
Jaya Singh
Chief Strategy Officer
IISWBM
Ex-Citibank
Niharika Tripathi
Head of Products
IIM Mumbai
Ex-Citibank
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
Client Success First
Client Success First
By helping you place client needs first, we set you up for long term success in wealth management
Keep It Simple
Keep It Simple
Keep It Simple
We push the boundaries of tech and design to help you and your clients have the best possible investing experience
Compounding
Compounding
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
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 my operational needs.
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
Revathi Krishnan – Coimbatore, TN
Wealth Partner
More than 4000+ Partners trust wealthy
In the press
How to approach sector-specific stocks & sector-specific funds? Aditya Agarwal explains
Testimonial
