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10 Best WealthTech Startups - 2023
Welcome to the New Era of Wealth Management Holding the Hands of Technology Technology is a wonderful wonder of science that is used in practical fields in a productive way to produce more in an efficient manner. All the corners of industry have embraced technology for upbringing and updating the quality of their outcomes. Technology is playing a pivotal role in science and engineering. With each passing day the management of wealth and finance are surrendering in the hands of technology. Now like every fold of industry, technology has been infused well with wealth and asset management. Today, AI and ML algorithm are the key players of wealth management sector. The wealth management sector has come a long way holding the hands of technology and going through a paradigm shift in...
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10 Best WealthTech Startups - 2023
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Our subscribers play a decisive role in finalization of our annual list of Top WealthTech Startups - 2023 by nominating those which have served them with excellence and are praiseworthy. If you feel there is a company that deserves to be on our annual list, do write to us about them mentioning their value proposition.
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| Company Logo | Company Name | Company Management | Company Description |
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BEYONDIRR | Parag Kasliwal, Deepesh Bhargava, Anupreet Choudhary & Hemant Jain, Founders | Simplifies investment decisions by providing financial advises by leveraging the tools and technology to deliver a next-level advisory experience to the clients while also offering access to differentiated products |
| Company Logo | Company Name | Company Management | Company Description |
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Boharr Fintech | Vaitheeswaran Santharam, Sridar Kannan & Mahadevan Hariharan, Directors | Revolutionizing wealth management by offering an end-to-end solutions for banks, financial institutions, and wealth management companies by creating a highly usable, plug-and-play product that meets the needs of distribution houses and banks. Their flagship product, iCAR, is a comprehensive wealth orchestration platform that offers Wealth Management |
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Centricity WealthTech | Mandeep Randhawa, Founding Partner | A digital private wealth management platform, offers guidance to empower aspiring finance and investment professionals to establish their independent practices. The platform aims to deliver a comprehensive SaaS based investment management platform including digital transactional capabilities for a diversified product suite |
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Earnnest | Ashish Khandelia, Founder | Revolutionizing the way real estate professionals handle finance and investments, the firm has built a robust platform that channelizes domestic capital to the real estate sector. Simplifying institutional investing in India by providing access to high quality debt investments secured by real estate, aiming to provide regular returns, typically in the range of 14-16 percent |
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Fisdom Private Wealth | Subramanya S. V.,Co-Founder & CEO, Anand Dalmia, Co-Founder & CBO | Transforming the WealthTech industry by initiating and introducing smart financial choices such as digitize account opening and KYC process something which subsequently became the industry standard, the use of a payment gateway to process mutual fund transactions on the BSE platform and also the first to digitise Pension funds (NPS) completely |
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Grip | Nikhil Aggarwal, Founder & CEO | Platform for curated investment opportunities across the entire risk-reward spectrum that best cater to an investor’s wealth creation. With this concept the retail investors can explore options across different risk-reward levels at accessible minimums just starting at ₹10,000 |
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Jiraaf | Saurav Ghosh & Vineet Agrawal, Co-Founders | A digital platform for high yield alternate fixed income investment opportunities and provides customers easy access to modern day investments. Provides investors exclusive and curated opportunities across varied fixed income product categories |
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Opulus Wealth | Videesh Pursnani, Director | A client-centric 'enabler' in the financial services industry, simplifying financial decision-making through expertise, personalized solutions, and progressive technology. Offers financial plans and services that help people reach their life goals such as financial freedom, ascend wealth class, child's education planning, international travel, and standard of living among others |
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Scrwab Investment | Puja M., Founder & CEO | Dedicated to providing financial advice and secure financial freedom by guiding in realizing financial goals and advise on how to invest funds efficiently to grow money and reach goals efficiently. It is an entity that pools capital from investors to reinvest it in various asset classes. Help investors diversify their investments with the help of multiple financial managers and experts who have great knowledge about various asset classes |
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TradesApp | K.V. Upadhyay, Product Head | Provides simplified trading tool for custom needs, special research reports for smart investing, all other trade essentials under one roof. With futuristic technology platform it gives an edge to the client while trading in stock & commodity markets and also helps the user to trade online in a simple way |
