Archive · 24 Nov 2025
Wealthy Raises INR 130 Cr for AI-Powered Wealthtech Expansion
Wealthy is a company that helps people who sell mutual funds and other investments.
They just got a big amount of money, INR 130 Cr, from investors to make their tools even better.
These tools use something called AI, which is like a super-smart computer program.
With this money, Wealthy wants to make their tools even smarter and help more people in smaller cities.
They already help over 6,000 people who sell investments and have more than 1 lakh customers.
They also manage a lot of money, INR 5,000 Cr, for their customers.
This is part of a bigger trend where more companies are trying to make investing easier and better for everyone.
Wealthy raised INR 130 Cr ($14.6 Mn) in Series B funding led by Bertelsmann India Investments, with participation from Shepherd's Hill, Alpha Wave Global, and others.
The funds will be used to advance AI-powered tools, digital infrastructure, and expand into tier II & III cities.
Wealthy provides AI-powered tools and digital infrastructure to mutual fund distributors and investment advisors, covering various financial products.
The startup processes over INR 300 Cr in monthly transactions and has a network of more than 6,000 mutual fund distributors serving over 1 lakh clients across 1,000 towns.
Wealthy has raised a total of over $28 Mn to date, including the latest round, from investors like Good Capital and Venture Highway.
- Who
- Wealthtech startup Wealthy, led by Bertelsmann India Investments, Shepherd's Hill, Alpha Wave Global, and others
- What
- Raised INR 130 Cr in Series B funding to scale AI-powered offerings and expand into tier II & III cities
- When
- The funding round was completed recently (exact date not specified)
- Where
- India, with plans to expand into tier II & III cities
- Why
- To advance AI-powered tools, digital infrastructure, and expand market reach
- Funding Amount
- INR 130 Cr ($14.6 Mn)
- Lead Investor
- Bertelsmann India Investments
- Other Investors
- Shepherd's Hill, Alpha Wave Global, undisclosed tech entrepreneurs
- Total Funding to Date
- Over $28 Mn
- Founded
- 2016 by Aditya Agarwal and Prashant Gupta
- Monthly Transactions
- Over INR 300 Cr
- Distributors Network
- More than 6,000
- Clients Served
- Over 1 Lakh across 1,000 towns
- Client Assets Managed
- INR 5,000 Cr