Wealthy, a Bengaluru-based wealth-tech startup, has secured ₹130 crore in its latest Series B funding round. The investment was led by Bertelsmann India Investments, along with support from the company’s existing backers. This fresh capital marks an important moment for Wealthy as it continues to expand its presence in India’s fast-growing investment advisory market. The funding also reflects rising investor confidence in platforms that combine human advice with advanced technology to help people make smarter financial decisions.
Founded in 2015, Wealthy aims to simplify financial planning for everyday users by connecting them with trained financial advisors. Over the years, the startup has grown into a trusted platform for both advisors and investors. Its simple tools, friendly user interface, and wide product range make it easier for people to invest in mutual funds, insurance, bonds, deposits, and other financial products. The company now works with more than 6,000 mutual fund distributors and serves over one lakh customers spread across more than 1,000 towns.
Expanding the Advisor Network and Customer Reach
With the new investment, Wealthy plans to expand its network of independent financial advisors. The company believes that personalised guidance is still one of the most important factors in helping people build long-term wealth. Wealthy wants to increase its presence not only in big metro cities but also in smaller towns where people may not have access to quality investment advice. The platform already operates in major cities such as Bengaluru, Mumbai, Delhi, Hyderabad, Chennai and Kolkata, and it aims to add more regional offices in the coming months.
The startup also plans to onboard thousands of new advisors onto its platform. It wants to support them with training and tools that make their work smoother. Wealthy’s goal is to create a large and reliable community of advisors who can help users understand money in a simple way. By expanding this network, the company hopes to reach millions of new users and become one of the leading names in India’s wealth-tech sector.
Building Stronger Technology with AI
A major part of the funding will go into strengthening the company’s technology. Wealthy plans to build more AI-powered tools that can help advisors work faster and give better recommendations. These tools will automate many time-consuming tasks like paperwork, compliance checks, customer onboarding, and portfolio tracking. When advisors save time on manual work, they can focus more on guiding their clients and building stronger relationships.
The startup wants to make its platform smarter so that even first-time investors can understand how to start their financial journey. Wealthy believes that a mix of human support and intelligent technology can help users build trust and confidence. By improving its tech infrastructure, the company hopes to offer a smoother, faster, and more personalised experience to everyone who uses its services.
Strong Business Momentum and Future Plans
Wealthy has seen rapid business growth in recent years. Its assets under management climbed from ₹200 crore to ₹5,000 crore in less than three years. Every month, its platform handles around ₹300 crore in investment transactions. The company’s revenue has also increased, although it is still working toward profitability. With the new funding, Wealthy aims to scale its operations, improve compliance systems, and strengthen its financial foundation for the long run.
Looking ahead, Wealthy is preparing for its next phase of expansion. The company plans to combine innovation, strong advisor support, and a user-friendly platform to make wealth management simple for people across India. With growing investor interest and increasing demand for financial guidance, Wealthy is well-positioned to make a bigger impact in the wealth-tech space.