WealthDesk is a B2B2C Investment Technology platform that enables portfolio-based investing on top of equities and ETFs consolidating advisory, broking, and asset & wealth management ecosystem. On May 18th, 2022, WealthDesk was acquired by PhonePe.
Expert Collections containing WealthDesk
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
WealthDesk is included in 2 Expert Collections, including Wealth Tech.
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Excludes US-based companies
Latest WealthDesk News
Aug 30, 2023
The app will be led by Ujjwal Jain and Sujit Modi—co-founders of PhonePe- acquired wealth management platforms, WealthDesk and OpenQ.
WealthDesk Frequently Asked Questions (FAQ)
When was WealthDesk founded?
WealthDesk was founded in 2016.
Where is WealthDesk's headquarters?
WealthDesk's headquarters is located at Wing A, 305 3rd floor, Rustomjee Central Park, Andheri Kurla Rd, Opp Kanakia Wall Street, Andheri East, Mumbai.
What is WealthDesk's latest funding round?
WealthDesk's latest funding round is Acquired.
How much did WealthDesk raise?
WealthDesk raised a total of $3.2M.
Who are the investors of WealthDesk?
Investors of WealthDesk include PhonePe and Mathew Cyriac.