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Wealthy.in raises $14.5M to expand AI tools and reach more Indian towns.
Wealthy.in, a Bengaluru-based wealth-tech platform, has raised $14.5 million (₹130 crore) in Series B funding led by Bertelsmann India Investments, bringing its total funding to $27 million.
The company, founded in 2015 by IIT–IIM alumni, manages ₹5,000 crore in assets, serves over 6,000 mutual fund distributors and 100,000 clients across 1,000 towns, and processes over ₹300 crore in monthly transactions.
The new capital will expand its AI-powered tools, digital infrastructure, and presence in tier II and III cities, with plans to double its 20 offices and grow its advisor network.
The company aims to reach ₹12,000 crore in assets under management by December 2026.
Wealthy.in recauda $14.5M para expandir las herramientas de IA y llegar a más ciudades indias.