最有看点的互联网金融门户

最有看点的互联网金融门户
国际资讯投融资

个人理财软件创企Wealth Trust获pre-A轮融资

本周,个人理财管理软件初创公司Wealth Trust宣布获得了一笔50万美元的pre-A轮融资,投资方为Quotient,该风投也曾对Wealth Trust投资了种子轮融资,但具体金额并未对外披露。

据悉,Wealth Trust公司成立于2015年9月,并且在三个月之后推出了首款产品Wealthee,后者是一款基于短信的个人理财移动应用程序,能够使用自然语言处理技术来追踪用户开支,银行余额,以及支付账单等。2016年5月,该公司决定将旗下品牌Wealthee转型成为一个提供零佣金服务的共同基金投资平台,通过他们内部开发的自定义基金选择算法,能够分析70多个投资数据点,为客户推荐最好的投资选择。据悉,该公司计划利用这笔最新融资扩大产品线,同时进一步促进业务增长。

Evolusolve Technologies Pvt. Ltd, which operates personal finance management app WealthTrust, has raised $500,000 from venture capital firm India Quotient in a pre-Series A funding round.

The Mumbai-headquartered company said in a statement that it plans to use the funds to enhance its products and boost growth.

The funding was facilitated by deals platform LetsVenture.

WealthTrust was set up in September 2015 and introduced its first product, Wealthee, three months later. Wealthee was an SMS-based personal finance mobile application that tracked users’ expenses, bank balance and bill payments using natural language processing.

In May 2016, the firm rebranded Wealthee, changing its name to WealthTrust while offering zero-commission mutual fund investments as its key feature.

“Our custom algorithm for fund selection, developed in-house, takes in more than 70 different data points to highlight consistent out-performers,” said co-founder Nisarg Gandhi, who is also the chief executive officer of WealthTrust.

The company was founded by Gandhi, a former Indian Space Research Organisation (ISRO) scientist and Indian Institute of Technology-Bombay alumnus, and Jasmin Gohil, a graduate of Dharmsinh Desai University.

In July 2016, WealthTrust had raised an undisclosed amount in seed funding from India Quotient.

“As the mutual fund investment market explodes, we see savers and investors wanting more than a mere transaction tool,” Anand Lunia, founding partner of IndiaQuotient, said in a statement.

India Quotient typically comes in as a seed or pre-Series A stage investor in tech startups. Its portfolio includes career consultancy firm Mapmytalent.in, pet products provider DogSpot.in, online rental property service provider Grabhouse, home healthcare startup Care24 and food-tech venture HolaChef.

Wealth management space

Other startups in the wealth management space have also raised funds in recent months.

Last November, Bengaluru-based Finwizard Technology Pvt. Ltd, which runs wealth management app Fisdom, had raised $3.84 million (Rs 25 crore) in a Series B round led by Quona Capital Management Ltd, a venture capital firm that focuses on the fintech sector.

In July, personal finance and wealth management platform Upwardly had raised seed funding from a clutch of investors.

A month before that, Mumbai-based personal finance startup Fincash.com, run by Shepard Technologies Pvt. Ltd, had raised $100,000 (worth Rs 64 lakh at the time) in its first round of funding from a clutch of individual investors.


用微信扫描可以分享至好友和朋友圈

扫描二维码或搜索微信号“iweiyangx”
关注未央网官方微信公众号,获取互联网金融领域前沿资讯。

发表评论

发表评论

您的评论提交后会进行审核,审核通过的留言会展示在下方留言区域,请耐心等待。

评论

您的个人信息不会被公开,请放心填写! 标记为的是必填项

取消

版权所有 © 清华大学五道口金融学院互联网金融实验室 | 京ICP备17044750号-1