Wealth-management platform Wealthy has secured Rs 130 crore ($14.5 million) in its Series B funding round, spearheaded by Bertelsmann India Investments. Shepherd’s Hill Group and Alpha Wave Global, the current investors, also took part.

Wealthy has secured approximately $30 million, which includes Rs 45 crore ($5.4 million) in a Series B round directed by Falcon Edge’s Alpha Wave Incubation Fund.

The funds raised will be utilized to grow Wealthy’s advisor network, enhance its product offerings, and boost entry into new markets. It is anticipated to enhance its technology framework and compliance mechanisms as product segments expand.

Established in 2015, Wealthy runs a digital marketplace for financial offerings and a distribution system for advisors. The firm allows independent financial advisors to market mutual funds, insurance, fixed deposits, bonds, and various wealth products utilizing its technology infrastructure.

Also Read: Karnataka to Become Quantum Capital of Asia Soon

The company stated that its AUM has risen from Rs 200 crore to Rs 5,000 crore in the last three years, indicating significant business growth. Wealthy currently has 20 offices throughout India, prominently located in major cities including Bengaluru, Mumbai, Hyderabad, Ahmedabad, Surat, Jaipur, Gurugram, Delhi, Faridabad, Ghaziabad, Lucknow, Kanpur, and Kolkata.

The platform asserts that it handles transactions exceeding Rs 300 crore each month and collaborates with over 6,000 mutual fund distributors catering to more than 100,000 customers.

Also Read: Moments of Transformation from India's Post-Independence Tech Progress

According to TheKredible, Wealthy’s operational revenue increased to Rs 25 crore in FY25, rising from Rs 14.5 crore in FY24. The company supported by AWI reported a net loss of Rs 35 crore in the previous fiscal year, in contrast to Rs 24 crore in FY24.

The wealth management sector has experienced consistent funding activity in 2025. Dezerv has recently secured $40 million in a primary round co-led by Premji Invest and Accel’s Global Growth Fund.

In June, Stable Money, based in Bengaluru, obtained $20 million with Fundamentum Partnership leading the round.

Also Read: 5 AI Initiatives by the Indian Government Driving National Growth

Syfe, a digital investment management platform active in the Asia-Pacific region, has concluded its Series C funding round with $80 million. Neo is in the last phase of securing $19 million via equity shares. Entrackr reported the update exclusively in August.