Wealthy, a tech platform that focuses on wealth management, has already raised a major new funding round, raising ₹130 crore (approximately $14.5 million). This capital inflow was led by Bertelsmann India Investments. It was an indication of great confidence in the digital direction of the company and its standing in the market in terms of financial services. Existing institutional investors, including Shepherd Hill Group and Alpha Wave Global, also continued to show their support in the investment round, highlighting the continued confidence in the growth path and value proposition of Wealthy.

Capital infusion and investor confidence

The recent increase of ₹130 crore is also a milestone in the entire funding process of the company. Wealthy plays an important strategic role in the quickly shifting wealth-tech environment, as evidenced by the leadership position assumed by Bertelsmann India Investments in this latest round.

The involvement of the incumbent investors, Shepherd Hill Group and Alpha Wave Global, highlights the built trust towards the business model of the platform and its scalability. This latest increase means that Wealthy has a total amount of funds raised to the tune of about $30 million. It is worth noting that this cumulative sum includes an earlier acquired ₹45 crore Series B round that was valued at $5.4 million, led by Alpha Wave Incubation Fund (AWI) of Falcon Edge, creating a solid base towards the expansion objectives of the company.

The new funds will be used in various key sectors that will support the operations and markets of Wealthy. The growth of the large network of advisors of the company is one of the priorities. Through the expansion of this network, Wealthy has the potential to expand its coverage and number of service points over different geographical regions, allowing additional independent financial advisors to utilise its powerful technology backbone.

The capital will also be used to a massive extent in enhancing the current product stack. This dedication to improvement will make the platform stay on top of the pack, with a better and more advanced set of tools and capabilities that will benefit both advisors and their clients. The proceeds will also enable enhanced penetration of new markets to enable Wealthy to exploit the untapped opportunities and build a wider base of users.

This investment will be directed at the enhancement of the underlying technology infrastructure and compliance systems of the company. This is especially critical since the number of different sets of products available on the site is still growing and needs strong and reliable systems to manage the volumes of transactions and regulatory needs.

Operational model and financial performance

Wealthy was founded in 2015. Wealthy operates on a dual model that makes it one of the main facilitators in the distribution of financial products. The platform is a digital marketplace where a broad range of financial instruments are available to satisfy various investment purposes. It is a full-fledged distribution platform that targets independent financial advisors.

Wealthy offers these advisors the tools they need to sell a wide range of wealth products efficiently through its advanced technology stack. This portfolio covers key categories like mutual funds, assorted insurance products, fixed deposits, and bonds, among other miscellaneous wealth-generating products. The platform basically empowers independent advisors, simplifying their businesses and becoming more effective in handling their clients through a smooth technological interface to manage their wealth and distribute their products.

Although the company would have identified considerable capital, the financial performance will give one a clear view of its operational growth in the recent past. TheKredible data shows that Wealthy has exhibited high growth in revenue. There was also a significant growth in the revenue earned through operations, which increased to ₹25 crore in the fiscal year 2025 as compared to the previous fiscal year, FY24, which earned ₹14.5 crore.

The expansion of operations was also associated with an expansion in the expenditure, which led to an expanded net loss. The company supported by AWI recorded a net loss of ₹35 crore in the previous fiscal year, FY25. This is a figure that reflects growth over the net loss of ₹24 crore that was accrued in FY24, which is usually indicative of aggressive investment focused on growth, technology development and manner of expanding the market. 

Conclusion

The ₹130 crore infusion led by Bertelsmann India Investments is a turning point for the wealth-management platform Wealthy. This capitalisation proves that the major investors trust the model of this company as a digital marketplace and distribution channel of independent financial advisors. Wealthy is geared towards long-term growth with clear intentions of strategically investing the proceeds into the expansion of its network, enhancement of its product technology, and improving compliance systems.