At Just Funded Media we track over 1,000,000 recently funded startups and over 3,800,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 5 Wealth Management funded companies in Karnataka. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Karnataka)
Goalwise
Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Impact Investing, Wealth Management
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Koshex
Automating wealth creation for 400M Indian Millennials
Last Funding Round: Seed
Industries: Financial Services, FinTech, Wealth Management
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Muvin
Muvin aims to enable youth to get accustomed to banking from an early age in easy, gamified and education-powered experience.
Last Funding Round: Seed
Industries: Banking, Personal Finance, Wealth Management
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Dvara Money
Dvara Money provides neo wealth management services to the newly banked with a vision to empower them towards financial wellness.
Last Funding Round: Seed
Industries: Financial Services, Insurance, Wealth Management
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TRDR
TRDR is an automated robo-investing platform for retail investors.
Last Funding Round: Pre-Seed
Industries: FinTech, Robotics, Trading Platform, Wealth Management
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