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WealthDesk

Fintech · IN

Wealth management / investment platform.

Founders

Ujjwal Jain (India · ♂) — A fintech veteran who worked in fund management at D.E. Shaw and launched smart-beta indices at MSCI, he founded WealthDesk in 2016 to let advisors build and manage portfolio-based 'WealthBaskets'.
Yuvraj Thakker (India · ♂) — He co-founded WealthDesk in 2016 to build a B2B2C platform connecting investing, asset management and broking.

Funding history

Date	Round	Amount
May 2022	Acquired by PhonePe PhonePe agreed to acquire wealth management startups WealthDesk and OpenQ for $75M in aggregate.	$75M
Jun 2021	Pre Seed Investment-tech platform WealthDesk closed a $3.2M pre-Series A, with ex-Blackstone partner Mathew Cyriac investing.	$3.2M

Investors

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