Founded
2020
Team Size
200
Total Funding
₹290 Cr
Valuation
₹800 Cr
About
Wealth management platform.
Unique Selling Proposition
Core Differentiator
Neo Wealth offers a personalized investment approach using AI-driven analytics.
Target Market
Retail investors and affluent individuals in India.
Key Innovation
Use of AI for customized wealth management solutions.
Competitive Moats
🧠Data/AI Moat
Strong
Leverages data analytics for personalized investment strategies.
🔒Switching Costs
Medium
Users may find it cumbersome to switch platforms due to initial investments and learning curves.
Funding Snapshot
Free preview
₹290 Cr
Total Raised
1
Round
Total Raised
Latest · 2024
Backed by
Peak XV Partners
Unlock the full funding history below — every round's amount, valuation & investors.
Funding History
Total Raised
2024
₹290 Cr
Lead: Peak XV Partners
Investors
Peak XV Partners
Details
Financial Metrics
Funding Rounds
1
VedAI Score
639/1000
Developing
Neo Wealth
FinTech