Centricity Wealth Tech Private Limited
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Centricity Wealth Tech Private Limited - overview
Established
2022
Location
Gurugram, Haryana, India
Primary Industry
Software
About
Based in India, and founded in 2022, Centricity WealthTech operates as a wealth management technology (WealthTech) company. The company was founded by its CEO Manu Awasthy. In September 2024, Centricity WealthTech raised USD 20 million in seed funding led by new investor Lightspeed India Partners, with participation from returning investor Burman Family Holdings. New investors Action Tesa Group, MMG Group Family Office, MS Dhoni Family Office, NB Ventures, Paramark Ventures, individuals, and other unspecified investors also participated in the round.
Centricity WealthTech provides a private wealth management platform, which is a digital investment management platform that is used by investment professionals for managing their clients' wealth management portfolio business. The company’s platform delivers to both clients and wealth managers with dashboards that consist of multiple features, such as asset tracking, CRM tools, an investment product marketplace, revenue tracking, and more. The solutions offered by the company include real estate advisory services, credit solutions, immigration consulting services, tax opinions, and more. The company plans to use the funds raised in September 2024 to support the development of its two platforms Invictus and One Digital, to broaden its private banking services, support strategic acquisitions.
Current Investors
Polaris Banyan Holdings Private Limited, Burman Family Holdings, Chowdry Associates
Primary Industry
Software
Sub Industries
Investment Banking, Accounting Services, Accounting/Finance Software, Analytics & Performance Software, Application Integration Software, Customer Relationship Management
Website
www.centricity.co.in
Verticals
Cloud Computing, FinTech, Real Estate Tech
Company Stage
Angel & Seed
Total Amount Raised
Subscriber access only
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