Wealthy

Wealthy is an AI-enabled platform that empowers mutual fund distributors and independent wealth professionals with end-to-end digital tools and dedicated support. The company provides automated KYC and onboarding, AI-driven advisory workflows, portfolio analytics, research, client-facing apps, and marketing and training resources for distributors. Its platform aggregates 1,000+ financial products across mutual funds, stocks, fixed deposits, bonds, insurance, PMS and AIFs, enabling distributors to manage client portfolios and scale advisory practices across urban and smaller cities in India.