Valuefy Information

Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia. We unify the front, middle and back office on one AI-powered platform. From prospect onboarding and portfolio construction to client reporting, compliance and operations, it all runs in one place, on one set of data. In practice, that means: - Relationship managers sell, advise and execute in the same workspace - Clients see consolidated portfolios across asset classes, geographies and custodians - Operations teams cut reconciliation from days to minutes Founded in 2010 by capital-markets and engineering operators, Valuefy today powers some of the largest private banks, NBFCs and multi-family offices in the region. To request a demo, write to connect@valuefy.com.