Valuefy Information

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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.

Website	https://www.valuefy.com/
Revenue	$15.9 million
Employees	148 (135 on RocketReach)
Founded	2010
Phone	+91 22 2871 0021
Technologies	JavaScript , HTML , PHP +48 more (view full list)
Industry	Finance, Software Development, Finance General, Analytics, Data and Analytics, Banking, Financial Services, Lending and Investments, FinTech, Wealth Management
Web Rank	8 Million
Keywords	Wealth Management, Wealthtech, Wealth Management Technology, Financial Technology, Investment Management, Wealth Solutions, Portfolio Management, Investment Advisory, Investment Insights, Investment Technology, Modern Wealth Management, Financial Planning, Asset Management, Technology For Advisors, Data-Driven Investing, Financial Decision Making, Data Analytics, Financial Data, Automated Investing
Competitors	Bloomberg, BlackRock, S&P Global, FactSet, T. Rowe Price, Morningstar, Avaloq, Watu Credit, Refinitiv, an LSEG business, Envestnet \| Yodlee India +41 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52392 Companies