Wealthtech Investment in India: Trends and Opportunities for 2026

Wealthtech is attracting significant investor interest in India during 2026, as funding increasingly shifts towards platforms that are diversifying beyond traditional broking and trading. Investors are showing a keen interest in digital wealth management, alternative investments, fixed income products, and technology-driven advisory platforms, with new startups targeting younger and first-time investors. Despite this growth, the sector is mainly centred in Tier 1 cities, meaning that there is substantial potential for platforms to broaden their reach and engage with India’s expanding investor demographic in smaller towns and cities.

Data gathered by Startup Superb shows that wealthtech startups in India secured approximately $303 million across 25 funding deals in the first eight months of 2026. The funding activity was primarily driven by smaller funding rounds, with only four transactions exceeding the $30 million mark. These significant rounds included fundraising efforts by Veriqus Group, Neo, Sahi, and Gurugram-based Centricity. Interestingly, none of the deals reached over $50 million, although this could change shortly as Dale Vaz-led Sahi is reportedly negotiating to raise a more substantial round of around $80 million. Meanwhile, Dream Sports, the parent company of Dream11, discontinued its wealth management platform Dream Money less than a year after its launch, ending one of its ventures beyond online gaming.

Year-on-Year Funding Trends in Wealthtech

India’s wealthtech sector experienced moderate funding activity in 2023, with startups collecting around $55 million across 12 transactions. Neo’s $35 million round was a major contributor to the raised capital that year.

Funding saw a remarkable increase in 2024, with total capital rising over 3.4 times to $265 million across 26 deals, driven by several substantial rounds. The upward trend continued into 2025, where funding grew by approximately 40% year-on-year to $369.34 million across 25 transactions, while the number of funding rounds remained relatively stable.

In the first eight months of 2026, wealthtech startups secured around $303 million across 25 deals, surpassing the total funding recorded in 2024, even with the 2026 figure covering just eight months.

Top Funded Startups in 2026

In 2026, the majority of wealthtech funding rounds consisted of small-ticket deals from early-stage startups. However, a significant amount of capital was centralised among a few companies. Mumbai-based Veriqus Group raised approximately $40 million in a funding round led by Norwest Venture Partners, while the wealth and asset management firm Neo Group obtained $36.3 million from existing investor Peak XV Partners. The stock broking platform Sahi raised $33 million in a Series B round led by Accel, with participation from Elevation Capital. Centricity secured around $30 million in its Series A round led by SMBC Asia Rising Fund, whereas Bengaluru-based Stable Money raised nearly $39.3 million across two rounds from Fundamentum, Peak XV Partners, RTP Global, and Z47. Collectively, these five startups represented over 56% of the total wealthtech funding in 2026.

Other noteworthy fundraising activities included Wint Wealth, which gathered $28 million in a Series B round, along with Nexedge Capital, AssetPlus, Oolka, and Bachatt.

Consolidations in Wealthtech in 2026

So far in 2026, there have been only four mergers and acquisitions in the wealthtech space, three of which were orchestrated by Raise Financial Services, the parent company of the stockbroking platform Dhan. In April, Raise acquired the private market investment platform Infinyte Club and the algorithmic trading platform Stratzy. A month later, it completed its acquisition of IRDAI-registered GreenLife Insurance Broking (GIBL), marking its entry into insurance distribution. The fourth transaction involved the wealth management platform Scripbox acquiring the mutual fund distribution business from Delhi-NCR-based Bluechip Capital, with clients and employees set to transition to Scripbox.