When was Cube Wealth founded?

Cube Wealth was founded in 2016 and raised its 1st funding round within a year of its incorporation.

Where is Cube Wealth located?

Cube Wealth is headquartered in Mumbai, India. It is registered at 25, SILVER SANDS SOCIETY, JUHU TARA ROAD JUHU, VILE PARLE (W), Mumbai City, MUMBAI, Maharashtra, India, 400049.

Which legal entities is Cube Wealth associated with?

Cube Wealth is associated with CUBE CONSUMER SERVICES PRIVATE LIMITED.

How many employees does Cube Wealth have?

As of Jul 31, 2025, Cube Wealth has 124 employees, reflecting a 20% year-over-year growth in headcount.

Is Cube Wealth a funded company?

Cube Wealth is a funded company, having raised a total of $4.57M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Sep 01, 2016.

How much is Cube Wealth worth?

The latest valuation of Cube Wealth is $***** as of May 18, 2017.

When was the latest funding round of Cube Wealth?

Cube Wealth's latest funding was a $***** Series A round on Jun 01, 2020, with participation from 2 investors. Its primary sector is Investment Tech. In India, the Investment Tech sector has seen $429M in funding in 2026 to date.

What is the annual revenue of Cube Wealth?

Annual revenue of Cube Wealth is less than ₹10 Cr as on Mar 31, 2025

Where does Cube Wealth rank among its competitors?

Cube Wealth ranks 54th amongst 3334 active competitors, of which 228 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of Cube Wealth?

Cube Wealth's top competitors include Dezerv, Warren and Farther. Among them, Farther secured the most recent funding round in May, 2026.

Cube Wealth - 2026 Company Profile, Team, Funding, Competitors & Financials

Cube Wealth is a series A company based in Mumbai (India), founded in 2016 by Neena Kothari. It operates as a Provider of an application offering investment advisory and wealth management. Cube Wealth has raised $4.57M in funding from investors like 500 Global, Zephyr Trading and Beenext, with a current valuation of $*****. The company has 3334 active competitors, including 228 funded and 207 that have exited. Its top competitors include companies like Dezerv, Warren and Farther.

Company Details

Provider of an application offering investment advisory and wealth management. The application provides access to curated investment options and wealth management guidance. It offers access to various asset types and investment planning resources. The application also provides tools for portfolio diversification and risk assessment.

Website: www.bankoncube.com/
Social
Email ID: *****@bankoncube.com
Registered Address: 25, SILVER SANDS SOCIETY, JUHU TARA ROAD JUHU, VILE PARLE (W), Mumbai City, MUMBAI, Maharashtra, India, 400049

Key Metrics

Founded Year

2016

Location

Mumbai, India

Stage

Series A

Total Funding

$4.57M in 4 rounds

Latest Funding Round

Series A, Jun 01, 2020, $*****

Post Money Valuation

$***** as on May 18, 2017

Investors

500 Global & 10 more

Ranked

54^th among 3334 active competitors

Annual Revenue

0 - ₹10 Cr as on Mar 31, 2025

Employee Count

124 as on Jul 31, 2025

Similar Companies

Dezerv & 3395 more

View Cube Wealth's full profile

Cube Wealth is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
CUBE CONSUMER SERVICES PRIVATE LIMITED CIN: U72900MH2016PTC272326 , India, Active	Jan 23, 2016	0 - ₹10 Cr (As on Mar 31, 2025)	124 (As on Jul 31, 2025)

Cube Wealth has raised a total funding of $4.57M over 4 rounds. Its first funding round was on Sep 01, 2016. Its latest funding round was a Series A round on Jun 01, 2020 for $*****. 2 investors participated in its latest round. Cube Wealth has 9 institutional investors and 2 angel investors.

Here is the list of recent funding rounds of Cube Wealth:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 01, 2020	1535021	Series A	9931186	3941295	4635747	9362001
Oct 22, 2018	4282337	Series A	3942463	7746827	9082398	3135046
May 18, 2017	9929491	Seed	9744427	4767151	Mamoru Taniya	500 Durians

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View details of Cube Wealth's funding rounds and investors

The founders of Cube Wealth is Neena Kothari.

Here are the details of Cube Wealth's key team members:

Neena Kothari: of Cube Wealth. They serve on the board of 1 company.
Contact Info: 1 phone number

Cube Wealth's Board of Directors

Cube Wealth's board has 4 active members. Satyen V Kothari, Neena Kothari, Satyen V Kothari and Vijay Kothari are part of team.

Here is the list of Cube Wealth's board of directors:

Name	Type	Representing	Status	Duration
Satyen V Kothari	Team	-	Current	10y 7m
Neena Kothari	Team	-	Current	10y 7m
Satyen V Kothari	Team	-	Current	10y 7m
Vijay Kothari	Team	-	Current	10y 7m

View details of Cube Wealth's Founder profiles and Board Members

Cube Wealth's employee count trend

Cube Wealth has 124 employees as of Jul 25. The total employee count is 19.0% more than what it was in Jul 24. Here is Cube Wealth's employee count trend over the years:

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Top competitors of Cube Wealth include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of Cube Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dezerv 2021, Mumbai (India), Series C	Wealth management platform offering financial planning and advisory service	$100M	Premji Invest, Accel & 50 others	78/100
2nd	Warren 2014, Porto Alegre (Brazil), Series C	Diversified investment management firm	$105M	GIC, QED Investors & 14 others	68/100
3rd	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 14 others	68/100
4th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
5th	Raseedi 2019, Cairo (Egypt), Seed	Financial advisor for payments and savings	$1.25M	500 Global, EBRD & 3 others	63/100
6th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	63/100
7th	ET Money 2014, Gurugram (India), Acquired	App-based mutual fund investment platform	-	-	63/100
8th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Atacama Ventures & 17 others	62/100
9th	Phoenix Group 1782, London (United Kingdom), Public	Provider of long-term savings, retirement, and life insurance solutions	-	Kingdom Holding Company, TDR Capital & 2 others	61/100
10th	Scottish Widows 1815, Edinburgh (United Kingdom), Public	Women bank	-	-	60/100
54th	Cube Wealth 2016, Mumbai (India), Series A	Provider of an application offering investment advisory and wealth management	$4.57M	500 Global, 500 Durians & 9 others	48/100

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Founders (largest shareholder) own 89.20%, Funds own 3.23%, Enterprises own 3.65% and Angels own 3.90%. The net worth of Cube Wealth's founders is INR 114Cr as of May 18, 2017.

Shareholders Name	Post Round Holding %	Net worth	Cumulative Investment	Realised Returns	Unrealised Returns	Return Multiple
Founder	89.20%	114Cr	3520069	5853177	1111879	8102163
Neena Kothari	0	0	0	0	0	0
Fund	3.23%	4.15Cr	949	353	157	289
Beenext	4	3	5	2	1	3
500 Durians	0	0	0	0	0	0
Enterprise	3.65%	4.67Cr	834	973	405	834
Angel	3.90%	4.99Cr	272	646	854	428
Mamoru Taniya	34	51	54	36	43	96
Total	99.98%	128Cr	4346384	3831500	9352630	2770819