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Fintso - About the company

Fintso is a series A company based in Mumbai (India), founded in 2019 by George Mitra. It operates as a Provider of a digital wealth platform for financial advisory businesses. Fintso has raised $5.77M in funding from Datacomp Web Technologies and Rajeev Juneja Family Trust, with a current valuation of $*****. The company has 870 active competitors, including 109 funded and 109 that have exited. Its top competitors include companies like Avaloq, Addepar and KFin Technologies.

Company Details

Provider of a digital wealth platform for financial advisory businesses. The platform offers tools for client management, portfolio analysis, and transaction processing. It provides features such as client onboarding, reporting, and research support. The platform also facilitates access to various investment products.
Website
fintso.com
Social
Facebook
Email ID
*****@fintso.com
Phone Number
+1 **********
Registered Address
WeWork NESCO IT Park, Building 4, North Wing, NESCO IT Park, Western Express Highway, Goregaon East, Mumbai, Goregaon East, Maharashtra, India, 400063
Key Metrics
Founded Year
2019
Location
Mumbai, India
Stage
Series A
Total Funding
$5.77M in 3 rounds
Latest Funding Round
Post Money Valuation
$***** as on Jun 16, 2025
Ranked
Annual Revenue
0 - ₹10 Cr as on Mar 31, 2025
Employee Count
35 as on Aug 31, 2025
Investment & Acquisitions
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Fintso's funding and investors

Fintso has raised a total funding of $5.77M over 3 rounds. Its first funding round was on Mar 14, 2020. Its latest funding round was a Angel round on Apr 07, 2025 for $*****. 1 investor participated in its latest round. Fintso has 12 institutional investors and 25 angel investors.

Here is the list of recent funding rounds of Fintso:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Apr 07, 2025
3258379
Angel
1488151
1334587
8093240
1851582
Jul 07, 2021
9768927
Series A
7462417
6605277
4547998
Mar 14, 2020
4363501
Series A
8968827
4931791
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Fintso's founders and board of directors

Founder? Claim Profile
The founders of Fintso is George Mitra. George Mitra is the CEO of Fintso.
Here are the details of Fintso's key team members:

Fintso's Board of Directors

Fintso's board has 2 active members. George Mitra and Rajan Pathak are part of team.
Here is the list of Fintso's board of directors:
Name
Type
Representing
Status
Duration
Team
-
Current
6y 9m
jzighgj
Team
-
Past
4y 1m

Fintso's employee count trend

Fintso has 35 employees as of Aug 25. The total employee count is 3.0% lower than what it was in Aug 24. Here is Fintso's employee count trend over the years:
Employee count trend for Fintso
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Fintso's Competitors and alternates

Top competitors of Fintso include Avaloq, Addepar and KFin Technologies. Here is the list of Top 10 competitors of Fintso, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Avaloq
Avaloq
1985, Zurich (Switzerland), Acquired
Cloud-based solutions for financial institutions
$301M
76/100
2nd
Logo for Addepar
Addepar
2009, New York City (United States), Series G
Wealth management solutions for advisors
$759M
76/100
3rd
Logo for KFin Technologies
KFin Technologies
2017, Hyderabad (India), Public
Provider of software solutions for transaction management, compliance, and data analytics
$42.1M
76/100
4th
Provider of tech solution for financial service and customer communication
-
73/100
5th
Logo for Altruist
Altruist
2018, Culver City (United States), Acquired
Portfolio management software for financial advisors
$602M
72/100
6th
Logo for SEI
SEI
1968, Oaks (United States), Public
Wealth and investment management solutions for institutional investors
-
71/100
7th
Logo for Centricity
Centricity
2022, Gurugram (India), Series A
Digital private wealth management platform for individuals
$51M
70/100
8th
Logo for FNZ
FNZ
2003, London (United Kingdom), Acquired
Provider of wealth management platforms for financial institutions and advisors
$3.97B
66/100
9th
Logo for AdvisorEngine
AdvisorEngine
2014, New York City (United States), Acquired
Wealth management software platform empowering financial advisors with technology and services
$60.1M
65/100
10th
Logo for Bravura Solutions
Bravura Solutions
2004, Edinburgh (United Kingdom), Acquired
Software solutions for life insurance and wealth management
$28.4M
64/100
70th
Logo for Fintso
Fintso
2019, Mumbai (India), Series A
Provider of a digital wealth platform for financial advisory businesses
$5.77M
49/100
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Fintso's Latest cap tables and shareholding

Founders (largest shareholder) own 33.74%, Funds own 2.58%, Enterprises own 9.82% and Angels own 21.47%. The net worth of Fintso's founders is INR 57.9Cr as of Jun 16, 2025.
Shareholders Name
Post Round Holding %
Net worth
Cumulative Investment
Realised Returns
Unrealised Returns
Return Multiple
Founder
33.74%
57.9Cr
4213435
8378675
2579247
1672938
1700550
4564581
6896312
4909959
1248889
1330725
Fund
2.58%
4.43Cr
85
62
34
86
0
0
0
0
0
0
Enterprise
9.82%
16.9Cr
6766120
2250017
3262384
1562101
Angel
21.47%
36.9Cr
7086136
7117963
3904728
8197565
3392355
4678186
1594178
5414641
1324415
5258068
Other People
4.17%
7.17Cr
6740
7074
2093
2915
ESOP Pool
28.21%
48.4Cr
6125749
9794630
6070895
3615010
Total
99.99%
172Cr
8882278
7665304
2899702
6032148
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Notes: The column Net Worth represents the net worth of investments made by that entity, as per the latest cap table.
Disclaimer
View more details of Fintso's Shareholding

Fintso's Investments and acquisitions

Fintso has acquired WealthMagic. Fintso has not made any investments as of now.

Reports related to Fintso

Here is the latest report on Fintso's sector:

News related to Fintso

•
Wealthtech platform Fintso eyes $10m funding to accelerate expansionPrivatebankerinternational•Feb 18, 2022•Fintso
•
Fintso ties up with FinX to create new-age entrepreneursExpress Computer•Feb 10, 2022•Fintso, FinX
•
Fintso partners with smallcase to offer direct equityExpress Computer•Jan 12, 2022•Fintso, smallcase
•
Stockal partners with FintsoWealthadviser•Feb 22, 2021•Stockal, Fintso
•
Fintso And NSE Knowledge Hub Announce CollaborationExpress Computer•Jul 14, 2020•NSE, Fintso
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