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
- 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
Investors
Ranked
70th among 870 active competitors
Annual Revenue
0 - ₹10 Cr as on Mar 31, 2025
Employee Count
35 as on Aug 31, 2025
Investment & Acquisitions
Legal entities associated with Fintso
Fintso is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
ADAPT FINTECH ADVISORS PRIVATE LIMITED CIN: U67200MH2019PTC334521 , India, Active | Dec 16, 2019 | 0 - ₹10 Cr (As on Mar 31, 2025) | 35 (As on Aug 31, 2025) |
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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 |
View details of Fintso's funding rounds and investors
Fintso's founders and board of directors
Founder? Claim ProfileThe founders of Fintso is George Mitra. George Mitra is the CEO of Fintso.
Here are the details of Fintso's key team members:
- George Mitra: Co-Founder & CEO of Fintso. They are also an angel investor in 1 startup and serve on the board of 1 company.Contact Info: 1 email address and 1 phone number
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 |
View details of Fintso's Founder profiles and Board Members
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:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | 76/100 | |
2nd | Addepar 2009, New York City (United States), Series G | Wealth management solutions for advisors | $759M | 76/100 | |
3rd | KFin Technologies 2017, Hyderabad (India), Public | Provider of software solutions for transaction management, compliance, and data analytics | $42.1M | 76/100 | |
4th | Broadridge 2007, United States, Public | Provider of tech solution for financial service and customer communication | - | 73/100 | |
5th | Altruist 2018, Culver City (United States), Acquired | Portfolio management software for financial advisors | $602M | 72/100 | |
6th | SEI 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 71/100 | |
7th | Centricity 2022, Gurugram (India), Series A | Digital private wealth management platform for individuals | $51M | 70/100 | |
8th | FNZ 2003, London (United Kingdom), Acquired | Provider of wealth management platforms for financial institutions and advisors | $3.97B | 66/100 | |
9th | AdvisorEngine 2014, New York City (United States), Acquired | Wealth management software platform empowering financial advisors with technology and services | $60.1M | 65/100 | |
10th | Bravura Solutions 2004, Edinburgh (United Kingdom), Acquired | Software solutions for life insurance and wealth management | $28.4M | 64/100 | |
70th | Provider of a digital wealth platform for financial advisory businesses | $5.77M | 49/100 |
Looking for more details on Fintso's competitors? Click here to see the top ones
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
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Wealthtech platform Fintso eyes $10m funding to accelerate expansionPrivatebankerinternational•Feb 18, 2022•Fintso
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Fintso partners with smallcase to offer direct equityExpress Computer•Jan 12, 2022•Fintso, smallcase
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Fintech platform Fintso partners smallcase to offer direct equityMint•Jan 11, 2022•Fintso, smallcase
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Wealthtech platform Fintso buys WealthMagic in part-equity, part-cash dealBusiness Standard•Nov 01, 2021•WealthMagic, Fintso, Datacomp Web Technologies, wealthmagic.com
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Indian Fintech Fintso Claims that Previously Stable Debt Securities are Now More Volatile than EquityCrowdfund Insider•May 19, 2020•Fintso
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