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Goalteller - About the company

Goalteller is a seed company based in Bengaluru (India), founded in 2020 by Vivek Banka, Abhisek Puglia and Udit Garg. It operates as a Financial planning platform for individuals. Goalteller has raised $862K in funding from Rainmatter and Salil Chakrabarty Innovation Holdings, with a current valuation of *****. The company has 2941 active competitors, including 222 funded and 199 that have exited. Its top competitors include companies like Dezerv, Nuvama and Farther.

Company Details

Financial planning platform that allows users to build financial plans. It enables users to plan for investments, insurance, taxes, and goals. It provides analytics, succession planning, goal planning, and personalised solutions for users.
Social
X
Email ID
*****@goalteller.com
Registered Address
2nd and 3rd Floors, Sy. No. 93/2A2, Sy. No. 93/9, Sy. No. 96/2, Novel MSR Park Office Munnekolala Village, Varthur Hobli, Marathahalli Colony, Bangalore, Bangalore North, Karnataka, India, 560037
Key Metrics
Founded Year
2020
Location
Bengaluru, India
Stage
Seed
Total Funding
$862K in 4 rounds
Latest Funding Round
Post Money Valuation
***** as on Mar 03, 2023
Investors
Ranked
Annual Revenue
0 - ₹10 Cr as on Mar 31, 2025
Employee Count
16 as on Apr 30, 2026
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Goalteller's funding and investors

Goalteller has raised a total funding of $862K over 4 rounds. Its first funding round was on Mar 11, 2021. Its latest funding round was a Angel round on Mar 03, 2023 for $*****. 1 investor participated in its latest round. Goalteller has 3 institutional investors and 14 angel investors.

Here is the list of recent funding rounds of Goalteller:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Mar 03, 2023
5783149
Angel
1667202
2349962
5773565
8658950
Feb 07, 2022
9574308
Seed
9976914
7390554
8735836
Jun 21, 2021
2041408
Seed
8530796
6485934
1186368
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Goalteller's founders and board of directors

Founder? Claim Profile
The founders of Goalteller are Vivek Banka, Abhisek Puglia and Udit Garg.
Here are the details of Goalteller's key team members:

Goalteller's Board of Directors

Goalteller's board has 4 active members. Vivek Banka and Abhisek Puglia are part of team and Bimal Kumar Banka and Nidhi Banka are independent board members.
Here is the list of Goalteller's board of directors:
Name
Type
Representing
Status
Duration
Team
-
Current
5y 11m
Team
-
Current
4y 11m
Independent board member
-
Current
5y 11m
lqsbqdy
Independent board member
-
Current
6y 3m

Goalteller's employee count trend

Goalteller has 16 employees as of Apr 26. Here is Goalteller's employee count trend over the years:
Employee count trend for Goalteller
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Goalteller's Competitors and alternates

Top competitors of Goalteller include Dezerv, Nuvama and Farther. Here is the list of Top 10 competitors of Goalteller, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Dezerv
Dezerv
2021, Mumbai (India), Series C
Wealth management platform offering financial planning and advisory service
$100M
77/100
2nd
Logo for Nuvama
Nuvama
2008, Mumbai (India), Public
Diversified of wealth & asset management services
-
75/100
3rd
Logo for Farther
Farther
2019, New York City (United States), Series D
App-based financial planning and management platform for individuals
$272M
69/100
4th
Logo for Pontera
Pontera
2012, New York City (United States), Series C
Tax management solutions for businesses
$160M
68/100
5th
Logo for Phoenix Group
Phoenix Group
1782, London (United Kingdom), Public
Provider of long-term savings, retirement, and life insurance solutions
-
67/100
6th
Logo for Ascensus
Ascensus
1980, Dresher (United States), Acquired
Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments
-
67/100
7th
Logo for Origin
Origin
2019, San Francisco (United States), Series B
Financial planning solutions for employees
$68M
66/100
8th
Logo for Fisher Investments
Fisher Investments
1979, Camas (United States), Unfunded
Provider of wealth management, retirement planning, and investment advisory services
-
-
64/100
9th
Logo for ET Money
ET Money
2014, Gurugram (India), Acquired
App-based mutual fund investment platform
-
-
63/100
10th
Logo for LIQID
LIQID
2015, Berlin (Germany), Series D
Provider of wealth management and investment solutions for experienced investors
$153M
63/100
104th
Logo for Goalteller
Goalteller
2020, Bengaluru (India), Seed
Financial planning platform for individuals
$862K
42/100
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Goalteller's Latest cap tables and shareholding

Founders (largest shareholder) own 59.25%, Funds own 3.05%, Enterprises own 0.42% and Angels own 6.90%. The net worth of Goalteller's founders is INR 35.1Cr as of Mar 03, 2023.
Shareholders Name
Post Round Holding %
Net worth
Cumulative Investment
Realised Returns
Unrealised Returns
Return Multiple
Founder
59.25%
35.1Cr
2474311
4646486
1401343
7830303
3825248
6796208
4923410
2851672
7743747
6920484
Fund
3.05%
1.81Cr
966
345
607
362
39
87
51
17
73
90
Enterprise
0.42%
25L
0
0
0
0
Angel
6.90%
4.09Cr
991008
154467
864091
659513
0
0
0
0
0
0
0
0
0
0
0
0
Other People
5.13%
3.04Cr
41127
57344
76021
97302
ESOP Pool
25.23%
14.9Cr
8917965
3008758
1282256
9638067
Total
99.98%
59.2Cr
9704532
3055977
2937706
1170838
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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 Goalteller's Shareholding

Goalteller's Investments and acquisitions

Goalteller has made no investments or acquisitions yet.

Reports related to Goalteller

Here is the latest report on Goalteller's sector:

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FAQs about Goalteller

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