When was Indyfin founded?

Indyfin was founded in 2017 and raised its 1st funding round 4 years after it was founded.

Where is Indyfin located?

Indyfin is headquartered in Dallas, United States.

Who is the current CEO of Indyfin?

Akshay Singh and Akshay Singh s of Indyfin.

How many employees does Indyfin have?

As of Dec 31, 2022, the latest employee count at Indyfin is 2.

Is Indyfin a funded company?

Indyfin is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Aug 26, 2021.

When was the latest funding round of Indyfin?

Indyfin's latest funding was a $***** Seed round on Aug 26, 2021, with participation from 1 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.25B in funding in 2026 to date.

Where does Indyfin rank among its competitors?

Indyfin ranks 123rd amongst 4900 active competitors, of which 121 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Ascensus, which secured an undisclosed amount in Aug, 2026.

Who are the top competitors of Indyfin?

Indyfin's top competitors include MassMutual, Ascensus and Farther. Among them, Ascensus secured the most recent funding round in August, 2026.

Indyfin - 2026 Company Profile, Team, Funding & Competitors

Indyfin is an acquired company based in Dallas (United States), founded in 2017 by Akshay Singh and Akshay Singh. It operates as a Matching investors with vetted financial advisors for personalized financial guidance. Indyfin has raised $2M in funding from Leo Capital. The company has 4900 active competitors, including 121 funded and 382 that have exited. Its top competitors include companies like MassMutual, Ascensus and Farther.

Company Details

Matching investors with vetted financial advisors for personalized financial guidance. The platform reinvents how individuals discover, assess, and engage with independent financial advisors. It connects investors with suitable advisors based on various factors, including professional background, risk tolerance, personality, and areas of expertise. The platform gathers client feedback to build robust advisor profiles, offering insights into their unique practices. It aims to facilitate lasting relationships between investors and fiduciaries they can trust, helping individuals achieve their financial objectives. The platform offers advisor resources, a fee calculator, and a knowledge center. It is a tech-enabled platform that redefines the investor experience by providing tools to research, review, and interact with financial advisors. It is a B2C platform that offers a matching service.

Website: indyfin.com
Social
Email ID: *****@indyfin.com
Phone Number: +1 **********

Key Metrics

Founded Year

2017

Location

Dallas, United States

Stage

Acquired

Total Funding

$2M in 1 round

Latest Funding Round

Seed, Aug 26, 2021, $*****

Investors

Leo Capital & 2 more

Ranked

123^rd among 4900 active competitors

Employee Count

2 as on Dec 31, 2022

Similar Companies

Dezerv & 3451 more

Exit Details

Acquired by WiserAdvisor (Aug 02, 2023)

View Indyfin's full profile

Indyfin is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
INDYFIN LLC CIN: 6745511 , United States, Active	Feb 06, 2018	-	-	-

Indyfin got acquired by WiserAdvisor on Aug 02, 2023.

Click here to take a look at Indyfin's acquisition in detail

Indyfin has raised a total funding of $2M over 1 round. Its latest funding round was a Seed round on Aug 26, 2021 for $*****. 1 investor participated in its latest round. Indyfin has 3 institutional investors.

Here is the list of recent funding rounds of Indyfin:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Aug 26, 2021	9498916	Seed	4655834	9215668	7450353	5775519

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View details of Indyfin's funding rounds and investors

The founders of Indyfin are Akshay Singh and Akshay Singh. Akshay Singh and Akshay Singh are the CEOs of Indyfin.

Here are the details of Indyfin's key team members:

Akshay Singh: Founder and CEO (Acquired by Respond.com) of Indyfin.
Akshay Singh: Founder and CEO (Acquired by Respond.com) of Indyfin.

View details of Indyfin's Founder profiles and Board Members

Indyfin's employee count trend

Indyfin has 2 employees as of Dec 22. Here is Indyfin's employee count trend over the years:

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Top competitors of Indyfin include MassMutual, Ascensus and Farther. Here is the list of Top 10 competitors of Indyfin, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
2nd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital, GIC & 2 others	71/100
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	67/100
4th	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
5th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
6th	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	65/100
7th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
8th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 20 others	65/100
9th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
10th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	63/100
123rd	Indyfin 2017, Dallas (United States), Acquired	Matching investors with vetted financial advisors for personalized financial guidance	$2M	Leo Capital, Astir Ventures & 1 others	41/100