When was smallcase founded?

smallcase was founded in 2015 and raised its 1st funding round within a year of its incorporation.

Where is smallcase located?

smallcase is headquartered in Bengaluru, India. It is registered at No 51, 3rd Floor, Le Parc Richmonde Richmond Road, Shantala Nagar, Bangalore, Bangalore, Karnataka, India, 560025.

Who is the current CEO of smallcase?

Vasanth Kamath of smallcase. They have also founded 2 companies and are an angel investors in 1 startup.

Which legal entities is smallcase associated with?

smallcase is associated with CASE PLATFORMS PRIVATE LIMITED and 4 others.

How many employees does smallcase have?

As of Apr 30, 2026, the latest employee count at smallcase is 367.

Is smallcase a funded company?

smallcase is a funded company, having raised a total of $100M across 7 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Oct 2015.

How much is smallcase worth?

The latest valuation of smallcase is ₹***** as of Apr 30, 2025.

When was the latest funding round of smallcase?

smallcase's latest funding was a $***** Series D round on Mar 27, 2025, with participation from 20 investors.

What is the annual revenue of smallcase?

Annual revenue of smallcase is between ₹100 Cr and ₹500 Cr as on Mar 31, 2025

Where does smallcase rank among its competitors?

smallcase ranks 1st amongst 63 active competitors, of which 23 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Goodvest, which secured $14.2M in Sep, 2025.

Who are the top competitors of smallcase?

smallcase's top competitors include Abundance, Hadrius and Newday Impact. Among them, Goodvest secured the most recent funding round in September, 2025.

smallcase - 2026 Company Profile, Team, Funding, Competitors & Financials

Company Details

Provider of digital platforms for managing stock and fund investments. This service enables users to access model portfolios consisting of equities, exchange traded funds, and mutual funds. The infrastructure allows for the tracking of net worth and the creation of personalized investment strategies. Users can execute transactions through integrated brokerage accounts and monitor portfolio health using analytical tools. The system facilitates the management of fixed deposits and provides access to credit lines secured against investment holdings. All products are accessible through a centralized interface designed for portfolio oversight and asset allocation.

Website: www.smallcase.com/
Social
Email ID: *****@smallcase.com
Registered Address: No 51, 3rd Floor, Le Parc Richmonde Richmond Road, Shantala Nagar, Bangalore, Bangalore, Karnataka, India, 560025

Key Metrics

Founded Year

2015

Location

Bengaluru, India

Stage

Series D

Total Funding

$100M in 7 rounds

Latest Funding Round

Series D, Mar 27, 2025, $*****

Post Money Valuation

₹***** as on Apr 30, 2025

Investors

Peak XV Partners & 58 more

Ranked

1^st among 63 active competitors

Annual Revenue

₹100 - ₹500 Cr as on Mar 31, 2025

Employee Count

367 as on Apr 30, 2026

Investment & Acquisitions

Tickertape

Similar Companies

Hadrius & 26 more

View smallcase's full profile

smallcase is associated with 5 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count
CASE PLATFORMS PRIVATE LIMITED CIN: U62099KA2015PTC081722 , India, Active	Jul 21, 2015	₹100 - ₹500 Cr (As on Mar 31, 2025)	330 (As on Apr 30, 2026)
WINDMILL CAPITAL PRIVATE LIMITED CIN: U74999KA2020PTC132398 , India, Active	Feb 06, 2020	0 - ₹10 Cr (As on Mar 31, 2025)	14 (As on Apr 01, 2026)
ANCHORAGE TECHNOLOGIES PRIVATE LIMITED CIN: U74220KA2021PTC142979 , India, Active	Jan 09, 2021	₹10 - ₹50 Cr (As on Mar 31, 2025)	14 (As on Apr 30, 2026)
NEXUM FINVEST PRIVATE LIMITED CIN: U64990KA2023PTC172732 , India, Active	Apr 24, 2023	0 - ₹10 Cr (As on Mar 31, 2025)	4 (As on Mar 01, 2026)
ESSENTIAL INVESTMENT MANAGERS PRIVATE LIMITED CIN: U66190KA2021PTC145058 , India, Active	Mar 09, 2021	0 - ₹10 Cr (As on Mar 31, 2025)	6 (As on Apr 30, 2026)

smallcase has raised a total funding of $100M over 7 rounds. Its first funding round was on Oct 2015. Its latest funding round was a Series D round on Mar 27, 2025 for $*****. 20 investors participated in its latest round. smallcase has 37 institutional investors and 22 angel investors.

Here is the list of recent funding rounds of smallcase:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 27, 2025	1093857	Series D	8247590	4706995	8852955	5963528
Aug 18, 2021	3474573	Series C	4416447	7005454	8362551	Blume Venture & 14 more
Sep 16, 2020	1393496	Series B	3522637	4403058	Peak XV Partners & 1 more	Milestone Trusteeship Services & 16 more

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View details of smallcase's funding rounds and investors

The founders of smallcase are Anugrah Shrivastava, Vasanth Kamath and Rohan Gupta. Vasanth Kamath is the CEO of smallcase.

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

Anugrah Shrivastava: Co-Founder of smallcase and founder of 1 other company. They are also an angel investor in 1 startup and serve on the boards of 3 companies.
Contact Info: 2 email addresses and 2 phone numbers
Vasanth Kamath: Co-Founder & CEO of smallcase and founder of 2 other companies, Tickertape and Smallcase. They are also an angel investor in 1 startup and serve on the board of 1 company.
Contact Info: 2 email addresses and 1 phone number
Rohan Gupta: Co-Founder of smallcase and founder of 2 other companies, Tickertape and Smallcase. They serve on the boards of 2 companies.
Contact Info: 3 email addresses and 1 phone number

smallcase's Board of Directors

smallcase's board has 6 active members. Karthik Reddy Bezawada, Anugrah Shrivastava, Vasanth Kamath, Sameer Mohan Shroff, Rohan Gupta and Navin Kotrappa Honagudi are part of team.

Here is the list of smallcase's board of directors:

Name	Type	Representing	Status	Duration
Anugrah Shrivastava	Team	-	Current	10y 10m
Vasanth Kamath	Team	-	Current	10y 10m
Rohan Gupta	Team	-	Current	10y 10m
Karthik Reddy Bezawada	Investor	Blume Venture	Current	7y 7m
Sameer Mohan Shroff	Investor	-	Current	4y 8m
nmyacpb	Investor	wcprytr	Current	1y 8m

View details of smallcase's Founder profiles and Board Members

smallcase's employee count trend

smallcase has 367 employees as of Apr 26. Here is smallcase's employee count trend over the years:

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Top competitors of smallcase include Abundance, Hadrius and Newday Impact. Here is the list of Top 10 competitors of smallcase, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	smallcase 2015, Bengaluru (India), Series D	Provider of digital platforms for managing stock and fund investments	$100M	State Street Global Advisors, Amazon & 57 others	81/100
2nd	Abundance 2011, London (United Kingdom), Series A	Online platform for impact investments	$8.24M	Hejj Pty, Nesta & 77 others	64/100
3rd	Hadrius 2020, San Francisco (United States), Series A	Provider of an AI-native compliance platform for financial service firms	$28.8M	Singularity Capital, Dorm Room Fund & 5 others	60/100
4th	Newday Impact 2015, San Francisco (United States), Seed	Impact investing aligning capital with positive change through measurable analysis	-	Ladenburg Thalmann, For Good Ventures & 3 others	59/100
5th	Inspire 2011, Hollister (United States), Seed	Biblically reponsible investment platform for ETFs & indices	$2.23M	-	56/100
6th	Goodvest 2020, Paris (France), Series B	Online impact-based investment platform for individuals	$27M	Globivest, Serena & 10 others	55/100
7th	MakeMyFund 2021, Mumbai (India), Unfunded	Mutual fund creator and investment platform for individuals	-	-	48/100
8th	Motif 2010, San Mateo (United States), Deadpooled	Thematic investment platform	$132M	Foundation Capital, Norwest & 5 others	47/100
9th	HALO Technologies 2014, Sydney (Australia), Public	App-based platform for thematic investments	-	aaig	47/100
10th	Giraffe Invest 2021, New York City (United States), Unfunded	Impact-based investment platform for individuals	-	-	45/100

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Founders own 16.84%, Funds (largest shareholder) own 66.44%, Enterprises own 8.33% and Angels own 1.55%. The net worth of smallcase's founders is INR 424Cr as of Apr 30, 2025.

Shareholders Name	Post Round Holding %	Net worth	Cumulative Investment	Realised Returns	Unrealised Returns	Return Multiple
Founder	16.84%	424Cr	5105891	2412174	9483513	8991912
Vasanth Kamath	66374	12695	56440	44602	77813	90252
Rohan Gupta	31316	49927	73855	12261	75095	88555
Anugrah Shrivastava	40116	58401	46446	55176	65655	29236
Fund	66.44%	2,080Cr	1591426	6424332	6463494	8790841
State Street Global Advisors	256	190	460	612	153	424
Faering Capital	811	189	553	293	669	125
Elev8	6	2	1	3	7	2
Peak XV Partners	2074735	7006281	5719859	3072527	3754204	3460707
Beenext	85315	22270	60924	20430	90366	20712
Blume Venture	48518	42667	72410	53004	27192	16199
DSP Mutual Fund	212	139	685	863	382	494
WEH Ventures	5	3	6	6	4	8
Enterprise	8.33%	210Cr	7084820	4985326	8853126	2400270
Angel	1.55%	43.8Cr	8	6	5	8
ESOP Pool	6.83%	172Cr	385132	523040	384696	948686
Total	100.00%	2,920Cr	7414921	7525056	7099955	7457193