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 1 company 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 18 active competitors, of which 6 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was smallcase, which secured $29M in Mar, 2025.

Who are the top competitors of smallcase?

smallcase's top competitors include Zerodha Capital, Volt and Abhiloans. Among them, smallcase secured the most recent funding round in March, 2025.

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

smallcase is a series D company based in Bengaluru (India), founded in 2015 by Anugrah Shrivastava, Vasanth Kamath and Rohan Gupta. It operates as a Provider of a digital wealth management platform. smallcase has raised $100M in funding from investors like Peak XV Partners, Faering Capital and Beenext, with a current valuation of $*****. The company has 18 active competitors, including 6 funded and 2 that have exited. Its top competitors include companies like Zerodha Capital, Volt and Abhiloans.

Company Details

Provider of a digital wealth management platform. It enables retail investors to build and manage long-term portfolios across multiple asset classes. The platform offers expert-managed model portfolios , direct mutual funds, stocks, ETFs, fixed deposits, and investment-backed credit, allowing users to invest through their existing brokerage accounts. It also provides portfolio tracking, AI-powered wealth insights, investment scoring, portfolio creation tools, and net worth management capabilities.

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 & 59 more

Ranked

1^st among 18 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 & 58 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 23 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	5200099	Series D	6035360	6158010	4005959	7892543
Aug 18, 2021	3563535	Series C	3539728	5291917	1687656	Blume Venture & 14 more
Sep 16, 2020	2562227	Series B	1614018	4610865	Peak XV Partners & 1 more	Milestone Trusteeship Services & 17 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	11y 0m
Vasanth Kamath	Team	-	Current	11y 0m
Rohan Gupta	Team	-	Current	11y 0m
Karthik Reddy Bezawada	Investor	Blume Venture	Current	7y 9m
Sameer Mohan Shroff	Investor	-	Current	4y 10m
aixsfef	Investor	trnhb{s	Current	1y 3m

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 Zerodha Capital, Volt and Abhiloans. 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 a digital wealth management platform	$100M	State Street Global Advisors, Amazon & 58 others	81/100
2nd	Zerodha Capital 2021, Bengaluru (India), Unfunded	Platform offering asset-backed loans	-	-	56/100
3rd	Volt 2022, Bengaluru (India), Acquired	Provider of credit lines using mutual funds and stocks as collateral	$2.96M	All In Capital, Titan Capital & 34 others	55/100
4th	Abhiloans 2015, Bengaluru (India), Unfunded	Online platform offering investment securities based loans	-	-	48/100
5th	MakeMyFund 2021, Mumbai (India), Unfunded	Mutual fund creator and investment platform for individuals	-	-	48/100
6th	Quicklend 2023, Bengaluru (India), Seed	Lending Service Provider (LSP) of secured loans against mutual funds and shares	$773K	Eximius Ventures, GrowX Ventures & 2 others	41/100
7th	PlusCash 2022, Mumbai (India), Unfunded	It offers investment, borrowing, and wealth management solutions	-	-	37/100
8th	Bulk Udhaar 2015, Mumbai (India), Deadpooled	B2B invoicing platform	-	-	35/100
9th	Geojit 2005, Kochi (India), Deadpooled	Online platform offering loans to consumers against investment securities	-	-	34/100
10th	DhanLAP 2020, Chennai (India), Seed	Provider of digital loans secured by mutual funds and stocks	$1.15M	Quantum Advisors & 2 others	33/100

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Looking for more details on smallcase's competitors? Click here to see the top ones

Founders own 16.84%, Funds (largest shareholder) own 72.43%, Enterprises own 2.34% 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	5799958	6561296	9658032	8331066
Vasanth Kamath	56462	17682	58544	92924	41760	81588
Rohan Gupta	37434	99543	50870	83129	33629	18455
Anugrah Shrivastava	84440	57989	88451	91679	25166	89593
Fund	72.43%	1,820Cr	4790205	2919626	6905960	1522503
Peak XV Partners	6095865	7702393	9000342	2212362	5850594	7325425
Beenext	92872	89131	52274	56753	15031	59792
Blume Venture	95187	83487	34184	98233	85336	38793
Faering Capital	655	668	397	366	169	348
DSP Mutual Fund	743	528	797	806	916	584
State Street Global Advisors	359	804	120	693	469	626
Elev8	7	3	7	4	6	3
WEH Ventures	2	5	1	8	1	8
Enterprise	2.34%	58.9Cr	12	53	79	81
Angel	1.55%	43.8Cr	2	4	1	2
ESOP Pool	6.83%	172Cr	195725	246447	244845	490094
Total	100.00%	2,520Cr	5363817	4510127	8728339	6743945