smallcase - About the company
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 Volt, Zerodha Capital and MakeMyFund.
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
Post Money Valuation
$***** as on Apr 30, 2025
Investors
Ranked
1st among 18 active competitors
Annual Revenue
₹100 - ₹500 Cr as on Mar 31, 2025
Employee Count
367 as on Apr 30, 2026
Investment & Acquisitions
Legal entities associated with smallcase
smallcase is associated with 5 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
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) | |
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) | |
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) |
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smallcase's funding and investors
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
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Mar 27, 2025 | 8557171 | Series D | 4570252 | 1964434 | 8267133 | 6678648 |
Aug 18, 2021 | 6100689 | Series C | 1495893 | 7046229 | 3775701 | |
Sep 16, 2020 | 8757653 | Series B | 3245904 | 1649110 |
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smallcase's founders and board of directors
Founder? Claim ProfileThe 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 |
|---|---|---|---|---|
Team | - | Current | 11y 1m | |
Team | - | Current | 11y 1m | |
Team | - | Current | 11y 1m | |
Investor | Blume Venture | Current | 7y 10m | |
Investor | - | Current | 4y 11m | |
ecbi{vr | Investor | - | Past | 7y 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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smallcase's Competitors and alternates
Top competitors of smallcase include Volt, Zerodha Capital and MakeMyFund. Here is the list of Top 10 competitors of smallcase, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Provider of a digital wealth management platform | $100M | 81/100 | ||
2nd | Provider of credit lines using mutual funds and stocks as collateral | $2.96M | 65/100 | ||
3rd |  Zerodha Capital 2021, Bengaluru (India), Unfunded | Platform offering asset-backed loans | - | - | 53/100 |
4th |  MakeMyFund 2021, Mumbai (India), Unfunded | Mutual fund creator and investment platform for individuals | - | - | 48/100 |
5th | Online platform offering investment securities based loans | - | - | 48/100 | |
6th | Lending Service Provider (LSP) of secured loans against mutual funds and shares | $773K | 41/100 | ||
7th | It offers investment, borrowing, and wealth management solutions | - | - | 37/100 | |
8th | Bulk Udhaar 2015, Mumbai (India), Deadpooled | B2B invoicing platform | - | - | 35/100 |
9th | Online platform offering loans to consumers against investment securities | - | - | 34/100 | |
10th | Provider of digital loans secured by mutual funds and stocks | $1.15M | 33/100 |
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smallcase's Latest cap tables and shareholding
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 | 3618462 | 8409856 | 9409418 | 6833837 |
12622 | 22172 | 51436 | 64349 | 96630 | 58068 | |
36992 | 88195 | 75991 | 17218 | 47071 | 59950 | |
28975 | 74183 | 43759 | 98199 | 43754 | 31770 | |
Fund | 72.43% | 1,820Cr | 8411033 | 8974874 | 6574933 | 5618113 |
9494849 | 1787611 | 1968400 | 3388279 | 7817962 | 8996678 | |
50432 | 23497 | 57786 | 96818 | 35938 | 61550 | |
97941 | 65608 | 36951 | 47397 | 78700 | 28286 | |
628 | 976 | 603 | 984 | 958 | 964 | |
978 | 995 | 503 | 229 | 680 | 262 | |
216 | 414 | 557 | 172 | 309 | 977 | |
3 | 8 | 7 | 5 | 8 | 4 | |
6 | 7 | 3 | 8 | 6 | 1 | |
Enterprise | 2.34% | 58.9Cr | 53 | 33 | 65 | 19 |
Angel | 1.55% | 43.8Cr | 1 | 5 | 5 | 7 |
ESOP Pool | 6.83% | 172Cr | 199680 | 801405 | 191748 | 974938 |
Total | 100.00% | 2,520Cr | 8683478 | 7380503 | 7686942 | 6170775 |
To unlock detailed Cap Table of smallcase Sign up today!Notes: The column Net Worth represents the net worth of investments made by that entity, as per the latest cap table.
DisclaimerView more details of smallcase's Shareholding
smallcase's Investments and acquisitions
smallcase has a total of 1 investment in Tickertape. smallcase has not made any acquisitions as of now.Reports related to smallcase
Here is the latest report on smallcase's sector:
News related to smallcase
Filter this listMedia has covered smallcase for a total of 3 events in the last 1 year, 2 of them have been about partnerships.
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South Indian Bank & smallcase Launch Digital Loan Against Mutual Funds OfferingExpress Computer•Mar 05, 2026•smallcase, South Indian Bank
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CERA Sanitaryware Ltd. Launches Company-Owned Display Centre in KochiMedia Bulletins•Mar 05, 2026•smallcase, Bank.in, South Indian Bank
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Wealthtech platform Dezerv raises Rs 350 crore funding led by Premji Invest, AccelMoneycontrol•Oct 13, 2025•Premji Invest, Z47, Dezerv, Elevation Capital and 3 others
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Smallcase investment managers pick nine sectors poised to drive India’s festive market growthNew Indian Express•Sep 29, 2025•smallcase
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FinTech Funding falls 35% to USD 366 Mn in Q1 CY25; late-stage deals, acquisitions gain paceIndiatimes•Apr 08, 2025•Cashfree Payments, InsuranceDekho, Zolve, Zeta and 10 others
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smallcase Bags $50 Mn To Expand Its Investment Product OfferingsInc42•Mar 28, 2025•smallcase, Elev8 Venture Partners, State Street Global Advisors, Niveshaay and 4 others
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Smallcase's early backers Peak XV, WEH to sell part stakes in new funding roundMint•Dec 13, 2024•smallcase, Peak XV Partners, WEH Ventures
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