---
description: Get detailed information about Wealthy.in usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Wealthy.in Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Wealthy.in](/software/1222200/Wealthy-in)

# Wealthy.in

Canonical: https://www.capterra.co.il/software/1222200/Wealthy-in

> Wealthy.in is a Mutual Fund platform that provides Partners with AI tools, client onboarding, and portfolio management capabilities.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Wealthy.in?

We serve Mutual Fund Distributors (MFDs), Wealth Partners, financial advisors, and investment professionals across India; to manage their clients investments \& financial growth

## About the vendor

- **Company**: Wealthy.in (BuildWealth Technologies Pvt. Ltd.)

## Commercial Context

- **Starting Price**: ₹0.00
- **Pricing model**: Flat Rate (Free version available)
- **Target Audience**: 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, Hindi
- **Available Countries**: Angola, Argentina, Aruba, Australia, Austria, Bahamas, Bahrain, Belgium, Bermuda, Bosnia & Herzegovina, Botswana, Brazil, Bulgaria, Canada, Cayman Islands, Chile, China, Colombia, Costa Rica, Croatia and 68 more

## Features

- Bonds/Stocks
- Client Management
- Client Portal
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)
- [Hedge Fund Software](https://www.capterra.co.il/directory/10060/hedge-fund/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.il/software/1074481/Morningstar-Direct) — 4.1/5 (278 reviews)
2. [Agicap](https://www.capterra.co.il/software/196637/agicap) — 4.3/5 (161 reviews)
3. [Creatio AI CRM](https://www.capterra.co.il/software/130149/bpm-online-crm) — 4.7/5 (151 reviews)
4. [Mint](https://www.capterra.co.il/software/213530/mint) — 4.5/5 (140 reviews)
5. [Foundersuite](https://www.capterra.co.il/software/144844/foundersuite) — 4.7/5 (110 reviews)

## Links

- [View on Capterra](https://www.capterra.co.il/software/1222200/Wealthy-in)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10166751/Wealthy-in/> |
| en-AE | <https://www.capterra.ae/software/1222200/Wealthy-in> |
| en-AU | <https://www.capterra.com.au/software/1222200/Wealthy-in> |
| en-CA | <https://www.capterra.ca/software/1222200/Wealthy-in> |
| en-GB | <https://www.capterra.co.uk/software/1222200/Wealthy-in> |
| en-IE | <https://www.capterra.ie/software/1222200/Wealthy-in> |
| en-IL | <https://www.capterra.co.il/software/1222200/Wealthy-in> |
| en-IN | <https://www.capterra.in/software/1222200/Wealthy-in> |
| en-NZ | <https://www.capterra.co.nz/software/1222200/Wealthy-in> |
| en-SG | <https://www.capterra.com.sg/software/1222200/Wealthy-in> |
| en-ZA | <https://www.capterra.co.za/software/1222200/Wealthy-in> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra Israel helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.il","url":"https://www.capterra.co.il/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.il/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"Wealthy.in","description":"Wealthy.in is a mutual fund distribution platform and app for wealth management. Using AI, it streamlines client onboarding, enabling KYC verification and investment initiation in under two minutes. It offers access to financial products like mutual funds, stocks, fixed deposits, bonds, insurance, portfolio management services, and alternative investments. The platform features real-time portfolio tracking, SIP functionality, pre-built investment baskets, and financial calculators. Distributors get branded webpages in nine languages with inquiry forms, instant notifications, and dashboards for monitoring client activity. Wealthy.in provides dedicated relationship managers for operational support, training, and resources. It generates detailed reports, instant transaction alerts, and offers professional development tools and marketing materials to help distributors grow their practice.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/a4fb374a-399d-4f1f-b2bc-896a1cfa7671.png","url":"https://www.capterra.co.il/software/1222200/Wealthy-in","@type":"SoftwareApplication","@id":"https://www.capterra.co.il/software/1222200/Wealthy-in#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.il/#organization"},"offers":{"price":"0","@type":"Offer","priceCurrency":"INR"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.co.il/software/1222200/Wealthy-in#faqs","mainEntity":[{"name":"What Is Wealthy.in?","@type":"Question","acceptedAnswer":{"text":"Wealthy.in is a mutual fund distribution platform and app for wealth management. Using AI, it streamlines client onboarding, enabling KYC verification and investment initiation in under two minutes. It offers access to financial products like mutual funds, stocks, fixed deposits, bonds, insurance, portfolio management services, and alternative investments. The platform features real-time portfolio tracking, SIP functionality, pre-built investment baskets, and financial calculators. Distributors get branded webpages in nine languages with inquiry forms, instant notifications, and dashboards for monitoring client activity. Wealthy.in provides dedicated relationship managers for operational support, training, and resources. It generates detailed reports, instant transaction alerts, and offers professional development tools and marketing materials to help distributors grow their practice.","@type":"Answer"}},{"name":"Who Uses Wealthy.in?","@type":"Question","acceptedAnswer":{"text":"We serve Mutual Fund Distributors (MFDs), Wealth Partners, financial advisors, and investment professionals across India; to manage their clients investments & financial growth","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"Wealthy.in","position":3,"item":"/software/1222200/Wealthy-in","@type":"ListItem"}],"@id":"https://www.capterra.co.il/software/1222200/Wealthy-in#breadcrumblist"}]}
</script>