Global wealth management platform for tech professionals who own company equity in the form of RSUs and ESOP, especially those owning equity in US companies. They can transfer and manage their holdings, and diversify them beyond just the company their work in. The platform currently tracks $60M in RSUs's and equity, from employees across 300 companies. It aims to address challenges like cross-border friction, high forex and remittance costs, tax complexities, limited access to US brokerage infrastructure and concentrated exposure to a single employer. It is an SEC registered investment advisor. For those who don't own RSU's, they can still use the platform to invest globally and get cross-border tax advise. $1M pre-seed round led by Antler, along with CDM Ventures, AC Ventures and Operators Studio. Founded in Dec 2024, Bangalore based. Founders: CEO Shivang (IIT Bombay '14) started out at J.P. Morgan, was an investor at hedge fund Makrana Capital, and led strategy and fundraising at Zolve; CPO Arnav (IIT Bombay '15) was a management consultant at Thoucentric, was a PM at Zolve and was Head of Product at Vance (YC W22, money transfer).

AI-native wealth management platform for institutional and retail clients, starting with a quant hedge fund. Plans to provide portfolio services, advisory solutions, alternative investment products. Operates as part of the FPL Group of Companies. Seed round of an undisclosed amount. Founded in Aug 2024, Chennai and New York based. Founder & CEO Sai (College of Engineering, Guidy; USC Marshall '18) has been with the FPL Group (auto retail, manufacturing, financial services) who started out as an IB analyst at Merill Lynch.

Quantitative trading infrastructure for retail and institutional investors to execute quant investment strategies across equities, ETFs and mutual funds. Offers Kalpi.ai for retail investors and KalpiQuant.com for institutions (AIFs, RIAs, brokers, family offices). Retail users can create stock baskets, analyze portfolios and invest directly through broker integrations. Institutions can build, backtest, automate and execute quant strategies. Institutional grade infrastructure that typically costs hedge funds ₹1-2CR a year can be accessed through the platform. ₹3.75CR seed round. Founded in Feb 2025, Hyderabad based. Founder & CEO Ashwar (BITS Pilani '19) was a Senior Machine Learning Engineer for close to five years at Zeotap (enterprise customer data).

Gen Z-focused stock-trading platform. The platform uses AI for stock discovery and simplifies trading onto a single screen. Account opening is at no cost, along with zero account maintenance charges for the first year. Equity brokerage is at 0.25% or ₹20 per trade, whichever is lower, whereas F&O is at a maximum of ₹20 per order. "We refuse to accept a future where investing is confusing, overwhelming, and brain draining". $3.7M seed round. Angels in the round: Gaurav Munjal (Unacademy), Roman Saini, Tanmay Bhatt, Varun Mayya, Gaurav Kapoor. The company last raised a $1M seed round from MGA Ventures, GSF and others in Aug 2025. Founded in May 2021, Bangalore based. Founders: CEO Vedant (Christ Univ. drop-out); CCO Aryan (Jai Hind College '24); Chief Growth Officer Siddharth (Narsee Monjee) started out during university.

Embedded investment infrastructure for FinTech startups and online businesses to launch regulated investment products on their platforms, such as FDs, digital gold, recurring deposits, bonds, mutual funds and National Pension Scheme (NPS) offerings. Offered via APIs, SDKs and web integrations, with partnerships including Mahindra Finance, Shriram Finance and Bajaj Finserv. Its customers include Wealthy Nivesh, Navia, PickMyWork, EzeePay and SimplifyMoney. Seed round of an undisclosed amount led by VideoCX.io. Founded in Jan 2025, Bangalore based. Founders: CEO Ankit (COER Univ. '08) was the co- founder of IT services firm TechEnhance and is ex-Accenture (Cloud Implementation Manager), PWC (Senior Technical Lead) and NTT Data Americas; Krishna also co-founded TechEnhance and was Eircsson (Senior Solution Architect) for 12 years prior.

Secured credit provider, with a distribution and fulfilment platform for affordable housing loans and LAP (loan against property) for underserved borrowers outside metro cities. Borrowers include self-employed individuals, gig workers and small business owners. The company works with 10 lending partners including banks, small finance banks, housing finance companies and NBFCs. 100s of loans worth ₹20CR have been facilitated across Mysore and Mandya in Karnataka, since launch. $3M (~₹25CR) seed round led by Prime Venture Partners. Founded in Jan 2025, Bangalore based. Founders: CEO Sumit was MD of Chaitanya India Micro Finance for a decade, and then served as CEO of Navi FinSere, leading the company in its transition from CRIDS to Navi Finserv; Hitesh (IIT Kanpur '07) was Head of Risk at Super.Money, Fi and SmartCoin Financials, and Co-Head Risk and Analytics at ZestMoney.

Trading app for Indian users to trade US stocks and commodities and enable them to take leveraged positions with up to 20x leverage, for example on Apple, Tesla, gold or the S&P 500. No US brokerage account is needed. "Non-US traders make up the largest retail derivates market in the world". Pre-seed round of an undisclosed amount. Part of YC's Spring 2026 batch. Founded in April 2026, NYC/Bangalore based. Founders: CEO Utkarsh (IIT Kharagpur '20, Columbia '22) built crypto wallet Martian (acquired by Lightspeed-backed Pontem); CPO Chetan (IIT Guwahati) was Director of Product Management at Sprinklr, briefly worked with Utkarsh as a founding designer at Martian, and built Meadow (synthetic user testing platform); CTO Parth (IIT Guwahati '20) is an engineer from Navi and Adobe.

Income-linked financing platform for Indian students pursuing global higher education, replacing traditional loans with a pay-after-employment model. Students repay their loans only after crossing a defined income threshold, with no collateral or co-signer needed. The focus is on Indian startups pursuing master's degrees in the US, UK and Europe, with funding for both tuition and living expenses in the $5,000-20,000 ticket size. Distribution is via 4,500 college counsellors across India. ₹5.5CR pre-seed round. Founded in Jan 2025, SF based. Founders: CEO Sreemaan and COO Deborah started Skillsvest while at UC Berkeley (UC Berkeley + ESSEC joint degree). They were part of the LUANCH pre-accelerator program (by Jason Calacanis) and the Berkeley SkyDeck accelerator program.

SEBI-RIA AI wealth platform for tracking investments, expenses and taxes, pulling in information from banks, brokerages and mutual funds. The platform provides NovaAI, its AI wealth advisor, and a Pro membership for deeper portfolio and Mutual Fund advisory. Operates on a zero-commission, fee-only model. 30K app downloads. $1.5M seed round. Founded in Apr 2024, Bangalore based. Founders: CEO Naveen (HR College '15; IIM Ahmedabad '19) was on the investment team at Miras and at NIIF; Sajal (IIT Delhi '16) was an algorithmic trader; Apurva (Harcourt Butler Technological Institute, Kanpur; ISB) was an Associate Partner at McKinsey in Dubai.

Digital lending marketplace. Users can compare loans across multiple lenders, with backend integration into banks and NBFCs for faster decision making. Revenue and user scale undisclosed, targetting 10M users in the next 18-24 months. $2.4M (₹22.5CR) seed round led by the Mankind Pharma Promoter’s family office, along with Vi-John Group, Sanjay Singhvi, Bavadeep Reddy, Malani Ventures (Sanjay Shah Family office), Gurshant Singh Bhatia, Sunny Bhatia, Upkaran Singh Chawla, Harbir Dhingra. Founded in Oct 2023, Mumbai based. Founders: Pradeep (Panjab Univ. '02) was Business Head for the Mortage Group at YES Bank; Vijay (Univ. of Mumbai; Narsee Monjee) was Senior President at YES Bank and CIO at Tata Capital; Mohit (Vikram Univ. '05) was President at YES Bank (in roles heading inorganic business, business process and controls, and busines intelligence).