---
description: Discover the benefits and disadvantages of Wealthy.in.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Wealthy.in Pricing, Cost & Reviews - Capterra UK 2026
---

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

# Wealthy.in

Canonical: https://www.capterra.co.uk/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**.

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## 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 \&amp; 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
- Phone Support
- Chat

## Category

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

## Related Categories

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

## Alternatives

1. [GaiaLens](https://www.capterra.co.uk/software/1041914/gaialens) (0 reviews)
2. [Morningstar Direct](https://www.capterra.co.uk/software/1074481/Morningstar-Direct) — 4.1/5 (278 reviews)
3. [Agicap](https://www.capterra.co.uk/software/196637/agicap) — 4.3/5 (161 reviews)
4. [Creatio AI CRM](https://www.capterra.co.uk/software/130149/bpm-online-crm) — 4.7/5 (151 reviews)
5. [Mint](https://www.capterra.co.uk/software/213530/mint) — 4.5/5 (140 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/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> |

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