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Smallcase

692

Thematic investment platform with model portfolios.

Investment Tech
WealthTech
Active

Founded

2015

Team Size

150

Total Funding

₹166 Cr

Valuation

₹1,245 Cr

About

Thematic investment platform with model portfolios.

Unique Selling Proposition

Core Differentiator

API-first thematic investment infrastructure enabling brokers and fintech platforms to offer curated model portfolios with single-click execution

Target Market

Tech-savvy retail investors and B2B fintech platforms seeking thematic investing solutions

Key Innovation

Unified investment gateway converting complex portfolio strategies into executable smallcases across multiple brokers

Competitive Moats
🌐Network Effects
Strong

Platform connects portfolio managers, brokers, and investors creating multi-sided marketplace with 40+ broker integrations

🔒Switching Costs
Medium

Deep integration with broker APIs and investor portfolios creates friction for users to migrate investments

Brand
Strong

Established as category leader in thematic investing among retail investors in India

🧠Data/AI Moat
Medium

Proprietary rebalancing algorithms and portfolio performance data across millions of transactions

Funding Snapshot
Free preview

₹49.8 Cr

Total Raised

1

Round

Latest Round

Latest · 2020-01-01

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Full Funding History

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Funding History

Latest Round

2020-01-01

₹49.8 Cr

Investors

Various Investors
Details

Location

Bengaluru, Karnataka

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Financial Metrics

Growth Rate

29%

Funding Rounds

1

VedAI Score
692/1000
Developing