Fintech can give wings to your ideas in wealth/investing by using our Wealth in a Box financial data aggregation software

Plug & Play Wealth in a Box to

Embrace the digital transformation of financial advisory with our high-tech and personal touch investment performance analytics


Don't reinvent the wheel - use our modern financial asset management software to build your unique proposition


Modern and operationally light Wealth Suite designed for new digital business models

Head start

Core components for investments from data management, reporting, advisory engine, and model portfolio management along with 50+ integrations deliver a head start to launch powerful apps


Unique business model offering a partnership structure with FinTech’s for both Start-ups and Financial Institutions

Case Study

Validus Wealth

Evolving with Time

Validus Wealth wanted to further enhance its next generation private client platform by effectively and consistently leveraging the collective capabilities of its 500 talented team members.

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Flexible pluggable modules

Digital First Architecture

Infrastructure to choose from

We chose Valuefy as someone who will take care of our data integration, as someone who will create solution which is customized for us and third party solution we can use to empower our portfolio managers.

Nilesh Shah

Managing Director, Kotak AMC. Ltd.

Valuefy does a great job in filling that gap of looking at portfolios, aggregating risks, aggregating the underlying. They have this remarkable way of analyzing a client's portfolio in an institutional grade investment process.

Atul Singh

CEO & Founder, Validus Wealth

I think the success of any platform is reflected by the usage, the response was uniformly very positive. And till today, the number of logins into the system actually keep increasing every single time.

Parinaz Vakil

Senior Executive Vice President, Digital, IIFL Wealth

The ability to work with a company like Valuefy enables us to bring cutting edge analytics and digital solutions to our clients which was not something that they would have seen or their previous generations would have actually noted.

Soumya Rajan

Founder, Managing Director & CEO- Waterfield Advisors

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