FundedIQ
Financial Services

AssetPlus

AssetPlus is a digital wealth-tech platform that provides tools and software for mutual fund distributors, financial advisors, and investment professionals to manage client portfolios and financial products through a unified system. It enables distributors to perform paperless onboarding, process transactions, handle compliance tasks, track brokerage, and generate reports from a single dashboard designed for efficiency and clarity. The platform supports the distribution of mutual funds, corporate fixed deposits, pension plans, and insurance solutions while offering analytics and portfolio insights to assist advisors in serving investors. AssetPlus also delivers educational resources and training programs to help distributors strengthen their skills and grow their businesses.

www.assetplus.in Chennai, India 251-500 employees
Total raised
$19.3M
Rounds
1
Latest
Series B
Jan 2026

AssetPlus is a digital wealth-tech platform that provides tools and software for mutual fund distributors, financial advisors, and investment professionals to manage client portfolios and financial products through a unified system. It enables distributors to perform paperless onboarding, process transactions, handle compliance tasks, track brokerage, and generate reports from a single dashboard designed for efficiency and clarity. The platform supports the distribution of mutual funds, corporate fixed deposits, pension plans, and insurance solutions while offering analytics and portfolio insights to assist advisors in serving investors. AssetPlus also delivers educational resources and training programs to help distributors strengthen their skills and grow their businesses.

AssetPlus has raised $19.3M across 1 round. Its most recent round was a Series B of $19.3M in Jan 2026. Full funding history, investors, and team are detailed below.

Funding history

1 round · 1 visible Unlock with plan

1 round on record.

Date
Round
Amount
Lead investor
Jan 19, 2026
Series B
$19.3M

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