WealthDesk, a business-to-business-to-consumer (B2B2C) investment-tech platform, has raised an undisclosed amount in pre-Series A funding. the funds were raised from undisclosed investors including senior leaders at global banks, market participants, and technology-based corporations. This pre-Series A round is WealthDesk’s first external funding exercise.
WealthDesk's platform captures the entire investment management value chain on top of equities and exchange-traded funds and bundles them into products called WealthBaskets. These products are then distributed through its broking partners. The company states to use the funds to hire great talent, invest in research and development, and further build out the technology to expand business.