Valuefy is a premier digital wealth management technology company that provides cutting-edge solutions to leading financial institutions globally, including asset and fund managers, wealth managers, private banks, family offices, and fintech firms. Headquartered in Mumbai, India, Valuefy specializes in offering its flagship platform, 'Wealth in a Box,' which integrates front, middle, and back-office functionalities such as accounting, consolidated reporting, CRM, portfolio and risk management, performance analytics, benchmarking model portfolios, and managing rule-based investment mandates. Tailored to meet the diverse needs of clients, Valuefy’s innovative solutions empower financial institutions to enhance operational efficiency, streamline processes, and deliver superior client experiences. With a leadership team of seasoned experts in finance and technology, Valuefy serves a global clientele, managing over $300 billion in assets under management. Their advanced data management tools, visualization features, and seamless integration capabilities have transformed operations for clients such as Kotak AMC Ltd., IIFL Wealth, and Maitri Asset Management. By combining advanced analytics, technology, and an unwavering focus on customer success, Valuefy continues to lead the digital transformation of the wealth management industry.
