Loading organizations...
Wizzer offers an AI-based Quant and Algo trading terminal, allowing users to design, backtest, and deploy live strategies. Its platform integrates advanced AI, including GPT and proprietary quantitative infrastructure, to form a comprehensive trading and advisory ecosystem. This empowers sophisticated strategy development and execution, simplifying complex financial operations.
Pawan Wagh and Kaushal Trivedi co-founded the company. Trivedi, with a background at financial institutions like Citi and CARE, identified a market need for an integrated AI trading and coding terminal. This insight led to Wizzer's establishment, aiming to equip financial professionals with intelligent tools for algorithmic trading.
Wizzer serves quantitative traders, financial advisors, and institutions leveraging AI for enhanced decision-making and automated trading. The platform’s vision is to democratize institutional-grade algorithmic trading, enabling users to prioritize strategy innovation. It aspires to be the premier solution for sophisticated engagement in financial markets.
Wizzer has raised $400K across 1 funding round.
Wizzer has raised $400K in total across 1 funding round.
Wizzer has raised $400K in total across 1 funding round.
Wizzer's investors include B2 Founders, Benchstrength, Kamay Ventures, Lightspeed Venture Partners, NFX, Felipe Villamarin, Juan Pablo Ortega, Jun Hwang, Matias Woloski.
Wizzer has raised $400K across 1 funding round. Most recently, it raised $400K Seed in July 2023.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jul 1, 2023 | $400K Seed | — | B2 Founders, Benchstrength, Kamay Ventures, Lightspeed Venture Partners, NFX, Felipe Villamarin, Juan Pablo Ortega, JUN Hwang, Matias Woloski | Announced |
Wizzer AdvisorTech Pvt. Ltd. is a Mumbai-based WealthTech startup building an AI-powered trading terminal and operations platform for Registered Investment Advisors (RIAs). It serves RIAs by solving SEBI compliance challenges, streamlining consent management, order routing, risk management, transaction processing, billing, and reporting across 10 asset classes and 50+ broker integrations[1][2]. The platform enables advisors to focus on research and alpha generation, with early traction including NSE/BSE approvals, 100+ advisors operating on it, and ambitions for INR 1000 Cr AUM by 2024; the 1-year-old team of ~15 is led by serial founder Kaushal Trivedi[1][2].
Founded in 2024 in Mumbai, India, Wizzer emerged from leader Kaushal Trivedi's experience as a 3X founder with a prior VC raise, exit, and contributions to a $10MM fundraise startup[1]. The idea addresses RIAs' pain points in a compliance-heavy Indian market, where SEBI regulations complicate growth; the team's first product version secured NSE and BSE approvals, marking early validation and pivoting toward a full-stack quant fintech platform with agile engineering[1][2].
Wizzer rides the WealthTech boom in India, where SEBI's RIA regulations (e.g., enhanced compliance) create barriers for advisors amid rising retail participation post-2020 market surges. Timing aligns with quant trading growth and AI adoption in fintech, as platforms consolidate fragmented tools (data, execution, ops) to scale AUM efficiently[1][2]. It influences the ecosystem by empowering RIAs—100+ already onboard—to compete with big brokers, potentially democratizing advisory services and boosting INR-denominated asset management.
Wizzer's momentum—NSE/BSE nods, hiring for engineering/product roles, and AUM targets—positions it for rapid RIA adoption amid India's fintech expansion. Upcoming trends like AI-driven personalization and cross-border integrations could propel it toward unicorn status, evolving from ops platform to full quant ecosystem leader. As WealthTech matures, Wizzer's compliance edge will sustain its role enabling advisor alpha in a regulated frontier.
