Wealthtech firm ZFunds has launched ZIVA, an AI-powered assistant for mutual fund distributors and wealth managers. Built to streamline workflows, boost client engagement, and automate portfolio analysis, it’s been tested in a pilot phase. ZIVA also promises data-driven insights and multilingual support, aiming to reduce day-to-day workload while improving efficiency.
Gen Z-focused wealthtech startups Trackk and Zomint are in advanced talks to raise substantial funding, drawing fresh VC interest in early-stage fintech. The momentum comes amid the success of platforms like Groww, which has encouraged investors to back new tools aimed at making wealth management more accessible for younger, first-time investors.
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Sahi, Dale Vaz’s mobile-first trading platform, raised $33 million in a Series B led by Accel with Elevation Capital. The Bengaluru startup plans to upgrade its tech stack, expand trading categories, and grow its user base—then move into wealthtech. It cites major traction, including a 24X trade-volume jump and rapid active-trader growth, even as SEBI tightened F&O rules that squeezed peers.
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