BeyondIRR, a B2B wealth-tech platform, has raised an undisclosed amount in seed funding from Zerodha’s Rainmatter and Sujeet Kumar, co-founder of Udaan.

As per the startup, the freshly raised funds will be used to expand its team and build a robust tech platform.

BeyondIRR | Unlock The Potential Of Your Wealth Business

Founded by Parag Kasliwal, Deepesh Bhargava, Anupreet Choudhary and Hemant Jain, BeyondIRR is a B2B wealth-tech platform that empowers investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) to deliver a better financial advisory experience to their clients.

Speaking about the platform, Parag Kasliwal, Co-founder and CEO at BeyondIRR, said,

“We are thrilled to have garnered the support that we needed to build BeyondIRR from Rainmatter and Sujeet. Our tech-enabled and insight-driven platform would enable investment specialists to have engaging conversations with their clients on markets, investment products and client portfolios.”

As per Parag, their investment intelligence platform would help the investment specialists prepare for client meetings with actionable insights, empowering them to deliver high-quality portfolio proposals and review presentations instantly.

With BeyondIRR’s offerings, investment specialists can get access to all the complex pieces of the investment world in one single place, enabling them to stay ahead in the highly competitive wealth management space, Sujeet Kumar stated.

Commenting on the development, Nithin Kamath, Founder & CEO, Zerodha & Rainmatter, said,

“We are happy to partner with BeyondIRR team as they aim to solve the challenges that advisors and relationship managers face today. BeyondIRR aims to empower investment specialists and enable them to deliver timely insights on clients’ portfolios as well as offer suitable products. BeyondIRR is building the go-to platform for investment specialists”.

Rainmatter is a Bangalore based fintech fund & incubator that provides well-equipped workspaces, funding ($100K-$1M), and mentorship to innovative startups in the capital markets space in exchange for minority stakes. It has made investments in several fintech startups, including CRED, GoalTeller, RuleZero and Jupiter.

Need legal assistance for your startup? Just contact us.

Follow us and connect with us on Instagram, Facebook, Twitter and LinkedIn.