IIFL Wealth Management Revenue, Valuation, Funding & Investors

Fisher Investments is a Plano, Texas-based investment adviser that Ken Fisher founded in 1979. In June 2024 it managed more than $275 billion for over 150,000 clients worldwide (Wikipedia reports over $441 billion by June 2026) through three businesses: private-client services in the United States, an institutional group serving 185 large investors, and an international private-client arm serving about 30,000 clients in 16 countries. It earns recurring advisory fees on the assets it manages. Ken Fisher remains executive chairman and co-chief investment officer, and Damian Ornani is chief executive. In June 2024 Advent International and the Abu Dhabi Investment Authority agreed to buy a minority common-stock stake that valued the firm at $12.75 billion, with proceeds of $2.5 billion to $3.0 billion; funds managed by Lunate, Mousse Partners and Korea's National Pension Service also invested. Ken Fisher kept majority beneficial ownership and more than 70 percent of the voting shares, and the deal closed in January 2025. The firm had more than 6,000 employees in 2025.

GoFintech Quantum Innovation Ltd Formerly GoFintech Innovation Ltd is a cross-border financial service platform based in Hong Kong backed by the Greater Bay Area. The company's reportable and operating segments are; Securities brokerage and margin financing, Corporate finance, Money lending, Consultancy and Insurance brokerage, Asset management, and Equity investment. It generates maximum revenue from the Securities brokerage and margin financing segment which engages in securities brokerage and margin financing in Hong Kong. Geographically, the company derives a majority of its revenue from Hong Kong and the rest from the People's Republic of China.

Aditya Birla Sun Life AMC Ltd principally acts as an investment manager to Aditya Birla Sun Life Mutual Fund and Aditya Birla Real Estate Funds (Category II). It also provides Portfolio Management Services (PMS) and investment advisory services to offshore funds and high-net-worth investors. Geographically, the company derives its key revenue within India and the rest from outside India.

Shanxi Securities Co Ltd provides financial services in China. It primarily focuses on all securities fields, which are distributed in wealth management, asset management, investment management, investment and financing, research, futures, international business, and others including securities brokerage; securities investment consulting; financial advisors related to securities trading and securities investment activities; securities investment fund sales agency; intermediate introduction business for futures companies; margin financing and securities lending.

LIQUiDITY Group is a Tel Aviv-based fintech, founded in 2018, that provides unsecured, non-recourse growth capital to later-stage technology companies without taking equity, using machine learning and real-time data to underwrite loans ranging from $5 million to $100 million. Also known as Liquidity Capital, it is a subsidiary of Meitav Dash and has partnered with Apollo Funds and MUFG Bank on credit facilities and joint-venture funds, including the Mars Growth Capital platform for late-stage and mid-market technology lending in Europe and Asia.

Guaranty Trust Holding Co PLC is a multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market key financial products and services. The company has six reportable segments: Corporate banking which derives maximum revenue, and incorporates current accounts, deposits, overdrafts, loans and other credit facilities; Commercial banking which incorporates current accounts, deposits, overdrafts, loans and other credit facilities; Business banking which incorporates current accounts, deposits, overdrafts, loans and other credit facilities; Retail banking which incorporates private banking services, private customer current accounts, savings deposits; SME banking; and Public sector.

Fourcore Capital is a Hong Kong-based alternative investment manager specializing in real assets across Asia-Pacific. The firm deploys capital into real estate, infrastructure, and private credit opportunities through commingled funds and separate accounts. It serves institutional investors including pension funds and sovereign wealth funds with strategies emphasizing downside protection and income generation. Fourcore Capital manages assets exceeding $1 billion and operates offices in Hong Kong, Singapore, and Sydney. Established in 2014, the firm partners with local developers and operators to source off-market deals in high-growth markets like Southeast Asia and Greater China.

Neo Asset Management is a Singapore-headquartered firm managing alternative investment portfolios across Asia. It oversees funds in private equity, real estate, and credit strategies for institutional clients, emphasizing ESG integration in sectors like technology and infrastructure.

iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities, portfolio management, pension administrative services, trust services, and banking services. The company operates through geographic segments: Singapore, Hong Kong, Malaysia, the United Kingdom, and China. The Hong Kong region generates maximum revenue for the company. The company receives the majority of revenue in the form of commissions and fees.

Scalable Capital is a Munich-headquartered neobroker offering commission-free ETF trading and robo-advisory for retail investors across Germany. Founded in 2014, the platform manages 5 billion euros in assets with automated portfolios and prime brokerage for institutions. Scalable Capital partners with BlackRock for index funds and operates via Gettex exchange connectivity.

StashAway is a Singapore-headquartered digital wealth manager using its proprietary ERAA framework for risk-managed portfolios across stocks, bonds, and alternatives. Available in Singapore, Malaysia, and Hong Kong since 2016, it serves retail investors with automated rebalancing to adapt to economic regimes. The platform manages multi-asset strategies including ESG funds and fixed-income products.

Webull Corp is a digital investment platform built upon a next-generation globally infrastructure services. It strives to be the platform of choice for a new generation of investors by creating an efficient, low-cost, and easy-to-use investment platform. The company distinguishes itself from other investment service providers by offering a mobile-first user experience, a broad range of investment products, and extensive functionality constructed to help its customers build wealth over time. The company arms each customer with the tools it needs to develop into what it refers to as an informed investor - one who understands the market and has the confidence to succeed as an investor. The Webull platform originally provided users with free access to market data and analytical tools.

Farther is a New York-headquartered wealth management firm founded in 2019 that integrates financial advisors with proprietary technology platforms. It serves high-net-worth professionals through holistic services covering investments, tax strategies, and estate planning. Advisors leverage analytics tools for customized recommendations, backed by investments from Sequoia Capital and other prominent venture firms. Farther operates nationwide with a focus on efficiency and personalized elite experiences for complex financial needs.

Touzhijia.com is a Shanghai-based online wealth management platform offering P2P lending and investment services. Users access fixed-income products, insurance-linked plans, and private equity opportunities through its app and website. The platform emphasizes risk assessment tools and regulatory compliance to connect individual investors with borrowing enterprises across China.

TIFIN is a holding company that builds and operates fintech firms focused on wealth management, investment advisory, and personal finance. Its portfolio includes TIFIN Invest, which delivers AI-driven model portfolios for financial advisors, TIFIN Wealth for client engagement platforms, and TIFIN Growth for lead generation tools. Headquartered in Austin, Texas, TIFIN partners with firms like BlackRock, WisdomTree, and Envestnet to enhance investor experiences through data analytics and machine learning. The company launched in 2020 with backing from Bain Capital Ventures and has expanded to serve over 100 wealth management organizations across the United States.

Albert is a Los Angeles consumer-finance technology company started in 2015 by Yinon Ravid and Andrzej Baraniak. Its mobile application brings budgeting, banking, cash management, saving and investing into one consumer interface. Users can link outside accounts so the service can analyse income, bills, spending, balances and recurring subscriptions. Albert Cash, Savings and Investing are offered through regulated bank and brokerage partners rather than Albert presenting itself as a bank. The company's Genius assistant combines generative artificial intelligence with a user's financial context to recommend and execute approved actions such as transfers, bill payments and savings changes. Standard, Genius and family subscription plans provide the company's principal recurring-revenue model alongside economics from its financial products. The service is aimed at United States consumers and has grown to more than fifteen million users.

Moneyfarm is a digital wealth manager operating in the UK and Italy, offering managed ISA portfolios, pensions, and DIY investment accounts. Edinburgh-headquartered since 2012, it oversees £1.5 billion for 90,000 clients using BlackRock funds with strategic asset allocation. The platform features low fees at 0.25-0.75% and complies with FCA and CONSOB regulations. Moneyfarm provides tax wrappers like SIPPs and Junior ISAs, with tools for ESG-focused investing.

Nevis is a New York-based AI platform tailored for wealth management firms automating 80% of advisors' operational tasks. Features include automated meeting preparation, document handling, custodian account openings, and client onboarding workflows. Integrated with CRM systems like Salesforce, it frees advisors for personalized service across independent broker-dealers and RIAs in the United States.