Kairoswealth

About Kairoswealth

KairosWealth is an AI-powered wealth management platform designed for family offices and wealth managers. It offers bespoke investments and personalized strategies to facilitate unmatched asset growth, simplifying wealth management with comprehensive tools and solutions.

Products & Services

360° Portfolio Visibility:Tracks all assets in one place and automates risk monitoring to focus on portfolio growth.

AI-Powered Analytics:Automates market research across 80,000+ public securities, commodities, crypto, and Forex, aiding in smart financial decisions.

Bespoke Products:Provides access to unique investment opportunities such as private equity, pre-IPOs, and exclusive lifestyle products.

Onboarding and KYC:Simplifies compliance with easy user registration, verification, document expiration alerts, and suitability management.

Full-fledged CRM:Supports custom workflows to automate common customer interactions.

Specialties

AI-Powered Wealth Management Portfolio Analytics Bespoke Investment Opportunities Compliance and KYC Solutions CRM for Wealth Managers

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Investment T: - FT: Strategic Investment	A: 25000000 MR: - FA: 25 million FAN: 25000000	D: 2023-11-09 FD: 2023-11-09	1 investors

Strategic Investment Latest

2023-11-09

$25.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

K

Krishan Rattan

Founder and Chairman of the Board

K

Kirk Wagar

Vice Chairman of the Board

LinkedIn (Pro only)

V

Vincent Teyssier

CTO & Chief AI Officer

LinkedIn (Pro only)

G

Gaurav Babbar

Chief Growth Officer

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Recent News

Kairoswealth Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised