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Centricity
India’s first digital private wealth management platform-as-a-service
About Centricity
Centricity is a digital private wealth management platform that leverages advanced technology to bridge the gap among investors, wealth managers, and asset managers. The company operates in the wealth management market, providing a suite of products designed to meet the needs of investment professionals and self-directed single-family offices (SFOs). Centricity's core offerings include OneDigital, a digital distribution infrastructure across asset classes and products, and Invictus, an insights engine aimed at democratizing investment intelligence. The business model revolves around offering tiered solutions such as OneDigital Plus and OneDigital Premium, which provide enhanced and comprehensive engagement options for their valued partners. Centricity generates revenue through subscription fees and service charges for its digital solutions, catering to a diverse clientele that includes individual investors, family offices, and professional wealth managers. The platform's key features include consolidated reporting, analytical review tools, and a differentiated and neutral product listing, all designed to exceed client expectations.
Source: Dealroom company dataLatest news
Press, funding announcements and product moves mentioning Centricity.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | Aug 2026 | $34M | $216M | Lightspeed Venture Partners · InnoVen Capital · Stride Ventures · SMBC Asia Rising Fund | ↗ |
| SEED✓Equity / VC | Sep 2024 | $20M | $125M | Vishal Dhupar · NB Ventures · Paramark Ventures · Aakash Chaudhry | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Centricity is 35K monthly website visits, up 20.7% over the last three months. Centricity's team grew 20% over the past year.
Similar companies
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed16 investors entered at this stage
Burman Family Holdings
Abhay Agarwal- SAShantanu Agrawal
- NJNavin Jain
- RRRajesh Razdan
- PJPravin Jain
Arun Jain
Ankush Nijhawan
Devesh Sachdev
Purrshottam Bhaggeria
Lightspeed Venture Partners
Vishal Dhupar
NB Ventures
Paramark Ventures
Aakash Chaudhry
Ritesh Agarwal
Series A4 investors entered at this stage
SMBC Asia Rising Fund
InnoVen Capital
Stride Ventures- RIRAAY Global Investments
Other known investors1 additional known investor
Lightspeed India
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Centricity on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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