S
Smallcase
Offering a new way to invest in the stock markets
About Smallcase
Smallcase is a fintech company that provides a platform for retail investors to invest in curated portfolios of stocks and Exchange Traded Funds (ETFs). These portfolios, known as 'smallcases', are designed by financial experts and are based on specific themes, strategies, or objectives, making it easier for investors to diversify their investments without extensive research. The company primarily serves individual investors who are looking for a simplified and transparent way to invest in the stock market. Operating in the Indian financial market, Smallcase collaborates with leading brokerage firms to offer its services directly through their platforms. The business model is based on earning commissions from these brokerage partnerships and subscription fees for premium services. By offering a range of smallcases tailored to different risk appetites and investment goals, Smallcase aims to democratize access to sophisticated investment strategies.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2015
- Headquarters
- Bengaluru, India
- Employees
- 389
- Open positions
- 19
- Dealroom signal
- 83.7/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Neo Brokers Trading
- Business model
- Marketplace & ecommerce
- Client focus
- b2b, b2c
- Investment activity
- 1 company, latest Nov 2021
- Capital deployed
- $5M
- Preferred round
- SEED
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES DOther financing | Mar 2025 | $50M | $200M | State Street Global Advisors · Elev8 Venture Partners · Faering Capital · Arkam Ventures | ↗ |
| SERIES COther financing | Aug 2021 | $40M | $160M | Premji Invest · Beenext · HDFC Bank · Sequoia | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Smallcase is 750K monthly website visits, down 12.8% over the last three months. Smallcase's team grew 2.1% over the past year.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A10 investors entered at this stage
Sequoia
WEH Ventures
Blume Ventures
Beenext
DSP Group- NZNakul Zaveri
HDFC- MSMilestone Trusteeship Services
- UTUniversal Trustees
Unitary Funds
Series B and later8 investors entered at this stage
Faering Capital
Premji Invest
HDFC BankAmazon
- AVArkam Ventures
Elev8 Venture Partners
State Street Global Advisors
Niveshaay
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Smallcase 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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