BeyondIRR, a B2B wealth-tech platform, announced on Friday that it has received seed funding from Rainmatter, a subsidiary of Zerodha, and Sujeet Kumar, co-founder of Udaan.
BeyondIRR is a B2B wealth-tech company formed by Parag Kasliwal, Deepesh Bhargava, Anupreet Choudhary, and Hemant Jain to help wealth rms, wealth managers, independent financial advisers (IFAs), RIAs, and MFDs provide a better advice experience to their wealth clients.
BeyondIRR wants to use the capital to grow its team and develop a robust digital platform, according to the company.
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.
“Our investment intelligence platform would help them prepare for client meetings with actionable insights and would empower them to deliver high quality portfolio proposal and review presentations instantly”, he added.
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”.
Investment specialists will be able to develop their wealth company multi-fold with BeyondIRR, according to Sujeet Kumar, because they will be able to operate their firm more efficiently and effectively. They can have access to all the complicated components of the investment world in one location with BeyondIRR’s solution, which will help them stay ahead in the increasingly competitive wealth management industry.
