India’s WealthTech sector continues to attract investor interest, and CREST is the latest startup to secure fresh funding. The Mumbai-based company has raised $3.1 million in a pre-seed funding round as it looks to expand its AI-powered wealth management platform. The investment will help the startup strengthen its technology, grow its team, and expand its presence across India and international markets.
BEENEXT Leads the Investment Round
CREST announced that the $3.1 million pre-seed round was led by BEENEXT. The funding also attracted participation from Sparrow, Shastra VC, DeVC, Warmup Ventures, Atrium Ventures, and 91ventures.
The round included support from more than 40 founders and senior executives from India and the UAE. Among the investors are Amit Ranjan, Chirag Taneja, Revant Bhate, Shantanu Deshpande, and Kashish Sharma.
The funding comes as CREST officially emerges from stealth mode and begins expanding its operations.
Company Focuses on AI-Driven Wealth Management
CREST was founded by Girish Singhi and Zuhaib Khan. The startup operates as an AI-native fractional family office and asset management platform. It aims to help founders, business owners, and high-net-worth individuals manage their wealth through technology-backed financial services.
The platform brings together investment oversight, consolidated reporting, succession planning, estate planning, tax-efficient structuring, governance support, and long-term wealth management in one place.
The company combines artificial intelligence with professional financial advisory services to simplify wealth management for its clients.
Fresh Capital Will Support Growth
CREST plans to use the new funding to improve its technology platform, expand its family office and investment teams, and strengthen its regulatory and compliance capabilities.
The company also plans to build its asset management business across Indian and global public markets as well as real estate investments. In addition, CREST intends to develop partnerships with chartered accountants, audit firms, legal professionals, and financial advisers to strengthen its service network.
Expansion Plans Across Multiple Markets
The startup plans to expand its presence in India and the United Arab Emirates while also preparing for future growth in Singapore.
According to the company, the demand for professional wealth management services is increasing as more entrepreneurs and business owners build significant personal wealth. CREST cited the UBS Global Wealth Report, which estimates that India has more than 900,000 dollar millionaires, highlighting the growing need for modern wealth management solutions.
Growing Confidence in India’s WealthTech Sector
The successful funding round reflects continued investor confidence in technology-driven financial services. As more individuals seek digital solutions for managing investments and long-term wealth, startups like CREST are building platforms designed to meet those evolving needs.
With fresh capital and backing from experienced investors, CREST now plans to expand its technology, strengthen its advisory capabilities, and grow its presence in key markets while serving a new generation of wealth creators.
