The 12 closest competitors and alternatives to smallcase among fintech companies — ranked by similarity to what smallcase actually does, not by market-cap band.
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Headquartered in Bangalore, India, smallcase operates India's largest model portfolios platform, allowing investors to invest in themed baskets of stocks and ETFs.
smallcase is a fintech company headquartered in India. It has raised at least $50M across the 2 funding rounds on record, 1 of them with a disclosed amount. Its most recent funding round, Series D, raised $50M in March 2025. Xcout tracks 1 named person at smallcase, including Vasanth Kamath (Founder and CEO).
At least $50M raised across the 2 rounds on record (1 with a disclosed amount). Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series D | $50M | 5 named | |
| — | Undisclosed | 5 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ranked by semantic similarity — how close each company is to smallcase by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
Jar is a financial services company that offers a daily gold-savings app, enabling users to buy 24K Digital Gold on a daily, weekly, or monthly basis. The company is headquartered in Bangalore, Karnataka, India.
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Syfe is a digital wealth management and investment platform that provides retail investors with access to managed portfolios, online brokerage services, and cash management tools. The platform allows users to trade global stocks and ETFs, invest in curated portfolios for growth and passive income, and earn returns on their savings.
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StockGro operates an advisory research platform and mobile application that connects retail investors with SEBI-registered analysts. The platform provides trade ideas, AI-powered stock research, verified expert portfolios, and financial calculators to help users evaluate market trends and investment strategies.
Similar fintech company
Ametra is a SEBI-registered financial services company headquartered in Bengaluru, Karnataka, that provides Portfolio Management Services (PMS). It combines disciplined, data-driven investing and portfolio construction for its clients.
Similar fintech company
Zerodha, founded in 2010 by Nithin Kamath, is a financial services company headquartered in Bangalore, India. Kamath bootstrapped the company to address hurdles he faced as a trader, and it now employs between 501-1,000 people.
Similar fintech company
Dhan is an online stock trading and investing platform based in India that caters to retail investors and active traders. The company provides web and mobile platforms, trading terminals, APIs, and tools to invest and trade in stocks, options, futures, commodities, mutual funds, ETFs, and US equities.
Similar fintech company
Market Pulse is a financial technology company that provides a mobile charting and analysis superapp for stock market traders in India.
Similar fintech company
Finology is a SEBI-registered fintech company that provides investment research, financial education, and stock analysis tools for retail investors.
Similar fintech company
Deciml is a financial services company headquartered in Pune, Maharashtra, India. Founded in 2020, the private company operates an app focused on investments and financial solutions.
Similar fintech company
Vested Finance Inc. is an SEC-registered investment adviser that provides platforms enabling investors, including NRIs, to trade US stocks and ETFs.
Similar fintech company
Qonfido is a digital platform that provides personal finance and wealth management tools and insights to users. It is a financial services company with 2-10 employees. The company is headquartered in Bengaluru, India.
Similar fintech company
Smartleaf is a fintech company that provides automated, personalized portfolio-management technology, including tax-aware optimization and rebalancing. It primarily serves wealth managers, financial advisors, and other investment firms rather than individual consumers directly.
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