Valuation
$3M
2024 Revenue
$76.3M
Customers
420K
Funding
$0
Avg ACV
$182
Team
43
Profits
$1
Founded
2015
How Wealthnavi CEO Kazuhisa Shibayama grew Wealthnavi to $76.3M revenue and 420K customers in 2024.
Provider of a financial platform intended to offer asset managers risk management algorithm for asset management advice. The company's wealth advisory platform is a mobile and Web-based application that helps customers to manage diversified investment portfolios consisting of ETFs, providing users with asset management and risk management services in a simple, easy-to-understand and low-cost manner.
Last updated
Wealthnavi Revenue
In 2024, Wealthnavi's revenue reached $76.3M. The company previously reported $986.9K in 2021. Since its launch in 2015, Wealthnavi has shown consistent revenue growth.
| Year | Milestone |
|---|---|
| 2024 | Wealthnavi Hit $76.3m revenue in December 2024 |
| 2021 | Wealthnavi Hit $986.9k revenue in April 2021 |
| 2015 | Launched with $0 revenue |
Wealthnavi Valuation, Funding Rounds
Wealthnavi's most recent disclosed valuation is $3M.
Wealthnavi is a bootstrapped Financial Services Software startup. Founded in 2015, Wealthnavi has grown to $76.3M in revenue without raising any venture capital or outside funding.
As a self-funded Financial Services Software SaaS company, Wealthnavi has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Wealthnavi Employees & Team Size
Wealthnavi employs approximately 43 people as of 2026, up from 36 in 2024.
Wealthnavi has 43 total employees in different roles and functions. They have 420K customers that rely on the company's solutions.
| Year | Milestone |
|---|---|
| 2025 | Reached 43 employees (July 2025) |
| 2024 | Reached 36 employees (October 2024) |
| 2023 | Reached 31 employees (December 2023) |
| 2022 | Reached 25 employees (December 2022) |
| 2021 | Reached 20 employees (December 2021) |
| 2021 | Reached 13 employees (April 2021) |
Founder / CEO
Kazuhisa Shibayama
Kazuhisa has a wide range of experiences of cross-departmental project development in the Japanese/UK governments. He was engaged in assessment of a $2bn investment project, formulating negotiation strategy of a regional free trade agreement in Asia and tax negotiations in Europe, and launching and implementing efficiency improvement projects.
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
See how Wealthnavi acquires and retains customers with data on acquisition costs and revenue performance. Log in to access the complete customer economics dashboard.
Frequently Asked Questions about Wealthnavi
What is Wealthnavi's revenue?
Wealthnavi generates $76.3M in revenue.
Who founded Wealthnavi?
Wealthnavi was founded by Kazuhisa Shibayama.
Who is the CEO of Wealthnavi?
The CEO of Wealthnavi is Kazuhisa Shibayama.
How much funding does Wealthnavi have?
Wealthnavi raised $0.
How many employees does Wealthnavi have?
Wealthnavi has 43 employees.
Where is Wealthnavi headquarters?
Wealthnavi is headquartered in Tokyo, Japan.
People Also Viewed

PrismHR
The PrismHR platform lets you manage payroll, benefits, compliance, and HR for your clients to help you operate efficiently and accelerate growth.

BSI Software
The Swiss software company BSI Software designs, develops, and sells market-leading European CRM and CX software that is not only technologically exceptional but also forward-thinking in its mode of action. The company’s modular product, the BSI Customer Suite, is a holistic customer platform that encompasses everything needed to provide a first-rate customer experience. This includes, among other features, a CRM solution with a generative 360° customer view, the AI-based BSI Companion, and automation through AI agents. BSI places great emphasis on long-term, partnership-based relationships. In its focus industries –banking, insurance, retail, and energy & utilities – the company combines in-depth industry knowledge with technological excellence. In the DACH region, BSI Software is the market leader in its focus industries. Customers include well known companies such as ADAC, Hornbach, Techem, PostFinance, Raiffeisen Banking Group, and Signal Iduna. Software and people working together – that's what BSI stands for.

Vestmark, Inc.
Vestmark is a leading provider of portfolio management/trading solutions and outsourced services, offering a technology platform that enables broker dealers, investment managers, RIAs, and bank trusts.

FXAIR
FXAIR is a premier provider of on-demand jet charter services, specializing in delivering an elevated way to fly privately with a focus on integration and consistency in aviation.

Dxy.cn
Dxy.cn (Dingxiang Yuan) is a Chinese online healthcare platform and professional community for physicians, healthcare professionals, and patients. It is a unicorn company, meaning it is a private startup with a valuation of over $1 billion.

ManageEngine
ManageEngine crafts the industry's broadest suite of IT management software. We have everything you need—more than 60+ enterprise products and 60+ free tools—to manage all of your IT operations, from networks and servers to applications, service desk, Active Directory, security, desktops, and mobile devices. Since 2002, IT teams like yours have turned to us for affordable, feature-rich software that's easy to use. You can find our on-premises and cloud solutions powering the IT of over 280,000 companies around the world, including nine of every ten Fortune 100 companies. As you prepare for the IT management challenges ahead, we'll lead the way with new solutions, contextual integrations, and other advances that can only come from a company singularly dedicated to its customers. And as a division of Zoho Corporation, we'll continue pushing for the tight business-IT alignment you'll need to seize opportunities in the future. About us: https://www.manageengine.com/company.html Our offices are located in the US, India, Singapore, Japan, China, The Netherlands, Australia, Mexico, UAE, Saudi Arabia and South Africa. For more information, follow the company blog at http://blogs.manageengine.com/, our Pitstop Community at http://pitstop.manageengine.com/, Facebook at http://www.facebook.com/ManageEngine, and on Twitter @ManageEngine. Try any of our tools for free: https://www.manageengine.com/free-tools.html.
Compare Wealthnavi to the industry
Wealthnavi operates across multiple industries. Browse revenue, funding, and growth data for Wealthnavi in each sector below.
Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .
