# Sumit Gwalani

> Sumit Gwalani is a Series A investor backing Finance and Wealth Management. See 3 investments, round sizes, portfolio and contact details. Updated Oct 2026.

- Type: Angel Investor
- Location: Mumbai, India
- Total investments: 3
- Last investment: Nov 2022
- Lead investor: 0%
- Last updated: Oct 2026
- LinkedIn: https://www.linkedin.com/in/sumit-gwalani/

Sumit Gwalani is a Series A investor in Mumbai focused on Finance and Wealth Management. Sumit Gwalani is based out of Bengaluru, Karnataka, and was the Co-Founder of Fi.Money. Sumit previously worked at Google as a Director of Product Management, Google Pay. Sumit Gwalani attended the University of Mumbai.

## Contacts

5 contacts available for Sumit Gwalani: work email, personal email, work phone, personal phone and socials. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-email/sumit-gwalani?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Finance | 2 | 67% |
| Wealth Management | 2 | 67% |
| Financial Services | 2 | 67% |
| B2B | 1 | 33% |
| Information Technology | 1 | 33% |

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series A | 2 | 67% |
| Seed | 1 | 33% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 2 | 67% |
| India | 1 | 33% |

## Investments

| Company | Description | Round size | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Arta Finance | Arta Finance is a network of innovators, researchers, finance specialists, and business executives who help people get the most of their finances. Arta offers access to financial opportunities that help people to plan and enjoy their financial future but with less complexity and lower fees. It was founded by Caesar Sengupta. | $90M | Series A | Nov 02, 2022 | https://www.artafinance.com |
| Arta | Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore. We empower individuals to access sophisticated wealth opportunities directly and to engage with their portfolios through intuitive, intelligent technology. That remains core to who we are.We tailor these capabilities to professionaladvisors and institutions. Advisors use Arta’s AI and wealth platform to enhance preparation, research, and client servicing. Institutions deploy our AI, infrastructure, and curated investment marketplace to elevate existing wealth propositions or introduce new ones efficiently.We believe high-quality financial intelligence and investment access should be available to millions more people, not just the traditional elite. Extending our platform through advisors and institutions brings this to a wider audience. Individuals remain at the center, now supported by a broader ecosystem around them.Arta is a US SEC-registered investment advisor and holds a CMS license from the Monetary Authority of Singapore. We are backed by Peak XV, Ribbit Capital, Coatue, and EDBI, together with over 140 leaders from technology and finance including Ralph Hamers, Piyush Gupta, Sundar Pichai, Eric Schmidt, Michael Miebach, and Lip-Bu Tan. | $90M | Series A | Nov 02, 2022 | https://arta.ai |
| Upswing Financial Technologies | Upswing Financial Technologies is an open finance B2B ecosystem enabler. | $4M | Seed | Feb 28, 2022 | https://upswing.one/ |

3 of 3 investments shown.

## Co-investors
- [Coatue](https://shizune.co/investors/profile/coatue) — VC Fund, 2 deals together
- [MANTIS Venture Capital](https://shizune.co/investors/profile/mantis-venture-capital) — VC Fund, 2 deals together
- [Ribbit Capital](https://shizune.co/investors/profile/ribbit-capital) — VC Fund, 2 deals together
- [Titan Capital](https://shizune.co/investors/profile/titan-capital) — VC Fund, 2 deals together
- [Willowtree Investments](https://shizune.co/investors/profile/amara-venture-partners) — VC Fund, 1 deal together
- [Better Capital](https://shizune.co/investors/profile/better-capital-e839) — VC Fund, 1 deal together

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## Featured in investor lists
- [B2B Angel Investors in India](https://shizune.co/investors/b2b-angel-investors-india)

## FAQ

### What does Sumit Gwalani invest in?

Sumit Gwalani invests primarily in Finance, Wealth Management and Financial Services startups, most often at Series A and Seed stage. Most of the 3 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact Sumit Gwalani?

Public channels for Sumit Gwalani include LinkedIn. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### When did Sumit Gwalani last invest?

The most recent investment recorded for Sumit Gwalani closed in Nov 2022. Shizune tracks 3 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Oct 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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