Valuefy started it journey in January 2010, with a handful of IIT & IIM professionals, having extensive experience and expertise in applying quantitative techniques to solve business problems. Valuefy has created many IPs and products which help fund managers in making better investment decisions with risk control. Valuefy's proprietary quantitative algorithms have worked well in various market scenarios and generated consistent alpha.

Valuefy is a premier digital wealth management technology company serving the leading financial institutions in UK and across the world. Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates.

Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.