What Altius Investech does

Altius Investech is an India-based fintech platform that operates as a marketplace and market-maker for unlisted shares, pre-IPO equities, and ESOP transactions. Founded in 2016 and headquartered in Kolkata, the company serves retail investors, high-net-worth individuals (HNIs), ESOP holders seeking liquidity, and venture capital/private equity investors seeking secondary market exits. The company maintains a proprietary database covering 300+ unlisted and pre-IPO companies with research, analysis, and two-way quotes, enabling it to function as an active price-setter rather than a passive order-matching venue.

The core product is the Unlisted Shares Trading Platform (trade.altiusinvestech.com), complemented by iOS and Android mobile applications, a Trade Screener tool, and WhatsApp community channels. Adjacent product lines include Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Startup Investing for growth-stage opportunities, and ESOP Shareholder Services for employee liquidity. The underlying technology stack is a digital trading platform with proprietary market intelligence capabilities; the company does not disclose specific technical architecture or AI/ML components. The company employs 11-50 staff across offices in Kolkata (HQ and corporate), Chennai, Vijayawada, and Dubai.

The business model combines transaction facilitation (take-rate / spread on buy-sell of unlisted securities), market-making (two-way quotes providing liquidity), and professional advisory services (research-backed recommendations with time-bound exit plans). Pricing is transaction-based with a Rs 10,000 minimum investment threshold and no separate service charges for data insights. The go-to-market motion is sales-led, with dedicated relationship managers providing high-touch, hand-holding service through the investment process, supplemented by earned media in top-tier Indian financial publications (Economic Times, Moneycontrol, Financial Express) and a self-serve digital channel. To date, the company has raised Rs 6 crore in seed funding (August 2021, Rs 51 crore post-money valuation) and has facilitated transactions exceeding Rs 300 crores cumulatively across 8,000+ clients.

Name

Altius Investech

Legal name

Altius Investech Private Limited

Website

https://altiusinvestech.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Altius Investech is an India-based fintech marketplace and market-maker for unlisted shares, pre-IPO equities, and ESOP transactions, serving retail investors, HNIs, and ESOP holders across India and the UAE with a digital trading platform backed by proprietary research.

Ownership category

akta.pro rank

Product category

Unlisted Shares & Pre-IPO Investment Platform

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Unlisted shares trading
• Pre-IPO investments
• ESOP liquidity services
• Alternative investments
• Private equity access

Headquarters

HQ city

Kolkata

HQ country

India

HQ region

Asia

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Transaction Facilitation: The company facilitates buying and selling of unlisted shares, Pre-IPO shares, and ESOPs, earning revenue through transaction facilitation fees. They operate as market makers providing two-way quotes on stocks.
2. Investment Advisory Services: Provides investment research and recommendations backed by fundamental and industry analysis, with time-bound exit plans for companies on IPO track.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

Altius Investech operates a digital platform for buying and selling unlisted shares, Pre-IPO shares, and ESOPs in India, providing market intelligence, research-backed recommendations, and real-time execution with two-way quotes on 300+ companies. The company complements trading services with Portfolio Management Services (PMS), Alternate Investment Funds (AIF), ESOP liquidity solutions, and startup investing, supported by dedicated relationship managers and a mobile app.

Product overview

Altius Investech is a unified fintech platform operating primarily in India that specializes in unlisted shares, Pre-IPO, and alternative investments. The core offering is the Unlisted Shares Trading Platform (https://trade.altiusinvestech.com/), which provides market intelligence, real-time execution, and access to 300+ companies for trading unlisted equity. The platform is complemented by Portfolio Management Services (PMS) and Alternate Investment Funds (AIF) for wealth management, while the Mobile App (iOS/Android) enables on-the-go trading. Additional services include Startup Investing for growth-stage companies, ESOP Shareholder Services for liquidity, and a Trade Screener for analytical filtering. The company also offers WhatsApp community integration for market updates.

Differentiator

Problem solved

Functional benefit

Products and services

• Unlisted Shares Trading Platform A digital platform in India that specializes in providing comprehensive insights into Pre-IPO and unlisted shares, facilitating buying and selling of unlisted equity shares with market intelligence, research-backed recommendations, two-way quotes, and real-time execution capabilities across 300+ companies.
• Portfolio Management Services (PMS) Alternative investment offering providing customized portfolio management for clients with complex asset structures, blending Wills and Trusts for families with multiple businesses and properties.
• Alternate Investment Funds (AIF) Investment fund category enabling access to alternative investment opportunities including venture capital and private equity funds.
• Altius Investech Mobile App Mobile application available on iOS (App Store) and Android (Google Play) platforms enabling users to access the trading platform, explore companies, and engage in active trading of unlisted shares.
• Startup Investing Service providing access to disruptive new-age growth stage startups at lower minimum investments, enabling retail investors to invest alongside venture capital and private equity funds.
• ESOP Shareholder Services Services enabling ESOP shareholders and existing investors to unlock the value of their equity, diversify holdings, and obtain exits from ESOPs in startups at attractive market valuations.
• Pre-IPO Shares Platform Investment platform for companies on IPO track, providing access to invest in industry leaders with established track records and profitability at various stages of pre-IPO.

Quantifiable outcome

• TATA Technologies recommended June 2021 at Rs 171.5, listed November 2023 at Rs 1,200 - 7x returns
• +4 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered medium and minor.

• Economic TimesmediumGTM or Marketing PartnerAltius Investech is regularly featured in Economic Times for market insights and investment opportunities, building credibility and brand awareness among retail and HNI investors.
• Financial ExpressmediumGTM or Marketing PartnerRegular features in Financial Express provide Altius with media visibility and credibility in the financial services sector.
• MoneycontrolmediumGTM or Marketing PartnerMedia partnership with Moneycontrol for investment content and market analysis visibility.
• Inc. IndiaminorGTM or Marketing PartnerFeatured in Inc. India magazine highlighting company growth and business model.
• Forbes IndiaminorGTM or Marketing PartnerFeatured in Forbes India for business coverage and industry recognition.
• Times of IndiamediumGTM or Marketing PartnerMedia coverage in Times of India reaching a wide readership for brand awareness.
• Choice WealthminorStrategic or Co-development PartnerCollaboration for mutual fund seminars and investor education programs, such as the August 2025 seminar on Investment Aspects in Mutual Funds held at Altius Investech office in Kolkata.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Zerodha: India's largest retail stockbroker with deep retail penetration and strong technology infrastructure. While not focused on unlisted shares, its scale and product expansion roadmap make it the most credible threat if it deepens Pre-IPO offerings.
• Groww: One of India's largest retail investing platforms, offering stocks, mutual funds, and increasingly exploring unlisted/Pre-IPO products. Represents the broad incumbent threat with massive scale, technology stack, and brand that could subsume specialist unlisted platforms.
• INDmoney: Indian super-wealth app aggregating mutual funds, stocks, US equities, and alternative investments including unlisted shares. A broad incumbent with overlapping Pre-IPO offerings and a much larger user base that competes for the same HNI/retail segment.

Direct peers

• SharesCart: Indian platform focused on buying and selling unlisted/Pre-IPO shares with two-way quotes and market intelligence. Closely overlaps with Altius in customer segments (retail and HNI), product (unlisted trading), and geography (India).
• UnlistedZone: India-based platform specializing in buying and selling unlisted and Pre-IPO shares. Direct competitor offering a similar retail-focused marketplace with two-way quotes, research, and transaction facilitation for the same unlisted/Pre-IPO asset class.
• EquityLeap: Indian platform offering curated Pre-IPO and unlisted share investment opportunities with research and advisory. Comparable business model and customer focus to Altius in the niche Pre-IPO retail space.
• Planify: Indian fintech platform providing access to unlisted shares, Pre-IPO investments, and startup deals. Comparable value proposition of curated Pre-IPO opportunities with research and transaction support for retail and HNI investors.
• PreIPOplus: India-based Pre-IPO and unlisted shares investment platform. Competes directly on product (Pre-IPO access), target segment (retail and HNIs), and GTM (digital platform with research-driven recommendations).

Emerging players

• Tap Invest: Indian platform providing access to pre-IPO and unlisted startup equity to retail investors. Comparable mission of democratizing Pre-IPO access, with a digital-first product targeting the same retail and HNI segments.

Others

• Choice Wealth: Indian wealth management firm that partners with Altius for investor education seminars. Adjacent ecosystem player in mutual fund distribution and wealth advisory, illustrating channel-style partnerships rather than direct competition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/altiusinvestech
• YouTubeyoutube.com/@altiusinvestech9695
• Facebookfacebook.com/abhisheksecurities1
• LinkedInlinkedin.com/company/abhishek-securities
• Instagraminstagram.com/altius.investech

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Altius Investech