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Bank Sathi

Bank Sathi

Private
BangaloreFinTechhttps://banksathi.com/

Last Round

Seed

Jan 9, 2023

Total Funding Raised

$4.73M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Bank Sathi is a fintech company that operates a digital platform connecting financial advisors with customers to recommend and sell financial products such as loans, credit cards, and insurance.

Sector

FinTech

Verticals

Lending & Credit, Social Commerce, InsurTech, Wealth Management

Business Model

B2B2C

Customer Profile

Marketplace Commission, Revenue Share

AI Layer

Non-AI

Keywords

financial advisor networksocial commerce platformagent-led distributionB2B2C platformfintech agent appfinancial product marketplacefinancial product distributionfintech reseller platformsocial sellingTier 2/3 market focusrevenue sharing modelcredit card salespersonal loan salesinsurance salescredit score improvementDemat account opening

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Bank Sathi Comparables

Compare Bank Sathi with similar companies based on industry and business-model similarity.

Bank Sathi comparables — related companies by embedding similarity
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GroMo
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ZET
87%
WeRize
85%

Bank Sathi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedJan 9, 2023
SeedOct 25, 2021
SeedMay 17, 2021

Key People

Founding team and executive leadership

Sandeep Kaler

Co-Founder and CTO

Founding Team

Jitendra Dhaka

Co-founder & CEO

Founding Team

Bank Sathi Investors

Notable investors and investment history

Bank Sathi investors
InvestorRounds
Hem SecuritiesSeed
Inflection Point VenturesSeed
Kotak SecuritiesSeed
We Founder CircleSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 16, 2026

    Monthly ad spend exceeds ₹1 Crore on Meta and Google.

Recent news

Latest coverage and updates

  • hiresSep 2, 2026

    Banksathi Technologies Private Limited hires Bugalia as Co-Founder and Chief Operating Officer.

  • hiresSep 2, 2026

    Banksathi Technologies Private Limited hired Nitish Kumar Bugalia as Co-Founder and Chief Operating Officer on Sep 2nd '26.

Bank Sathi Filings

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Bank Sathi filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Firmographic Details

HeadquartersBangalore
Employee Range320
Year Founded2020
Last FundingJan 9, 2023

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