Wealth Management Cube
Financial Services • 
31H, Legend Tower, Hong Kong • 11-20 Employees
Company overview
| Headquarters | 31H, Legend Tower,, 7 Shing Yip Street, Hong Kong, 852, HK |
| Phone number | +85225169555 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management Platform, Internet-Based Platform, Investment Product Distribution, Fund Platform, Fund Investment Platform |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
Key Contact at Wealth Management Cube
Cecelia Leung
Assistant Vice President Operations
Wealth Management Cube Email Formats
Wealth Management Cube uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@wmcubehk.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wmcubehk.com | 85.7% |
{first initial}{last name} | jdoe@wmcubehk.com | 14.3% |
About Wealth Management Cube
Wealth Management Cube ("WMCube") is an SFC-licensed corporation (CE No. BEC913) in Hong Kong. Our core businesses are B2B & B2B2C Fund Investment Dealing & Settlement services (1,000+ funds from 100+ fund houses) and Insurance Admin & CRM solutions. History- Our story began in the 80's Three WMCube founding members who worked in Matheson PFC, a subsidiary of Jardine Pacific, had participated in developing an enterprise-level system that enabled a very efficient and scalable back-office to handle comprehensive Fund Investment Dealing & settlement. The system was deployed to 8 countries worldwide in the 90's. In 2004, one of our founding member management buyout the said system from Towry Law (acquired Matheson PFC in 1998). After continuous upgrading and development, WMCube finally built a new system 2016 named CUBE. 2014: The start of the CUBE WMCube was formally established in July 2014 and was licensed for SFC Type 1 Dealing in Securities in 2015. In 2020, we allied with a well-known licensed insurance company in UK/HK and became the authorised custodian of its investment-linked policy. We believe this new business will become a game changer in the Hong Kong platform industry.
Wealth Management Cube revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth Management Cube has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Wealth Management Cube has never raised funding before.
Wealth Management Cube Tech Stack
Discover the technologies and tools that power Wealth Management Cube's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
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Appointment scheduling
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
IaaS
CDN
Miscellaneous
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