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WeInvest - Digital Wealth Platform

WeInvest - Digital Wealth Platform

Investment ManagementFlag of SGDowntown Core, Central Region, Singapore21-50 Employees

Company overview

HeadquartersLevel 6, One Phillip Street, Royal One Phillip, Singapore, Singapore 048692, SG
Phone number+6581892863
Website
NAICS5231
SIC737
Keywords
Digital Transformation, Financial Services, Wealth Management, Paas, Portfolio Management, Investment Advisory, Investment Management, Fintech, Investment Strategies, Platform-As-A-Service, Wealthtech, Trade Operations, Automated Goal-Based Investing, Diy Robo, Digital Wealth Solutions, Investmenttech, Rm Advisory, Robo Advisory Solutions, Thematic Investments, Wealth Tracking
Founded2014
Employees21-50
Socials

Key Contacts at WeInvest - Digital Wealth Platform

Flag of IN

Bhaskar Prabhakara

Founder & Ceo

Flag of SG

Chiranjeet Siinghh

Head Of Products - Chief Investment Officer

WeInvest - Digital Wealth Platform Email Formats

WeInvest - Digital Wealth Platform uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@weinvest.net), used 53.8% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@weinvest.net
53.8%
{first initial}
j@weinvest.net
30.8%
{first initial}.{last name}
j.doe@weinvest.net
7.7%
{last name}.{last name}
doe.doe@weinvest.net
7.7%

About WeInvest - Digital Wealth Platform

WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions to Banks & other financial institutions. The plug and play online platform is used by Banks to offer more online investment options to their retail customer base and strengthen the proposition for HNIs and Private Banking clientele. WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines: 1. GROWWEALTH - WeInvest Robo-advisor, Asia’s first B2B2C Robo-advisory platform. It is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & brokers/custodians. 2. ADVISEWEALTH - RM enabled Robo-Advisory for affluent clients. It is a tool that enables Relationship Managers to get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost. 3. TRACKWEALTH - South East Asia's first AUTOMATED Aggregation solution. It automatically Aggregates accounts across banks, brokerages, wealth portfolios for emerging affluents to HNIs. It gives a bank/institution enormous data intelligence to be able to service and cross-sell more effectively & efficiently. 4. STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for a plug-and-play capability for banks and financial institutions to leverage the most effective strategies that address the varied investment needs of their client groups.

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WeInvest - Digital Wealth Platform revenue & valuation

Annual revenue$5,000,000
Revenue per employee$152,000
Estimated valuation?$16,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Head

Employees by Department

WeInvest - Digital Wealth Platform has 19 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore WeInvest - Digital Wealth Platform's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2018-12-0113N/A

Funding Insights

1

Number of funding rounds

WeInvest - Digital Wealth Platform Tech Stack

Discover the technologies and tools that power WeInvest - Digital Wealth Platform's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Amazon SES

Amazon SES

Email

Highcharts

Highcharts

JavaScript graphics

lit-element

lit-element

JavaScript libraries

Axios

Axios

JavaScript libraries

Google Maps

Google Maps

Maps

Hotjar

Hotjar

Analytics

lit-html

lit-html

JavaScript libraries

jQuery

jQuery

JavaScript libraries

Bootstrap

Bootstrap

UI frameworks

Leadfeeder

Leadfeeder

Analytics

Google Workspace

Google Workspace

Email

Frequently asked questions

WeInvest - Digital Wealth Platform is located in Downtown Core, Central Region, SG.
You can reach WeInvest - Digital Wealth Platform at +6581892863.
WeInvest - Digital Wealth Platform was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
WeInvest - Digital Wealth Platform has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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