


WeInvest - Digital Wealth Platform
Investment Management • Downtown Core, Central Region, Singapore • 21-50 Employees
Company overview
| Headquarters | Level 6, One Phillip Street, Royal One Phillip, Singapore, Singapore 048692, SG |
| Phone number | +6581892863 |
| Website | |
| NAICS | 5231 |
| SIC | 737 |
| 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 |
| Founded | 2014 |
| Employees | 21-50 |
| Socials |
Key Contacts at WeInvest - Digital Wealth Platform
Bhaskar Prabhakara
Founder & Ceo
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.
| Format | Example | Percentage |
|---|---|---|
{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.
WeInvest - Digital Wealth Platform revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $152,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
WeInvest - Digital Wealth Platform has 19 employees across 8 departments.
Departments
Number of employees
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.
Security
JavaScript graphics
JavaScript libraries
JavaScript libraries
Maps
Analytics
JavaScript libraries
JavaScript libraries
UI frameworks
Analytics
Frequently asked questions
4.8
40,000 users



