Ready for
Digital
Transformation ?
I am:
My Concerns Are:
Solutions:
Wealth Planning Driven Robo
Chatbot
Portfolio Proposal Tool
Insurance Management
Text to Speech
Portfolio Health Check
Bionic Advisory
Model Portfolio Driven Robo Advisor
Wealth Planning Portfolio Construction
Ordering Solution
Text to Speech
Robo with Portfolio Construction
Ordering Solution
Reporting Solution with Portfolio XRay
Portfolio Proposal Tool
Model Portfolio Driven Robo Advisor
Ordering Solution
Robo with Portfolio Construction
Portfolio Proposal Tool
Text to Speech
Ordering Solution
Reporting Solution with Portfolio XRay
Portfolio Proposal Tool
Standard APIs
Plugin Solutions
Privé enginges: AI GO Optimizer
Chatbots
Alerts
Commission
Custodian
Execution Broker
Insurance
Investment Explorer
Model Portfolio
Order Mgmt.
Portfolio Comparison
Rebalancer
Reporting Analytics
Risk Profile
User Asset Allocation
vFunds
Wealth Planning
Risk Disclosure TTS
Portfolio Construction
Chatbot
Insurance Management
Reporting
Standard API's
Strukturierte Produkte
AI GO Optimizer
AI GO Optimizer
Software as a Service / Plug in Solutions
Benefit from our modular Solutions
Digital Wealth
Platform
Advisory & Discretionary
Business Model
Advisor & Digital Channel
Web, App & APIs
The Challenge
GROWING YOUR WEALTH MANAGEMENT BUSINESS
Our founders started Privé in 2011 to explore new ways of wealth management technology. As experts in the financial industry, they knew the fantastic potential of banks and insurance companies. However, they also had to learn how difficult it is for financial institutions to capitalize on the potential of digitization – as traditional business models show even lower returns.
Privé was founded with the vision of giving banks and insurance companies easy access to technology. With that in mind, Privé is committed to developing the best technology solutions that will connect you with your customers in a simple, fast, and appealing manner.
Scale your business
Easy to implement, customizable modules enable you to open up new revenue channels and increase revenue.
Be smart, increase efficiency
We provide the ability to save costs by digitizing processes with our “Bank in a Box” solution.
Cover regulatory compliance
We make sure your workflows are thorough and transparent by automating the complete process and reducing the cost of compliance.
Award-winning
technology
Want to join our international Team?
We have a great culture and are always on the lookout for talented problem solvers!
2011
Founded by two
finance professionals
75 +
Institutions using
our technology
> 160
Employees across
three continents
> 3000
Individual advisors
using our platform
2011
Founded by two
finance professionals
75 +
Institutions using
our technology
> 160
Employees across
three continents
> 3000
Individual advisors
using our platform
Want to join our international Team?
We have a great culture and are always on the lookout for talented problem solvers!
We have clients all over the world
North America
South America
Europe
Asia
Fancy Travelling?
Privé has 8 offices around the globe.
Come and visit us when you’re in town!
Bangkok
21st floor, Asia Centre Building,
173 South Sathorn Rd, ThungMahaMek, Sathon, Bangkok 10120
+852 3157 1234
[email protected]
Hong Kong (HQ)
23/F, Arion Commercial Centre, 2 Queens Road West, Sheung Wan, Hong Kong
+852 3157 1234
[email protected]
Munich
Gotzinger Straße 52f
81371 Munich
+49 89 380124710
[email protected]
Singapore
Singapore 227977
+65 6631 8399
[email protected]
Taipei
16,No 80 Zhongxiao W. Rd., Zhongzheng Dist.,Taipei City 100007 Taiwan
+886 936 422 518 [email protected]
Vienna
Wollzeile 1-3, 3. St., Top 3.1
1010 Vienna
+49 69-3487 7267
[email protected]
Seoul
17/F, O2 Tower, 83 Uisadang-daero,
Yeongdeungpo-gu, Seoul, South Korea
(07325)
Get in touch with us today
News and
Insights
Best Robo-Advisor in Germany uses software from Privé Technologies
Best Robo-Advisor in Germany out of 24 offerings Privé Technologies is proud to announce that in the newly released Robo-Advisor study by FondsConsult Research, the robo-advisory solution, Solidvest by DJE Kapital AG, which uses technology from Privé, has emerged as...
What other countries need to know about Europe’s upcoming sustainability regulation
Investment firms and unit linked insurance providers will now be required to ask clients about their sustainability preferences and reflect them in the client’s portfolio. As European companies move to comply, expect to see major launches of various sustainable...
Privé Technologies is an award winner at the 2022 Global Business Outlook Awards
Privé Technologies is proud to announce that we have been recognized by the 2022 Global Business Outlook Awards in the following category: Fastest Growing Digital Wealth Management Solutions Provider - Hong Kong The Global Business Outlook Awards seeks to recognise...