Contact

Contact Us

[email protected]

Digitizing Wealth

Management

 

With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions, built for better customer experience.

 

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Ready for
Digital
Transformation ?

Modular solutions to make digital
transformations successful!

I am:

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 Alerts
Commission Commission
Custodian Custodian
Execution Broker Execution Broker
Insurance Insurance
Investment Explorer Investment Explorer
Model Portfolio Model Portfolio
Order Mgmt. Order Mgmt.
Portfolio Comparison Portfolio Comparison
Rebalancer Rebalancer
Reporting Analytics Reporting Analytics
Risk Profile Risk Profile
User Asset Allocation User Asset Allocation
vFunds vFunds
Wealth Planning Wealth Planning
Risk Disclosure TTS Risk Disclosure TTS
Portfolio Construction Portfolio Construction
Chatbot Chatbot
Insurance Management Insurance Management
Reporting Reporting
Standard API's Standard API's
Strukturierte Produkte Strukturierte Produkte
AI GO Optimizer AI GO Optimizer
AI GO Optimizer AI GO Optimizer
Software as a Service / Plug in Solutions Software as a Service / Plug in Solutions
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Benefit from our modular Solutions

Pure Digitization

Efficient Workflows

New Sources
of Income

Easy
Integration

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.

 

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]

Frankfurt

Hohemarkstraße 20
61440 Frankfurt/Oberursel

+49 69-3487 7267
[email protected]

Hong Kong (HQ)

2/F, Bonham Centre, 79-85 Bonham Strand, Sheung Wan, Hong Kong

+852 3157 1234
[email protected]

Munich

Nordendstraße 62 – 64,
80801 Munich

+49 89 380124710
[email protected]

Singapore

10 Winstedt Rd,
Singapore 227977

+65 6631 8399
[email protected]

Taipei

6F, No 516 Neihu Rd, Sec.1,
Neihu District, Taipei

+886 932 044 048
[email protected]

Vienna

Wollzeile 1-3, 3. St., Top 3.1
1010 Vienna

+43 1 512 1724 10
[email protected]

News and
Insights

Check out more news at our social media channels!
The Rise of Platforms and Its Impact

The Rise of Platforms and Its Impact

Organised by Happyer and Codeaholics, our CEO Charles Wong recently moderated a panel discussion on the rise of platforms and its effect on tech jobs. Held on 4 November 2020, the panellists included: Andy P. Lee, Group Strategy, WeLab Caleb Ho, Software Engineer...

How APAC Is Responding To Cyber Threats Caused By Pandemic

How APAC Is Responding To Cyber Threats Caused By Pandemic

The coronavirus pandemic has profoundly impacted many people, businesses, and the international economy; with one of the key threats being the rise of cyber security threats and money laundering.  In fact, both the Financial Action Task Force (FATF) and Interpol have...

The Cherry on the cake

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