Powering the Next Era
of Asset & Wealth Management

AI-Driven. Scalable. Future-Proof.

A platform built by wealth managers, for wealth managers

The Fintech Partner That Speaks Your Language

Privé provides a unified platform that streamlines every stage of the wealth management process, from onboarding and portfolio construction to reporting and oversight.

Our team combines U.S.-patented AI technology with over 67 years of wealth management leadership.

Featured on

Client Solutions

Retail Banks

Automated KYC/AML, real-time compliance, and full portfolio workflow automation.

Private Banks

Real-time insights, risk detection, and seamless KYC/AML onboarding with personalized portfolios.

Insurance Companies

Digital ILP / ILAS journeys with automated checks, seamless integration, and compliant personalization.

Asset Managers

AI-powered, compliant, and personalized portfolio management with automated onboarding and execution.

Family Offices

Unified platform for multi-asset portfolios, complex ownership, and real-time tracking.

Trusted by Leading Institutions

The future of asset & wealth
management isn’t coming, it’s here.

Let us bring you there.