We're Making Wealth Personal
Our complete SaaS solutions provide tools and connections that empower our clients to take control and re-shape wealth management.
Our Mission
We believe that everyone, regardless of their socioeconomic status, deserves to have access to robust financial planning services. That is why it is our mission to build a wealth management platform that can be used by financial institutions to provide high quality wealth management to all client segments at low cost.
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The core values behind our work
Client Centric
We need to build features which are best for our client and product and add value across clients. That’s the default decision we take.
Maximise Assets
We seek to maximize the assets managed on the platform.
Learn & Grow
We are FinTech. That is Fin and Tech. We may not always know everything about the other side, but we all need to learn.
Disagree, Then Commit
It's ok to disagree and debate, but once a decision is made we all need to commit and move in the same direction.
Meet the team of experts
Meet our team with decades of combined experience.
Charles Wong
Julian Schillinger
Paul Hodes
Roland Meier
Kapil Budhiraja
Solange Lee
Get in touch with us today at any of our 6 global offices
Hong Kong
23/F, Arion Commercial Centre
2 Queens Road West
Sheung Wan, Hong Kong
Singapore
#05-01, 10 Anson Road,
Singapore 079903
Kuala Lumpur
12th Floor, Menara Symphony,
No. 5 Jalan Prof. Khoo Kay Kim,
Seksyen 13,
Petaling Jaya,Selangor
Taipei
Suite 5, 3/F, 158 Songjiang Road, Zhongshan District, Taipei City
台北市中山區松江路158號3樓之5
Vienna
Wollzeile 1-3
3. St.
Top 3.11010 Vienna
Munich
Gotzinger Straße 52f
81371 Munich
Germany
