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About Us

Privé Technologies is a leading Software as a Service (SaaS) provider, helping financial institutions to digitize their wealth management offerings using our modular platform. Our Lego™ block approach allows clients to choose and assemble unique journeys from a wide range of modules and digital solutions to suit their individual needs, empowering them with the tools necessary to achieve any digital goal.

Management Team

Lead by experience, driven by passion
Charles Wong

Charles Wong

Chairman & Co-Founder

Previously Managing Director, Head of Structured Investment Derivatives Marketing at JP Morgan

Julian Schillinger

Julian Schillinger

CEO & Co-Founder

Previously Vice President, Head of Index Structuring at JP Morgan.

David Lee

David Lee


Harvard Law graduate and former PE portfolio manager with successful IPO exit record.

Roland Meier

Roland Meier

Head of D/AT/CH

Former CEO of TeleTrader, a listed financial data company.

Björn Torkar

Björn Torkar

Head of Europe

20+ year experienced financial technology professional and leader.

Our Partners

The family is getting bigger and bigger

Your Wealth Journey Begins Here

Sharing a vision of making wealth management and financial literacy accessible to everyone.

Empowering The Digital (R)Evolution

DigitalMindWay is a knowledge portal about digital transformation in the financial sector.

The Cherry on the cake

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