Digital Wealth as a Service

for Banks, Brokers, and Wealth/Asset Managers

Powering successful business models with comprehensive, cutting edge, and customised platforms.
About weinvest
WeInvest is Asia’s leading
and proven digital wealth
service provider

WeInvest is Asia’s leading and proven digital wealth service provider. Operational since 2015, we are headquartered in Singapore, with a growing presence in Malaysia, Indonesia, Dubai, Hong Kong, India and China.

what we do

We help institutions deliver a full-suite digital investing experience to their customers: at scale, with positive unit economics through a unique business model

We help you build a competitive edge by offering innovative, scalable and regionally compliant wealth services to
your customers. We’ll work with you to create end-to-end experiences tailored to your unique needs.

Digitise your wealth business and stay at the top of your game, without breaking a sweat.

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trackwealth

Aggregation-as-a-service

Enable your clients to aggregate and track their finances in a simple and secure platform.

growwealth

Robo-advisory-as-a-service

Goal-based and thematic investing journeys for your underserved or self-directed clients.

advisewealth

Rm-Assisted Advisory

Empower your relationship managers to engage, service and sell better.

trackwealth

aggregation-as-a-service

Account aggregation and wealth analysis, simplified for your customers

Engage clients better by enabling them to consolidate multiple accounts in one place, to get a holistic picture of their wealth. Derive data-driven customer insights and capitalise on cross-sell opportunities.

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GrowWealth

robo-advisory-as-a-service

Customisable Plug & Play Robo advisory Solution spanning multiple clients segments, investment products and advisory models

Stay ahead of the curve by activating and engaging your underserved customers through the Do-it-Yourself advisory platform within 3-6 months. Differentiate your offering with Risk-based, Goal-based, or Thematic Investing journeys.

find out more

GrowWealth

robo-advisory-as-a-service

Customisable Plug & Play Robo advisory Solution spanning multiple clients segments, investment products and advisory models

Stay ahead of the curve by activating and engaging your underserved customers through the Do-it-Yourself advisory platform within 3-6 months. Differentiate your offering with Risk-based, Goal-based, or Thematic Investing journeys.

find out more

AdviseWealth

RM-Assisted Advisory

Supercharge your relationship managers with the right tools to deliver exceptional service and increase productivity

Deliver a holistic picture to your relationship managers and advisors about their clients, so that they can service clients across their life-cycle of needs. This spans portfolio analysis, goal-setting, rofiling, portfolio recommendations and planning, optimisation and execution oversight.

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how we help
Why institutions love working with us
Comprehensive yet
Modular

Front to back digital journey covering online onboarding, custom user journeys, multiple asset classes coupled with an extensive back office.

Fast and Agile

End to end deployment in 3-6 months. Custom built and bespoke to meet your institutions.

Flexible Partnership
Model

Choose from Platform-As-A-Service, SAAS or Enterprise deployed models depending on your institution’s preferences.