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.
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
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.
GrowWealth
robo-advisory-as-a-service
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.
GrowWealth
robo-advisory-as-a-service
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.
AdviseWealth
RM-Assisted Advisory
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, profiling, portfolio recommendations and planning, optimisation and execution oversight.
Modular
Front to back digital journey covering online onboarding, custom user journeys, multiple asset classes coupled with an extensive back office.
End to end deployment in 3-6 months. Custom built and bespoke to meet your institutions.
Model
Choose from Platform-As-A-Service, SAAS or Enterprise deployed models depending on your institution’s preferences.
Contact us
Think we can help you? Get in touch with us!
We’ll be in touch with you soon.
