Asset / Wealth Management

WEALTH connects high-net-worth individuals with suitable wealth managers through its proprietary algo-based matching platform

Country: Singapore Year: 2015         WEALTH is the Singaporean sister service of the London-based, which provides matching services to high-net-worth individuals (HNWIs) and wealth managers through its proprietary online portal. Since the matchmaker’s launch in 2012, it has helped HNWIs invest more than US$ 1.5 billion with the wealth managers in […]

Amareos is an intelligent analysis solution of financial information based on quantification of market sentiments

Amareos is an application that provides financial markets information to better advise users on their investments. The application analyses data from social media and news articles to provide market sentiment (fear, joy etc.). The analytics and market sentiments services are provided to a wide range of clients such as large financial organizations, private banks, hedge funds, insurance companies and help clients find new insights.

Silverfinch connects asset managers and insurers through a fund data utility in a secured and controlled environment to meet the requirements of Solvency II

Silverfinch is a secure fund data utility that allows insurers to comply with Solvency II regulation, and enables asset managers to manage and carry out requested look-through and respond to their insurance company investors in a timely and controlled fashion.

Macrovue, a portfolio investment firm that allows investors to invest in uniquely themed and customizable global portfolios

Macrovue has received media limelight for its potential in disrupting the wealth industry for its themed customizable superannuation global funds. Though it has just commenced its services, it has received $1 million funding from AMP, a wealth giant, which aims to leverage on their capabilities to reach out to new tech savvy explorative clients.

BondIT provides propriety analytical solutions to bond portfolio managers and advisors by enabling them to create and manage personalized and algorithmically-enhanced bond portfolios

BondIT drives sales by empowering relationship managers and trading desks with data-driven, personalized, optimal investment recommendations thus increasing trade flow and revenues.

Canopy (developed by Mesitis), is an account aggregation and reporting platform for high net-worth individuals and their wealth managers

Through an aggregated, single portfolio overview across accounts in different institutions, Canopy allows users to visualize their net worth and make sense of their financial holdings, leading to better investment and wealth management decisions. Canopy is a Software-as-a-Service offered by Mesitis, a fintech start-up focused on the private wealth industry.