WeInvest
HQ Address
03-02 One Phillip Street, Singapore 048692
Website Address
Business introduction
Your financial life - simple, smart, secure
WeInvest is Asia’s first digital wealth management solutions provider. Founded in 2015, WeInvest is headquartered in Singapore. Our proprietary robo-advisor provides banks, wealth and asset managers, insurance companies and independent financial advisors with a complete end-to-end investment platform which covers tech platform, investment strategies, operations, execution and custody.
WeInvest Solutions
B2C Robo-Advisory
Through either goal-based or risk profile based journeys, with a completely online experience on web or mobile, with choice of passive or active strategies or thematics baskets with our unique ‘platform-as-a-service’ model which covers technology, strategy, operations, execution/custody and infrastructure....
business needs
view solution
Personal Financial Aggregator
By aggregating multiple financial accounts, through a secure app compliant with regulations. Enable your clients to plan better, and gain insights your business never had, to service your clients better....
business needs
view solutionRM Based Advisory
With a comprehensive client profiling experience offering a mixture of thematic baskets and active strategies, with the ability to customise portfolios-on-the-go and straight-through-execution and easy onboarding....
