WeInvest helps institutions deliver full-suite regionally-compliant digital wealth services and investment experiences to their customers at scale and with positive unit economics through a unique business model.
WeInvest is Asia leading and proven digital wealth service provider. Operational since 2015, we are headquartered in Singapore, with a growing presence in Dubai, Thailand, Malaysia, Indonesia, India, Hong Kong and China.
Our end-to-end Digital Wealth Platform offers solutions to Banks & other financial institutions. The plug and play online platform is used by Banks to offer more online investment options to their retail customer base and strengthen the proposition for HNIs and Private Banking clientele.
WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines:
GROWWEALTH - WeInvest Robo-advisor, Asias first B2B2C Robo-advisory platform. It is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & brokers/custodians.
ADVISEWEALTH - RM enabled Robo-Advisory for affluent clients. It is a tool that enables Relationship Managers to get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost.
TRACKWEALTH - South East Asia's first AUTOMATED Aggregation solution. It automatically Aggregates accounts across banks, brokerages, wealth portfolios for emerging affluents to HNIs. It gives a bank/institution enormous data intelligence to be able to service and cross-sell more effectively & efficiently.
STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for a plug-and-play capability for banks and financial institutions to leverage the most effective strategies that address the varied investment needs of their client groups.