101 Top Southeast Asia Wealth Management Companies and Startups

March 20, 2022

This article showcases our top picks for the best Southeast Asia based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top Southeast Asia Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Kristal.AI

Kristal.AI

Crunchbase Website Twitter Facebook Linkedin

Kristal.AI develops a digital private wealth platform designed to make premium investments available to the masses.

StashAway

StashAway

Crunchbase Website Twitter Facebook Linkedin

StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors.

StashAway

Akulaku

Crunchbase Website Twitter Facebook Linkedin

Akulaku is a leading banking and digital finance platform in Southeast Asia.

StashAway

Finhay

Crunchbase Website Twitter Facebook Linkedin

Finhay is a wealth management platform that helps millennials micro-invest in mutual funds.

StashAway

Bambu

Crunchbase Website Twitter Facebook Linkedin

Bambu is a leading global provider of digital wealth technology for financial and technology industries.

StashAway

AnFin

Crunchbase Website Twitter Facebook Linkedin

AnFin is a fintech company building the most innovative products in the wealth management and brokerage space.

StashAway

FINNOMENA

Crunchbase Website Twitter Facebook Linkedin

FINNOMENA is a digital wealth management platform for investors and financial advisers.

StashAway

Canopy

Crunchbase Website Twitter Facebook Linkedin

Canopy is a financial data aggregation, visualization, analytics, and reporting platform.

StashAway

WeInvest

Crunchbase Website Twitter Facebook Linkedin

WeInvest enables individual investors to discover investment opportunities across real estate, mutual funds, and deposits.

StashAway

Hugo Save

Crunchbase Website Twitter Facebook Linkedin

Hugo is a digital account that helps you spend, save and invest, starting with gold.

StashAway

LZVCPA

Crunchbase Website Twitter Facebook Linkedin

LZVCPA Inc., provides Financial, Audit, Tax, IT, Telecom, Call Center, Legal, Advisory & Private Banking, including niches & crypto markets.

StashAway

Wealth

Crunchbase Website Twitter Facebook Linkedin

WEALTH is an online wealth services marketplace for investors powered by an innovative, award-winning digital platform

StashAway

BetaSmartz

Crunchbase Website Twitter Facebook Linkedin

Digital investment platform offering investment, administrative and operational solutions to financial institutions

StashAway

Bank Maspion

Crunchbase Website Twitter Facebook Linkedin

Bank Maspion conducts banking business, securities business, and other related businesses.

StashAway

Icube

Crunchbase Website Twitter Facebook Linkedin

Icube provides an opportunity for everyone to benefit from the appreciation of social wealth and enjoy a free, equal, private…

StashAway

RHB Bank Berhad

Crunchbase Website Twitter Facebook Linkedin

RHB Bank Berhad provides Credit Cards, Loans, Wealth Management, Deposits, Islamic Banking.

StashAway

LUMIQ

Crunchbase Website Twitter Facebook Linkedin

LUMIQ is a financial management company that specializes in the fields of wealth management, bionic advisor, B2B, and asset allocation.

StashAway

Contemi Solutions

Crunchbase Website Twitter Facebook Linkedin

Technology partner to financial industry, providing digital solutions for insurance, asset & wealth management, banking & capital markets.

StashAway

Krung Thai Bank

Crunchbase Website Twitter Facebook Linkedin

Krung Thai Bank provides commercial banking products and services to individuals and corporate customers primarily in Thailand.

StashAway

Bento

Crunchbase Website Twitter Facebook Linkedin

B2B2C Wealth Tech provider, bringing institutional grade portfolio construction in an awesome digital user journey to financial institutions

StashAway

Torre Capital

Crunchbase Website Twitter Facebook Linkedin

Torre Capital is a wealth platform offering institutional access to private opportunities for family offices and High Networth Investors

StashAway

Manulife Singapore

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Manulife Singapore is a provider of insurance & financial planning solutions.

StashAway

Cognifyx

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Cognifyx is a cognitive and behavioural science company.

StashAway

Moneymax

Crunchbase Website Twitter Facebook Linkedin

Compare the best deals on car insurance, credit cards, and loans in the Philippines with Moneymax.

StashAway

Robowealth

Crunchbase Website Twitter Facebook Linkedin

Robowealth provides complete solutions for Robo-advisors and mutual funds investment.

StashAway

Hong Leong Bank

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Hong Leong Bank is a financial services industry.

StashAway

Asetku

Crunchbase Website Twitter Facebook Linkedin

Asetku is a mobile app for wealth and loans management.

StashAway

Weybridge Assets

Crunchbase Website Twitter Facebook Linkedin

Investment Solutions, Trade Execution & More

StashAway

PT. Putra Legendaris Indonesia

Crunchbase Website Twitter Facebook Linkedin

PT. Putra Legendaris Indonesia provides promotion services for economic development.

StashAway

KTBST Securities

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KTBST Securities offers securities brokerage, derivatives trading, investment banking, mutual funds, and wealth management.

StashAway

Manulife Holdings

Crunchbase Website Twitter Facebook Linkedin

Manulife Holdings is a provider of insurance & financial planning solutions

StashAway

Bondlinc

Crunchbase Website Twitter Facebook Linkedin

Bondlinc is Wealth Management solutions provider that is endorsed by the Private Wealth Management Association of Hong Kong (PWMA).

StashAway

OneAston

Crunchbase Website Twitter Facebook Linkedin

OneAston is Asian based financial IT services firm dedicated to the delivery of quality wealth management solutions.

StashAway

International Marketing Group

Crunchbase Website Twitter Facebook Linkedin

International Marketing Group is a financial educator that caters to the financial needs of individuals & families.

StashAway

Thanachart Capital

Crunchbase Website Twitter Facebook Linkedin

Thanachart Capital is an investment holding company that operates in commercial banking business, asset management business, and more.

StashAway

MBSB Bank Berhad

Crunchbase Website Twitter Facebook Linkedin

MBSB Bank Berhad renders financial, banking, wealth management, cards, deposit and investment services for businesses and consumers.

StashAway

CommSec

Crunchbase Website Twitter Facebook Linkedin

CommSec is a Financial Services company.

StashAway

Lion Global Investors

Crunchbase Website Twitter Facebook Linkedin

Lion Global Investors is a financial service firm that offers investment management, fixed income, asset management and wealth management.

StashAway

Via East West Capital

Crunchbase Website Twitter Facebook Linkedin

Blockchain Private Investment Firm. Real – World Asset Tokenized

StashAway

Jitta Wealth

Crunchbase Website Twitter Facebook Linkedin

Jitta Wealth is an asset management firm that provides investment analysis and services to individuals and businesses.

StashAway

MIDF

Crunchbase Website Twitter Facebook Linkedin

MIDF provides strategic advice & consulting on areas like Islamic finance, asset management, SME financing and investment banking.

StashAway

MoneyOwl

Crunchbase Website Twitter Facebook Linkedin

MoneyOwl is a finance and wealth management firm that provides financial plans, incorporating national schemes & fund management services.

StashAway

St. James’s Place Wealth Management Asia

Crunchbase Website Twitter Facebook Linkedin

St. James’s Place Wealth Management Asia provides financial services.

StashAway

AIA

Crunchbase Website Twitter Facebook Linkedin

AIA’s contributions have supported social and economic progress across Asia, providing essential financial protection.

StashAway

LU Global

Crunchbase Website Twitter Facebook Linkedin

LU Global offers mobile investment and wealth management platform.

StashAway

Swiss-Asia Financial Services

Crunchbase Website Twitter Facebook Linkedin

Swiss-Asia Financial Services offers wealth management, fund management and private banking services for B2B platform.

RF Fund Management

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A Monetary Authority of Singapore Registered Fund Management Company

StashAway

Asset Plus Fund Management

Crunchbase Website Twitter Facebook Linkedin

Asset Plus Fund Management is a financial services firm that deals with Mutual Fund, Private Fund, Wealth Management and Fund Management.

StashAway

Pure Market Broker

Crunchbase Website Twitter Facebook Linkedin

Pure Market is the new way of trading with extremely low market spreads, no requotes, Real STP and DMA, using the latest trading technology.

StashAway

smartfolios

Crunchbase Website Twitter Facebook Linkedin

Smartfolios is a financial and services company that specializes in advisory and investment tools that helps enterprises.

StashAway

Expense IQ

Crunchbase Website Twitter Facebook Linkedin

Expense IQ ultimate money manager app that combines an expense tracker, a budget planner, a checkbook register, integrated bills reminder.

StashAway

Barclays Wealth and Investment Management

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Barclays Wealth and Investment Management is a division of Barclays provides global financial services.

StashAway

Frontier Global Management LP

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Frontier Global Management LP is an investment office specializing in private and public equities primarily in the United States and China.

StashAway

Asia Plus Securities

Crunchbase Website Twitter Facebook Linkedin

Asia Plus Securities offers services and advice in trading, foreign investment, wealth management, borrowing and lending securities.

StashAway

Midasama

Crunchbase Website Twitter Facebook Linkedin

Midasama is an international financial platform, you can create a sustainable wealth pipeline to create endless indecent income.

StashAway

Paragon Capital Management Singapore

Crunchbase Website Twitter Facebook Linkedin

Paragon Capital Management Singapore delivers investment advisory, fund, asset, wealth, and portfolio management services.

StashAway

Timeliss

Crunchbase Website Twitter Facebook Linkedin

Timeliss is a late-life technology innovations company that brings health, wealth and legacy planning matters onto one platform.

StashAway

Candid Capital Management

Crunchbase Website Twitter Facebook Linkedin

Candid Capital Management is an Asian-focused multi-strategy investment management firm based in Singapore.

StashAway

Astignes Capital

Crunchbase Website Twitter Facebook Linkedin

Astignes Capital is an investment management firm that provides investment, consulting and other financial services.

StashAway

AR Capital

Crunchbase Website Twitter Facebook Linkedin

AR Capital is an independent fund management company that focuses on long-term returns for investors.

StashAway

MFC

Crunchbase Website Twitter Facebook Linkedin

MFC offers fund management and wealth advisory services.

StashAway

Sircured

Crunchbase Website Twitter Facebook Linkedin

Sircured is a FinTech company that provides wealth management services.

StashAway

New Wealth

Crunchbase Website Twitter Facebook Linkedin

New Wealth is a B2B FinTech provider that offers modular white-label solutions, for both end-investors & wealth management professionals.

StashAway

Atlas Society

Crunchbase Website Twitter Facebook Linkedin

Atlas is a society, venture capital and ESG community platform

StashAway

Opus Asset Management

Crunchbase Website Twitter Facebook Linkedin

Opus Asset Management is a investment management company.

StashAway

Traders.id

Crunchbase Website Twitter Facebook Linkedin

Traders.id is the world’s first trading plan platform for commodity futures market.

StashAway

AAM Advisory

Crunchbase Website Twitter Facebook Linkedin

AAM Advisory is a wealth management and financial advisory firm.

StashAway

Akita Investment Management

Crunchbase Website Twitter Facebook Linkedin

Akita Investment Management specializes in arbitrage trading and is a multi-strategy investment manager.

StashAway

MB Capital Management

Crunchbase Website Twitter Facebook Linkedin

MB Capital Management provides wealth and portfolio management services to individuals, trusts, and companies.

StashAway

JCube Capital Partners

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JCube Capital Partners offers investment research, wealth, and fund management services to investment managers and family offices.

StashAway

Paramitra Alfa Sekuritas

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Paramitra Alfa Sekuritas provides equity brokerage and asset management services.

StashAway

TRG Investama

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TRG Investama specializes in the investment, planning, management and operation of IT, telecom, energy and property segments.

StashAway

Rockwills

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Rockwills Group provides solutions and supports services in the areas of trusts and succession, and wealth management and distribution.

StashAway

ASIA WEALTH SECURITIES COMPANY LIMITED

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Asia Wealth Securities Company Limited is a company that providing comprehensive financial services.

StashAway

Covenant Capital

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Covenant Capital is a financial consultant that specializes in providing independent wealth management services.

StashAway

APS Asset Management

Crunchbase Website Twitter Facebook Linkedin

APS Asset Management is a financial solutions firm that offers public equity investments, wealth management & long-term capital allocation.

StashAway

SMSF Live

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SMSF Live is a team of Chartered Accountants and CPAs who are passionate about Self Managed Superannuation Funds.

StashAway

dollarDEX

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dollarDEX provides an affordable investment portfolio, retirement planning, and regular savings plan services.

StashAway

WealthUp

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WealthUp provides tools needed to help you make the financial and wealth management decisions.

StashAway

Creveling & Creveling Private Wealth Advisory

Crunchbase Website Twitter Facebook Linkedin

Creveling & Creveling Private Wealth Advisory provides investment strategies, insurance, financial planning & retirement planning services.

StashAway

Providend

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Providend provides wealth management, risk mitigation, investment management, and estate planning services.

StashAway

Summit Planners

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Summit Planners provides financial solutions such as estate planning, banking, consulting, wealth management, insurance and risk management.

StashAway

Global Financial Consultants

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Global Financial Consultants offers insurance protection, savings and investment management, education, and retirement planning services.

StashAway

PT OCBC Sekuritas Indonesia

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OCBC Sekuritas is a subsidiary of OCBC Bank, one of the financial services groups by assets in the highly-rated banks.

StashAway

Bueno.money

Crunchbase Website Twitter Facebook Linkedin

Bueno is like Klarna and Affirm, but for B2B. Get paid upfront, while your clients have the freedom to pay on a flexible schedule

StashAway

Trilake Partners

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Trilake Partners provides discretionary investment management, independent asset management, wealth management and advisory services.

StashAway

Credit Counselling Singapore

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Credit Counselling Singapore provides financial consulting and debt management services.

StashAway

Fintech Bank

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Fintech Bank is a multinational bank that offers wealth management and investment banking products and services.

StashAway

WealthMastery.asia

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WealthMastery.asia is a web portal that provides content in the areas of personal finance, investing, entrepreneurship, and wealth creation.

StashAway

River Valley Asset Management

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River Valley Asset Management is a financial services-based company.

StashAway

Infovesta

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Infovesta provides applications, capital market investments, strategic asset allocation, risk management, and consultation services.

StashAway

Asia Genesis Asset Management

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Asia Genesis Asset Management provides alternative investment results and solutions that exceed the client’s needs and expectations.

StashAway

Assetfort Wealth Management

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Assetfort Wealth Management provides wealth and fund management services to accredited investors in Asia Pacific.

StashAway

A2A Capital Management

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A2A Capital Management provides customized design, investments, property development, and wealth management services.

StashAway

Finexis Asset Management

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Finexis Asset Management offers investment management services.

StashAway

PT. Pacific 2000 Securities

Crunchbase Website Twitter Facebook Linkedin

PT. Pacific 2000 Securities is an online trading platform that provides investment and financial markets services.

StashAway

Timing And You

Crunchbase Website Twitter Facebook Linkedin

Timing And You primarily focuses on offering awareness of the looming SDC and guiding individuals to devastate from the financial crisis.

StashAway

Carrington RHT Wealth

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Carrington RHT Wealth is a provider of financial services.

StashAway

Pan Asia Advisors

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Pan Asia Advisors specializes in immigration for education and inheritance, asset allocation, wealth, and asset management services.

StashAway

Krungthai Zmico

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Krungthai Zmico provides trading, wealth management, financial, stocking, accounting, and consulting services.

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