Mark Fitz
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
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Kristal.AI develops a digital private wealth platform designed to make premium investments available to the masses.
StashAway
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StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors.
Akulaku
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Akulaku is a leading banking and digital finance platform in Southeast Asia.
Finhay
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Finhay is a wealth management platform that helps millennials micro-invest in mutual funds.
Bambu
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Bambu is a leading global provider of digital wealth technology for financial and technology industries.
AnFin
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AnFin is a fintech company building the most innovative products in the wealth management and brokerage space.
FINNOMENA
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FINNOMENA is a digital wealth management platform for investors and financial advisers.
Canopy
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Canopy is a financial data aggregation, visualization, analytics, and reporting platform.
WeInvest
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WeInvest enables individual investors to discover investment opportunities across real estate, mutual funds, and deposits.
Hugo Save
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Hugo is a digital account that helps you spend, save and invest, starting with gold.
LZVCPA
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LZVCPA Inc., provides Financial, Audit, Tax, IT, Telecom, Call Center, Legal, Advisory & Private Banking, including niches & crypto markets.
Wealth
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WEALTH is an online wealth services marketplace for investors powered by an innovative, award-winning digital platform
BetaSmartz
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Digital investment platform offering investment, administrative and operational solutions to financial institutions
Bank Maspion
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Bank Maspion conducts banking business, securities business, and other related businesses.
Icube
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Icube provides an opportunity for everyone to benefit from the appreciation of social wealth and enjoy a free, equal, private…
RHB Bank Berhad
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RHB Bank Berhad provides Credit Cards, Loans, Wealth Management, Deposits, Islamic Banking.
LUMIQ
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LUMIQ is a financial management company that specializes in the fields of wealth management, bionic advisor, B2B, and asset allocation.
Contemi Solutions
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Technology partner to financial industry, providing digital solutions for insurance, asset & wealth management, banking & capital markets.
Krung Thai Bank
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Krung Thai Bank provides commercial banking products and services to individuals and corporate customers primarily in Thailand.
Bento
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B2B2C Wealth Tech provider, bringing institutional grade portfolio construction in an awesome digital user journey to financial institutions
Torre Capital
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Torre Capital is a wealth platform offering institutional access to private opportunities for family offices and High Networth Investors
Manulife Singapore
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Manulife Singapore is a provider of insurance & financial planning solutions.
Cognifyx
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Cognifyx is a cognitive and behavioural science company.
Moneymax
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Compare the best deals on car insurance, credit cards, and loans in the Philippines with Moneymax.
Robowealth
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Robowealth provides complete solutions for Robo-advisors and mutual funds investment.
Hong Leong Bank
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Hong Leong Bank is a financial services industry.
Asetku
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Asetku is a mobile app for wealth and loans management.
Weybridge Assets
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Investment Solutions, Trade Execution & More
PT. Putra Legendaris Indonesia
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PT. Putra Legendaris Indonesia provides promotion services for economic development.
KTBST Securities
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KTBST Securities offers securities brokerage, derivatives trading, investment banking, mutual funds, and wealth management.
Manulife Holdings
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Manulife Holdings is a provider of insurance & financial planning solutions
Bondlinc
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Bondlinc is Wealth Management solutions provider that is endorsed by the Private Wealth Management Association of Hong Kong (PWMA).
OneAston
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OneAston is Asian based financial IT services firm dedicated to the delivery of quality wealth management solutions.
International Marketing Group
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International Marketing Group is a financial educator that caters to the financial needs of individuals & families.
Thanachart Capital
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Thanachart Capital is an investment holding company that operates in commercial banking business, asset management business, and more.
MBSB Bank Berhad
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MBSB Bank Berhad renders financial, banking, wealth management, cards, deposit and investment services for businesses and consumers.
Lion Global Investors
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Lion Global Investors is a financial service firm that offers investment management, fixed income, asset management and wealth management.
Via East West Capital
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Blockchain Private Investment Firm. Real – World Asset Tokenized
Jitta Wealth
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Jitta Wealth is an asset management firm that provides investment analysis and services to individuals and businesses.
MIDF
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MIDF provides strategic advice & consulting on areas like Islamic finance, asset management, SME financing and investment banking.
MoneyOwl
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MoneyOwl is a finance and wealth management firm that provides financial plans, incorporating national schemes & fund management services.
St. James’s Place Wealth Management Asia
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St. James’s Place Wealth Management Asia provides financial services.
AIA
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AIA’s contributions have supported social and economic progress across Asia, providing essential financial protection.
LU Global
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LU Global offers mobile investment and wealth management platform.
Swiss-Asia Financial Services
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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
Asset Plus Fund Management
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Asset Plus Fund Management is a financial services firm that deals with Mutual Fund, Private Fund, Wealth Management and Fund Management.
Pure Market Broker
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Pure Market is the new way of trading with extremely low market spreads, no requotes, Real STP and DMA, using the latest trading technology.
smartfolios
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Smartfolios is a financial and services company that specializes in advisory and investment tools that helps enterprises.
Expense IQ
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Expense IQ ultimate money manager app that combines an expense tracker, a budget planner, a checkbook register, integrated bills reminder.
Barclays Wealth and Investment Management
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Barclays Wealth and Investment Management is a division of Barclays provides global financial services.
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.
Asia Plus Securities
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Asia Plus Securities offers services and advice in trading, foreign investment, wealth management, borrowing and lending securities.
Midasama
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Midasama is an international financial platform, you can create a sustainable wealth pipeline to create endless indecent income.
Paragon Capital Management Singapore
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Paragon Capital Management Singapore delivers investment advisory, fund, asset, wealth, and portfolio management services.
Timeliss
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Timeliss is a late-life technology innovations company that brings health, wealth and legacy planning matters onto one platform.
Candid Capital Management
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Candid Capital Management is an Asian-focused multi-strategy investment management firm based in Singapore.
Astignes Capital
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Astignes Capital is an investment management firm that provides investment, consulting and other financial services.
AR Capital
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AR Capital is an independent fund management company that focuses on long-term returns for investors.
MFC
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MFC offers fund management and wealth advisory services.
Sircured
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Sircured is a FinTech company that provides wealth management services.
New Wealth
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New Wealth is a B2B FinTech provider that offers modular white-label solutions, for both end-investors & wealth management professionals.
Atlas Society
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Atlas is a society, venture capital and ESG community platform
Opus Asset Management
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Opus Asset Management is a investment management company.
Traders.id
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Traders.id is the world’s first trading plan platform for commodity futures market.
AAM Advisory
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AAM Advisory is a wealth management and financial advisory firm.
Akita Investment Management
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Akita Investment Management specializes in arbitrage trading and is a multi-strategy investment manager.
MB Capital Management
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MB Capital Management provides wealth and portfolio management services to individuals, trusts, and companies.
JCube Capital Partners
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JCube Capital Partners offers investment research, wealth, and fund management services to investment managers and family offices.
Paramitra Alfa Sekuritas
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Paramitra Alfa Sekuritas provides equity brokerage and asset management services.
TRG Investama
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TRG Investama specializes in the investment, planning, management and operation of IT, telecom, energy and property segments.
Rockwills
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Rockwills Group provides solutions and supports services in the areas of trusts and succession, and wealth management and distribution.
ASIA WEALTH SECURITIES COMPANY LIMITED
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Asia Wealth Securities Company Limited is a company that providing comprehensive financial services.
Covenant Capital
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Covenant Capital is a financial consultant that specializes in providing independent wealth management services.
APS Asset Management
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APS Asset Management is a financial solutions firm that offers public equity investments, wealth management & long-term capital allocation.
SMSF Live
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SMSF Live is a team of Chartered Accountants and CPAs who are passionate about Self Managed Superannuation Funds.
dollarDEX
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dollarDEX provides an affordable investment portfolio, retirement planning, and regular savings plan services.
WealthUp
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WealthUp provides tools needed to help you make the financial and wealth management decisions.
Creveling & Creveling Private Wealth Advisory
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Creveling & Creveling Private Wealth Advisory provides investment strategies, insurance, financial planning & retirement planning services.
Providend
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Providend provides wealth management, risk mitigation, investment management, and estate planning services.
Summit Planners
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Summit Planners provides financial solutions such as estate planning, banking, consulting, wealth management, insurance and risk management.
Global Financial Consultants
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Global Financial Consultants offers insurance protection, savings and investment management, education, and retirement planning services.
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.
Bueno.money
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Bueno is like Klarna and Affirm, but for B2B. Get paid upfront, while your clients have the freedom to pay on a flexible schedule
Trilake Partners
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Trilake Partners provides discretionary investment management, independent asset management, wealth management and advisory services.
Credit Counselling Singapore
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Credit Counselling Singapore provides financial consulting and debt management services.
Fintech Bank
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Fintech Bank is a multinational bank that offers wealth management and investment banking products and services.
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.
River Valley Asset Management
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River Valley Asset Management is a financial services-based company.
Infovesta
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Infovesta provides applications, capital market investments, strategic asset allocation, risk management, and consultation services.
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.
Assetfort Wealth Management
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Assetfort Wealth Management provides wealth and fund management services to accredited investors in Asia Pacific.
A2A Capital Management
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A2A Capital Management provides customized design, investments, property development, and wealth management services.
Finexis Asset Management
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Finexis Asset Management offers investment management services.
PT. Pacific 2000 Securities
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PT. Pacific 2000 Securities is an online trading platform that provides investment and financial markets services.
Timing And You
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Timing And You primarily focuses on offering awareness of the looming SDC and guiding individuals to devastate from the financial crisis.
Carrington RHT Wealth
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Carrington RHT Wealth is a provider of financial services.
Pan Asia Advisors
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Pan Asia Advisors specializes in immigration for education and inheritance, asset allocation, wealth, and asset management services.
Krungthai Zmico
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Krungthai Zmico provides trading, wealth management, financial, stocking, accounting, and consulting services.
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