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
Top Southeast Asia Wealth Management Startups
Data sourced from Crunchbase and SemRush.
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
Crunchbase Website Twitter Facebook Linkedin
StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors.
Akulaku
Crunchbase Website Twitter Facebook Linkedin
Akulaku is a leading banking and digital finance platform in Southeast Asia.
Finhay
Crunchbase Website Twitter Facebook Linkedin
Finhay is a wealth management platform that helps millennials micro-invest in mutual funds.
Bambu
Crunchbase Website Twitter Facebook Linkedin
Bambu is a leading global provider of digital wealth technology for financial and technology industries.
AnFin
Crunchbase Website Twitter Facebook Linkedin
AnFin is a fintech company building the most innovative products in the wealth management and brokerage space.
FINNOMENA
Crunchbase Website Twitter Facebook Linkedin
FINNOMENA is a digital wealth management platform for investors and financial advisers.
Canopy
Crunchbase Website Twitter Facebook Linkedin
Canopy is a financial data aggregation, visualization, analytics, and reporting platform.
WeInvest
Crunchbase Website Twitter Facebook Linkedin
WeInvest enables individual investors to discover investment opportunities across real estate, mutual funds, and deposits.
Hugo Save
Crunchbase Website Twitter Facebook Linkedin
Hugo is a digital account that helps you spend, save and invest, starting with gold.
LZVCPA
Crunchbase Website Twitter Facebook Linkedin
LZVCPA Inc., provides Financial, Audit, Tax, IT, Telecom, Call Center, Legal, Advisory & Private Banking, including niches & crypto markets.
Wealth
Crunchbase Website Twitter Facebook Linkedin
WEALTH is an online wealth services marketplace for investors powered by an innovative, award-winning digital platform
BetaSmartz
Crunchbase Website Twitter Facebook Linkedin
Digital investment platform offering investment, administrative and operational solutions to financial institutions
Bank Maspion
Crunchbase Website Twitter Facebook Linkedin
Bank Maspion conducts banking business, securities business, and other related businesses.
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…
RHB Bank Berhad
Crunchbase Website Twitter Facebook Linkedin
RHB Bank Berhad provides Credit Cards, Loans, Wealth Management, Deposits, Islamic Banking.
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.
Contemi Solutions
Crunchbase Website Twitter Facebook Linkedin
Technology partner to financial industry, providing digital solutions for insurance, asset & wealth management, banking & capital markets.
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.
Bento
Crunchbase Website Twitter Facebook Linkedin
B2B2C Wealth Tech provider, bringing institutional grade portfolio construction in an awesome digital user journey to financial institutions
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
Manulife Singapore
Crunchbase Website Twitter Facebook Linkedin
Manulife Singapore is a provider of insurance & financial planning solutions.
Cognifyx
Crunchbase Website Twitter Facebook Linkedin
Cognifyx is a cognitive and behavioural science company.
Moneymax
Crunchbase Website Twitter Facebook Linkedin
Compare the best deals on car insurance, credit cards, and loans in the Philippines with Moneymax.
Robowealth
Crunchbase Website Twitter Facebook Linkedin
Robowealth provides complete solutions for Robo-advisors and mutual funds investment.
Hong Leong Bank
Crunchbase Website Twitter Facebook Linkedin
Hong Leong Bank is a financial services industry.
Asetku
Crunchbase Website Twitter Facebook Linkedin
Asetku is a mobile app for wealth and loans management.
Weybridge Assets
Crunchbase Website Twitter Facebook Linkedin
Investment Solutions, Trade Execution & More
PT. Putra Legendaris Indonesia
Crunchbase Website Twitter Facebook Linkedin
PT. Putra Legendaris Indonesia provides promotion services for economic development.
KTBST Securities
Crunchbase Website Twitter Facebook Linkedin
KTBST Securities offers securities brokerage, derivatives trading, investment banking, mutual funds, and wealth management.
Manulife Holdings
Crunchbase Website Twitter Facebook Linkedin
Manulife Holdings is a provider of insurance & financial planning solutions
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).
OneAston
Crunchbase Website Twitter Facebook Linkedin
OneAston is Asian based financial IT services firm dedicated to the delivery of quality wealth management solutions.
International Marketing Group
Crunchbase Website Twitter Facebook Linkedin
International Marketing Group is a financial educator that caters to the financial needs of individuals & families.
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.
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.
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.
Via East West Capital
Crunchbase Website Twitter Facebook Linkedin
Blockchain Private Investment Firm. Real – World Asset Tokenized
Jitta Wealth
Crunchbase Website Twitter Facebook Linkedin
Jitta Wealth is an asset management firm that provides investment analysis and services to individuals and businesses.
MIDF
Crunchbase Website Twitter Facebook Linkedin
MIDF provides strategic advice & consulting on areas like Islamic finance, asset management, SME financing and investment banking.
MoneyOwl
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
St. James’s Place Wealth Management Asia provides financial services.
AIA
Crunchbase Website Twitter Facebook Linkedin
AIA’s contributions have supported social and economic progress across Asia, providing essential financial protection.
LU Global
Crunchbase Website Twitter Facebook Linkedin
LU Global offers mobile investment and wealth management platform.
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
Crunchbase Website Twitter Facebook Linkedin
A Monetary Authority of Singapore Registered Fund Management Company
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.
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.
smartfolios
Crunchbase Website Twitter Facebook Linkedin
Smartfolios is a financial and services company that specializes in advisory and investment tools that helps enterprises.
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.
Barclays Wealth and Investment Management
Crunchbase Website Twitter Facebook Linkedin
Barclays Wealth and Investment Management is a division of Barclays provides global financial services.
Frontier Global Management LP
Crunchbase Website Twitter Facebook Linkedin
Frontier Global Management LP is an investment office specializing in private and public equities primarily in the United States and China.
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.
Midasama
Crunchbase Website Twitter Facebook Linkedin
Midasama is an international financial platform, you can create a sustainable wealth pipeline to create endless indecent income.
Paragon Capital Management Singapore
Crunchbase Website Twitter Facebook Linkedin
Paragon Capital Management Singapore delivers investment advisory, fund, asset, wealth, and portfolio management services.
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.
Candid Capital Management
Crunchbase Website Twitter Facebook Linkedin
Candid Capital Management is an Asian-focused multi-strategy investment management firm based in Singapore.
Astignes Capital
Crunchbase Website Twitter Facebook Linkedin
Astignes Capital is an investment management firm that provides investment, consulting and other financial services.
AR Capital
Crunchbase Website Twitter Facebook Linkedin
AR Capital is an independent fund management company that focuses on long-term returns for investors.
MFC
Crunchbase Website Twitter Facebook Linkedin
MFC offers fund management and wealth advisory services.
Sircured
Crunchbase Website Twitter Facebook Linkedin
Sircured is a FinTech company that provides wealth management services.
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.
Atlas Society
Crunchbase Website Twitter Facebook Linkedin
Atlas is a society, venture capital and ESG community platform
Opus Asset Management
Crunchbase Website Twitter Facebook Linkedin
Opus Asset Management is a investment management company.
Traders.id
Crunchbase Website Twitter Facebook Linkedin
Traders.id is the world’s first trading plan platform for commodity futures market.
AAM Advisory
Crunchbase Website Twitter Facebook Linkedin
AAM Advisory is a wealth management and financial advisory firm.
Akita Investment Management
Crunchbase Website Twitter Facebook Linkedin
Akita Investment Management specializes in arbitrage trading and is a multi-strategy investment manager.
MB Capital Management
Crunchbase Website Twitter Facebook Linkedin
MB Capital Management provides wealth and portfolio management services to individuals, trusts, and companies.
JCube Capital Partners
Crunchbase Website Twitter Facebook Linkedin
JCube Capital Partners offers investment research, wealth, and fund management services to investment managers and family offices.
Paramitra Alfa Sekuritas
Crunchbase Website Twitter Facebook Linkedin
Paramitra Alfa Sekuritas provides equity brokerage and asset management services.
TRG Investama
Crunchbase Website Twitter Facebook Linkedin
TRG Investama specializes in the investment, planning, management and operation of IT, telecom, energy and property segments.
Rockwills
Crunchbase Website Twitter Facebook Linkedin
Rockwills Group provides solutions and supports services in the areas of trusts and succession, and wealth management and distribution.
ASIA WEALTH SECURITIES COMPANY LIMITED
Crunchbase Website Twitter Facebook Linkedin
Asia Wealth Securities Company Limited is a company that providing comprehensive financial services.
Covenant Capital
Crunchbase Website Twitter Facebook Linkedin
Covenant Capital is a financial consultant that specializes in providing independent wealth management services.
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.
SMSF Live
Crunchbase Website Twitter Facebook Linkedin
SMSF Live is a team of Chartered Accountants and CPAs who are passionate about Self Managed Superannuation Funds.
dollarDEX
Crunchbase Website Twitter Facebook Linkedin
dollarDEX provides an affordable investment portfolio, retirement planning, and regular savings plan services.
WealthUp
Crunchbase Website Twitter Facebook Linkedin
WealthUp provides tools needed to help you make the financial and wealth management decisions.
Creveling & Creveling Private Wealth Advisory
Crunchbase Website Twitter Facebook Linkedin
Creveling & Creveling Private Wealth Advisory provides investment strategies, insurance, financial planning & retirement planning services.
Providend
Crunchbase Website Twitter Facebook Linkedin
Providend provides wealth management, risk mitigation, investment management, and estate planning services.
Summit Planners
Crunchbase Website Twitter Facebook Linkedin
Summit Planners provides financial solutions such as estate planning, banking, consulting, wealth management, insurance and risk management.
Global Financial Consultants
Crunchbase Website Twitter Facebook Linkedin
Global Financial Consultants offers insurance protection, savings and investment management, education, and retirement planning services.
PT OCBC Sekuritas Indonesia
Crunchbase Website Twitter Facebook Linkedin
OCBC Sekuritas is a subsidiary of OCBC Bank, one of the financial services groups by assets in the highly-rated banks.
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
Trilake Partners
Crunchbase Website Twitter Facebook Linkedin
Trilake Partners provides discretionary investment management, independent asset management, wealth management and advisory services.
Credit Counselling Singapore
Crunchbase Website Twitter Facebook Linkedin
Credit Counselling Singapore provides financial consulting and debt management services.
Fintech Bank
Crunchbase Website Twitter Facebook Linkedin
Fintech Bank is a multinational bank that offers wealth management and investment banking products and services.
WealthMastery.asia
Crunchbase Website Twitter Facebook Linkedin
WealthMastery.asia is a web portal that provides content in the areas of personal finance, investing, entrepreneurship, and wealth creation.
River Valley Asset Management
Crunchbase Website Twitter Facebook Linkedin
River Valley Asset Management is a financial services-based company.
Infovesta
Crunchbase Website Twitter Facebook Linkedin
Infovesta provides applications, capital market investments, strategic asset allocation, risk management, and consultation services.
Asia Genesis Asset Management
Crunchbase Website Twitter Facebook Linkedin
Asia Genesis Asset Management provides alternative investment results and solutions that exceed the client’s needs and expectations.
Assetfort Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Assetfort Wealth Management provides wealth and fund management services to accredited investors in Asia Pacific.
A2A Capital Management
Crunchbase Website Twitter Facebook Linkedin
A2A Capital Management provides customized design, investments, property development, and wealth management services.
Finexis Asset Management
Crunchbase Website Twitter Facebook Linkedin
Finexis Asset Management offers investment management services.
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.
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.
Carrington RHT Wealth
Crunchbase Website Twitter Facebook Linkedin
Carrington RHT Wealth is a provider of financial services.
Pan Asia Advisors
Crunchbase Website Twitter Facebook Linkedin
Pan Asia Advisors specializes in immigration for education and inheritance, asset allocation, wealth, and asset management services.
Krungthai Zmico
Crunchbase Website Twitter Facebook Linkedin
Krungthai Zmico provides trading, wealth management, financial, stocking, accounting, and consulting services.