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New Wealth, first-class WealthTech logo — Mobile-first personalized advice technology, available to bo...

New Wealth, first-class WealthTech

Mobile-first personalized advice technology, available to both end-investors & wealth management professionals

Founded 2018 Singapore Singapore 11 employees Non Equity Assistance Financial Services, Fintech +3

General Information

Company Name New Wealth, first-class WealthTech
Founded Year 2018
Location Singapore Singapore
Employees 11
Industries Financial Services, Fintech, Information Technology +2
Funding Stage Non Equity Assistance
Social

BounceWatch is an independent company data service, not affiliated with New Wealth, first-class WealthTech. To contact New Wealth, first-class WealthTech, visit newwealth.com.sg.

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About New Wealth, first-class WealthTech

New Wealth is a WealthTech startup based in Singapore, founded in 2018. The company offers modular white-label solutions to enhance the distribution of mutual funds and wealth management services for financial institutions. Their focus on behavioral design, data-driven personalization, and automated financial advice fosters digital engagement with end-clients and equips Relationship Managers with hybrid advisory tools. The company's Wealth Products Center, One-stop Client Wealth app, Sustainable Investing, and Wealth DataHub enable financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs. New Wealth's technology has been making significant strides in the APAC and EMEA regions, transforming organizational and customer experiences. The last investment, a Non Equity Assistance investment, was secured on 26 August 2021 with Tenity as the investor. New Wealth's focus on mobile-first personalized advice technology for both end-investors and wealth management professionals positions them as a promising player in the Financial Services, Fintech, Information Technology, Insurtech, and Wealth Management industries. With its innovative solutions and geographical reach, New Wealth presents an intriguing opportunity for venture capital consideration.

Business keywords: Wealth Management, White-label Solutions, Behavioral Design, Data-driven Personalization, Automated Financial Advice, Digital Engagement, Hybrid Advisory, Sustainable Investing, Mobile-first Technology, Cloud-based Solutions, APAC Region, EMEA Region, Mutual Funds, ESG Investing

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Non Equity Assistance Undisclosed 1
Tenity
Tenity
26 Aug 2021

New Wealth, first-class WealthTech Alternatives & Competitors

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New Wealth, first-class WealthTech vs
3rd-eyes analytics AG
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New Wealth, first-class WealthTech vs
ammonite
ammonite United Kingdom

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New Wealth, first-class WealthTech vs
Scripbox.com India Private Limited
Scripbox.com India Private Limited India

Helping people worry less about money since 2012.

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FAQ About New Wealth, first-class WealthTech

Mobile-first personalized advice technology, available to both end-investors & wealth management professionals
New Wealth, first-class WealthTech was founded in 2018.
New Wealth, first-class WealthTech is headquartered in Singapore.
New Wealth, first-class WealthTech operates in Financial Services, Fintech, Information Technology, Insurtech and Wealth Management. Its work centres on Wealth Management, White-label Solutions, Behavioral Design and Data-driven Personalization.
New Wealth, first-class WealthTech has approximately 11 employees.
New Wealth, first-class WealthTech has completed 1 funding round. The latest funding stage is Non Equity Assistance.
Top alternatives and competitors to New Wealth, first-class WealthTech include 3rd-eyes analytics AG, ammonite, Scripbox.com India Private Limited, Nucoro (acquired by Backbase), SageWealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
New Wealth, first-class WealthTech and 3rd-eyes analytics AG are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for New Wealth, first-class WealthTech, https://bouncewatch.com/company/new-wealth-first-class-wealthtech, updated 24 December 2024. When citing, please name BounceWatch and link this page.

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