Company Detail
New Wealth
Category
FinTech
Vertical
WealthTech
Company ID
201820845K
SFA Member
06/25
Business Model
B2B
Business Est.
Since 2018
Countries
Singapore (HQ), United Kingdom, Vietnam
FinTech Certified
06/23 (Expired)
Awards
Named in the (global) WealthTech100 list for the years 2021 and 2022
New Wealth is a B2B FinTech provider that offers modular white-label solutions, to boost the distribution of mutual funds and wealth management services.
Applying behavioral design, data-driven personalization and automated financial advice, our cloud-first solutions foster digital engagement with end-clients — and empower Relationship Managers with easy-to-use hybrid advisory.
Our modular platform helps financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs:
➊ NW 'Wealth Products Center' enables screening, discovering and analyzing of investment products on any device;➋ NW 'One-stop Client Wealth app' provides a mobile-first portal for high-touch customers;➌ NW 'Sustainable Investing' drives ESG awareness and mobilizes capital towards the 17 SDGs;➍ NW 'Wealth DataHub' powers digital wealth channels and investment data management.
Today, our technology is transforming organizations and customer experiences across APAC and EMEA regions.
Applying behavioral design, data-driven personalization and automated financial advice, our cloud-first solutions foster digital engagement with end-clients — and empower Relationship Managers with easy-to-use hybrid advisory.
Our modular platform helps financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs:
➊ NW 'Wealth Products Center' enables screening, discovering and analyzing of investment products on any device;➋ NW 'One-stop Client Wealth app' provides a mobile-first portal for high-touch customers;➌ NW 'Sustainable Investing' drives ESG awareness and mobilizes capital towards the 17 SDGs;➍ NW 'Wealth DataHub' powers digital wealth channels and investment data management.
Today, our technology is transforming organizations and customer experiences across APAC and EMEA regions.