About Us

Who We Are

We're Making Wealth Personal

adjective. private [adjective] of, for, or belonging to, one person or group, not to the general public.

What we stand for

Our Mission

We believe that everyone, regardless of their socioeconomic status, deserves to have access to robust financial planning services. That is why it is our mission to build a wealth management platform that can be used by financial institutions to provide high quality wealth management to all client segments at low cost.



Successful Projects


Years Operating


Offices Globally



Global Employees



Our Values

The core values behind our work

Client Centric

Core Value

We need to build features which are best for our client and product and add value across clients. That’s the default decision we take.

Maximise Assets

Core Value

We seek to maximize the assets managed on the platform.

Learn & Grow

Core Value

We are FinTech. That is Fin and Tech. We may not always know everything about the other side, but we all need to learn.

Disagree, Then Commit

Core Value

It's ok to disagree and debate, but once a decision is made we all need to commit and move in the same direction.

Our Team

Meet the team of experts

Meet our team with decades of combined experience.

Chairman & Co-Founder
CEO & Co-Founder
Chief Financial Officer
Chief Revenue Officer, APAC
Chief Technology Officer
Chief Solutions Officer
Chief Product Officer
Chief Information Security Officer
6 Global Locations

Get in touch with us today at any of our 6 global offices

Hong Kong

23/F, Arion Commercial Centre
2 Queens Road West
Sheung Wan, Hong Kong


#14-10, 96 Robinson Road,
Singapore 068899

Kuala Lumpur

12th Floor, Menara Symphony,
No. 5 Jalan Prof. Khoo Kay Kim,
Seksyen 13,
Petaling Jaya,Selangor


Suite 5, 3/F, 158 Songjiang Road, Zhongshan District, Taipei City


Wollzeile 1-3
3. St.
Top 3.11010 Vienna


Gotzinger Straße 52f
81371 Munich

Contact Us