Dragon Wealth

wealthtech-retailother investments platform

FOUNDING YEAR: 2013
LOCATION: Singapore
Last Update: 19/01/2021

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About

Dragon Wealth offers the worlds first marketing in a box designed specifically for financial advisors to connect more easily and more often to new and current investors. Dragon Wealths one stop online marketing shop includes FAConnect - an app connecting FAs to current and new investors, featuring a suite of automated, tailored marketing campaigns targeting new and current investors, and INVESTO - an app for investors which provides 24/7 access to their portfolio, news and new products, and importantly connects investors to financial advisors in a way that saves time and money. As Asias new business accelerator for the financial advisory industry, multi-award winning Dragon Wealth has been hailed as the leading technology for the rapidly-expanding Asian financial advisory. Its technology is helping the 250,000 financial advisors in AsiaPac to increase sales and acquire more investors.

MEDICI Analysis

Dragon Wealth is a financial technology company focused on solutions that enable financial institutions to deliver wealth management advice that matters to their clients,Dragon Wealth’s technology, leverages the latest in social, mobile, analytics and cloud solutions to provide at-a-glance insight on clients’ investment behavior, peer group comparisons, and expert information, enabling relationship managers and their clients to have transparent conversations about clients’ investment needs.

Focus

PRODUCTS & SERVICES

Wealth Management Advice

MAIN CLIENTS

Online marketing shop and financial advisors

EXISTING PARTNERSHIPS

8KMiles Software Services

Traction

VALUATION / MARKET CAP:

$110 K in 2015

COMPANY TYPE:

For Profit

ACTIVE USERS:

250.0000

ACTIVE USERS COMMENT:

Its technology is helping the 250,000 financial advisors in AsiaPac to increase sales and acquire more investors.

People

FOUNDERS

Bert-Jan van Essen

NUMBER OF EMPLOYEES

1-10

INVESTORS:

Startupbootcamp

Startupbootcamp FinTech Singapore

Momentum

FUNDED

NO

NUMBER OF FUNDING ROUNDS

1

TOTAL FUNDING

$15.9 K

DATE OF LAST FUNDING

Apr 2015

IPO STATUS

Private

ESTIMETED REVENUE RANGE

$1M to $10M

SEED & PRIOR FUNDING

$15.9 K

SEED CLOSED ON

Apr 2015

LISTED

NO

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

90

AVERAGE VISITS (6 MONTHS)

15.09

MONTHLY VISITS GROWTH

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VISIT DURATION

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VISIT DURATION GROWTH

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PAGE VIEWS VISIT

1

PAGE VIEWS VISIT GROWTH

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BOUNCE RATE

100%

BOUNCE RATE GROWTH

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GLOBAL TRAFFIC RANK

23,442,507

MONTHLY RANK CHANGE

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MONTHLY RANK GROWTH

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Innovation Programs

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