Dragon Wealth

wealthtech-retailother investments platform

STATUS: Closed
FOUNDING YEAR: 2013
LOCATION:
Last Update: 05/07/2020

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About

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

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

Startupbootcamp

Startupbootcamp FinTech Singapore

Startupbootcamp FinTech Singapore

Momentum

FUNDED

YES

TOTAL FUNDING

$15 K

DATE OF LAST FUNDING

Apr 2015

SEED & PRIOR FUNDING

$15 K

LISTED

NO

Innovation Programs

BASICS

STATUS:

Closed

FOUNDING YEAR:

2013

LOCATION:

Views:

263 VISITORS | 413 VIEWS
LATEST FUNDING ROUND

$15 K

TOTAL EMPLOYEES
1-10

About

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.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
Traction+
People+
Other+

Innovation Programs

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