Prive Financial

wealthtech-retailother investments platform

FOUNDING YEAR: 2011
LOCATION: Hong Kong
Last Update: 09/07/2020

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About

Prive Financial provides an online platform that offers a comprehensive set of wealth management, asset allocation, and product structuring tools for advisors, wealth managers, and clients. It enables to automatically generate and execute securities across global markets on multiple asset classes.

Focus

PRODUCTS & SERVICES

The solutions include: Digital Engagement :- It provides technology soultions to engage user's clients and advisors. It helps them to find new customers and also connects with the existing customers. Digital Advice :- It provides them the soltions like Risk Profiling, AI Portfolio Construction, Goal-based wealth planning, Investment Explorer, Portfolio Proposal & Comparison etc. Digital Portfolio Management :- It helps them to construct and rebuild portfolios. It provides CRM & Document Management. Digital Operations :- It provides Digital Onboarding, Workflows, Fee & Commission Management and Text-To-Speech features.

REVENUE MODEL

The company follows SaaS based revenue model.

COMMENT

Prive Financial is licensed by the Securities and Futures Commission to deal in securities.

Traction

TRACTION COMMENT:

Prive Financial aim is to provide a cutting edge investment solutions to investors - both to the mass affluent and directly to institutions through a tailored consultative service.

People

FOUNDERS

Annette King

Mark Wales

Charles Wong

Julian Schillinger

BOARD MEMBERS AND ADVISORS

Steve Tsu-Wei Yang

NUMBER OF EMPLOYEES

11-50

KEY EMPLOYEES:

Charles Wong(CEO)

Charles Wong(CEO); Julian Schillinger(CTO); Steve Tsu-Wei Yang(CFA)

company provided insights

Momentum

FUNDED

NO

LISTED

NO

Innovation Programs

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