Prive Technologies

FOUNDING YEAR: 2011
LOCATION: Hong Kong
Last Update: 17/07/2020

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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.

MEDICI Analysis

company provided insights

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.

People

FOUNDERS

Charles Wong

Julian Schillinger

NUMBER OF EMPLOYEES

101-250

INVESTORS:

Credit Suisse

Samsung Ventures

Momentum

FUNDED

YES

NUMBER OF FUNDING ROUNDS

1

DATE OF LAST FUNDING

Dec 2018

IPO STATUS

Private

FUNDING SERIES

SERIES A  · ---  · Dec 2018

LISTED

NO

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

1,259

AVERAGE VISITS (6 MONTHS)

1,300.73

MONTHLY VISITS GROWTH

17.72%

VISIT DURATION

84

VISIT DURATION GROWTH

105.32%

PAGE VIEWS VISIT

2.64

PAGE VIEWS VISIT GROWTH

92.03%

BOUNCE RATE

33.43%

BOUNCE RATE GROWTH

-31.49%

GLOBAL TRAFFIC RANK

4,998,193

MONTHLY RANK CHANGE

-4,705,602

MONTHLY RANK GROWTH

-48.49%

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Prive Technology

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.

People

NUMBER OF EMPLOYEES

11-50

BOARD MEMBERS AND ADVISORS:

Medhy Souidi, Aashi Morakhiya

Momentum

FUNDED

YES

FUNDING COMPLETED

NO

LISTED

NO