Personal Finance Management

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fundMyLife is a web platform that intelligently connects users with right financial advisers based on their financial planning questions. Their proprietary algorithm ensures that users’ questions are matched with the most suitable financial adviser based on their specialisation. fundMyLife features adviser profiles and client reviews and to empower users to make sound financial decisions confidently.

Seedly is a Personal Finance Management platform where users can upload their bank or credit card statements to the site and get infographics of their finances.

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Dr Wealth was acquired by BigFatPurse Pte Ltd in June 2016, it is a web-based financial planning platform that aggregates data, monitors users? portfolio performance, analyzes markets, and manages the investment process. The platform allows the users to view and manage their investment portfolio, budget & expenses, insurance coverage, retirement plans on a single platform and optimize their returns.

HomePay is a mobile App that helps you manage money in household and allows kids, domestic helper or other dependents of users to spend money responsibly using HomePay MasterCard Prepaid cards

Kamdo is a mobile-first listing platform for pawn lending. The app allows users to browse profiles of local pawnbrokers, compare & negotiate offers, leave a review for a merchant, etc.

Miss Kaya is a part of Marvelstone Capita, a digital financial services provider for women in Asia focused on financial budgeting and portfolio management. The company offers robo advisory platform that allows high net worth investors to create own profile and builds an unique portfolio to reach their long-term financial goals. It also offers budgeting tools such as an e-wallet with a Miss Kaya debit card, which the company claims will help women transact seamlessly and remain financially responsible.It aims to simplify and demystify financial planning and wealth management for women and also serve as an all-in-one tool for budgeting, payments, and investing.

MoneyShop is a product of LocalAsia Pte, Ltd. It provides a platform that helps to compare and find relevant products and services in Southeast Asia in terms of credit, finance, and insurance. The website is inactive as of July 2017.

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Copernicus Gold enables anyone, anywhere, in a transparent and secure manner, to digitally acquire, save, store or use as payment, any amount of gold. Copernicus Gold operates a multi-currency cloud-based platform that enables the issue of an amount of digital gold, in any measure, which is represented by gold bullion that has been purchased in advance of the issue of digital gold and stored in Singapore.

PRODUCTS & SERVICES:

The company issues digital gold or money that is linked to a physical store of gold, which enables anyone, anywhere to acquire and save digital gold that can be redeemed for physical gold at a retail store, or used to make payments online. Currently, digital gold is redeemable at retail stores in Singapore for gold coins or gold jewelry. Copernicus Gold is a platform for issuance and circulation of electronic currencies developed on the basis of the blockchain technology. From the very beginning of its development, the project was designed to feature an open API (https://github.com/copernicusgold/api) and has been functioning as a Bank-as-a-Service allowing to accomplish the tasks of holding wallets (accounts) in different currencies, assets (including a currency linked to physical gold bullion), with the purpose of investments, carry out conversions with market spreads between such wallets, as well as carry out transfers between its users. Its clients are both individuals and corporate entities.

BillPin is an app that enables users to track shared expenses and bills on the web in real time.

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Quantifeed’s automated investment platform allows financial institutions to offer advisors and customers a digital wealth management experience under their own brand. Quantifeed’s software and financial models provide banks, brokers, wealth planners and insurance companies with a configurable solution to suit their wealth management objectives. Firms can reach hundreds of thousands of consumers quickly and economically. The platform hosts portfolios of stocks, funds and other asset classes across all major global markets. Investing solutions can be based on risk assessment, life goals and thematic ideas. Quantifeed offers a library of portfolios for asset allocation, thematic investments and other trading strategies.

The company was founded by former investment banking executives Alex Ypsilanti, CEO, and Ross Milward, CTO, in Hong Kong in 2013.

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With a combination of experts from Finance, Design, technology and international cooperation, RootAnt empowers global financial institutions to transform to a cross-platform, easy to use and user-friendly financial platform with applications & services that improve end user experience, solving the global pain point. RootAnt cooperates with clients and partners in more than 10 countries.

Prosperity Financial Services simulates financial goals graphically and interactively. By dragging and dropping icons in the simulation area, visitors can perform various simulations depicting different scenarios customized to their personal situation.

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BankBazaar is a neutral online marketplace for financial products. The company offers a platform for consumers to discover, compare and directly apply for financial products such as credit cards and loans.

PiSight is a personal financial management tool that securely consolidates data from user’s bank accounts, investments, credit cards, loyalty program, etc. PiMoney uses customer spending data to help in budgeting and managing finances. It automatically sorts spending into intuitive categories such as shopping, phone bills, utility bills, and groceries.

Hektor is a personal financial assistant who helps in budgeting and saving money. It uses artificial intelligence to automate and facilitate savings.

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FNZ is a wealth management end to end digital platform service provider. Full business process outsourcing including software, infrastructure and investment operations.

LoanOwl offers a comparison software which works with banks and accredited lenders to provide updated rates provided by them. It provides services for personal, SME, education, and mortgage loans.

Principle Partners is a specialist in buy-side executive search with a focus on Asset Management, Private Equity, Hedge Funds, Technology Companies and Wealth Management.

Our consultants have been consistently ranked in the Top 5 in industry client polls in the last decade. We have worked on mandates across all levels from Analysts to the Head of Asia Pacific and have built a strong reputation for integrity and intimate knowledge of the markets.

We are Asian specialists with strong local roots and network. We are proud of our Asian heritage and are able to source and access the best talent in the Asian market and Asian returnees in the US and Europe.

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DIYInsurance (Do It Your way Insurance) is Singapore’s First Life Insurance Comparison Web Portal launched in June 2014. We exist for one sole purpose: to empower you to make informed decisions about your insurance purchases based on no one’s agenda except your own.

Backed by key people with almost 2 decades of experience, we are committed to benefit you with the most honest, independent and competent advice. We do this by sharing objective product comparisons and knowledge on the right approach to insurance planning.

Understanding that commissions may create a conflict of interest in advice, all DIYInsurance staff are salaried-based and not commissions-based. Get greater cost savings as we rebate 50% of the commissions back to you and compare a wide range of products for your Protection, Savings and Retirement Income needs from various insurance companies.

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