Personal Finance Management

Rating
Featured/Unfeatured
Claimed/Unclaimed
download-220190318201653.jpeg

Our goal has always been to maximise our reach out to people with financial planning needs. We have created a brand that strives for excellence and we hope to increase our staff strength by 30% this year. Further down the road, we would like to be more involved in creating an ideal platform for education that would benefit the younger generation in the long run. Our Organisation also aims to bring about overall wellness through the focus on health and fitness. Family bonding is also greatly valued that would bring people closer together to their loved ones. Through genuinely caring for people, we bring them endless rewards and fulfilment that would benefit them for a lifetime.

Pacific Trustees-01.png

Pacific Trustees (Singapore) Ltd is an independent trust company duly licensed by the Monetary Authority of Singapore under Trust Companies Act (Cap 336).

1280x720-00001.jpg

Youtap is a financial services, merchant services aggregator, and mobile payment processing company based in Singapore. Youtap provides partners with secure, transparent peer-to-peer financial services utilizing traditional and distributed ledger processing to provide an interoperable layer between financial institutions, payment providers and other companies providing financial services to merchants and consumers.

cropped-Shenton-brokers-white-bg-AP-4.png

Shenton Brokers is a marketplace to compare and buy insurance policies, all commission-free.

dfb1a1_4bc78432bac046c886c51b325e1ab4c8_mv2.jpeg

Engee Advisors is a Singapore based boutique consultancy focusing on the Fintech, Wealth Management, Private Banking and Asset Management space.
Provide clients with solutions that are based on a Deep-Dive into the problem; Executable, and solve the core business problem.

0 (1).png

Arca Property Risk Management a property risk transfer platform.

BB-mark.jpg

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.

logoblue20191129152535.png

Syfe is a MAS-licensed Wealth Manager offering professionally managed portfolios for everyone.

0 (2).png

Moneytree is a fintech company based in Japan. It was founded in 2012 when the founders identified a need for consumers and small businesses to have seamless access to their financial data. That vision was transformed into Moneytree, a personal finance management app (PFM) launched in 2013, that went on to win Apple’s app of the year two years in a row.

Euro Asia Alternative provides alternative investments sourcing, platform, consultation and services.

LoanOwl.png

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.

360flogoupdatedredcmyk-400x20320191202144611.jpg

360F enables data-driven and scalable advisory in life insurance and wealth management with intelligent automation and scientific engagement.

Its flagship 360-ProVestment® is the world’s first-ever A.I product recommendation engine for life protection and wealth management needs, enabling advisors and agents to help their customers achieve the optimal financial well-being.

DrWealth.png

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.

The New Savvy.jpg

The New Savvy is an online financial guide and career tips platform for women based out of Singapore. The portal publishes content for women related to their finances and careers.

Dragon Wealth.png

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.

Carrott Logo.JPG

Carrott is a micro-savings app for retirement savings (superannuation). Let’s #StopLazyCash together! For more information, visit http://www.carrottslc.com/sg

 

Miss Kaya.png

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.

EnjoyCompare.png

EnjoyCompare is an online platform to compare different financial products such as loans, credit cards and insurances. It has added the feature of comparing the broadband plans also.

cropped-CLA-Global-TS-Logo_no-background.png

About CLA Global
CLA Global Limited (CLA Global) is a worldwide organisation of independent accounting and advisory firms. CLA Global member firm professionals provide audit, accounting, tax, and advisory services to help guide organisations and individuals through the increasingly complex global business and financial environment. For more information, visit CLAglobal.com.

About CLA Global TS (formerly Nexia TS)
Founded in 1993, CLA Global TS (formerly known as Nexia T.S.), is an award-winning Asia-Centred Business Advisor. An independent member firm of CLA Global Network, CLA Global TS provides a full spectrum of professional services including, but not limited to Assurance & IPO Reporting, Tax, Risk Advisory, Valuation, Insolvency & Restructuring, Sustainability & Climate Change Advisory and more. For more information, visit CLA-TS.com.

 

Showing 21 - 40 of 57 results