Personal Finance Management
Syfe is a MAS-licensed Wealth Manager offering professionally managed portfolios for everyone.
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.
Our company is founded in 2018 by experts from computer security, blockchain and digital currencies’ industry. CYBAVO’s growing team is composed of expert developers and researchers with solid experience in the security and cryptocurrency fields. CYBAVO has offices in Singapore and Taipei.
Lumiq is a comprehensive wealth management platform that automates smart asset allocation, optimisation and tracking.
We provide institutional grade tools that cover investment risk, return and probability of loss, and make it easy for advisors to track goals – for portfolios or a person’s life goals.
Seedly is a personal finance discovery platform that aims to help people make smarter decisions
imple2Trade is a SaaS platform that helps capital markets industry players
BTO developed a solution that upgrades financial planning to become holistic life-planning.
SmartLoans was rebranded as MoneySmart in 2012. It is a platform that helps Singaporeans make better financial decisions through a suite of tools and financial content. The company offers financial products that allow users to compare and apply for different credit cards and personal and home loans, as well as insurance plans.
GoodWhale was created to make financial literacy inclusive and easily accessible to all.
The GoodWhale application aims to empower everyday people to understand stocks in a fun and simple way. Through its fun and engaging platform, users can expect to research and understand their investments in a simple yet comprehensive manner while levelling up their skills through fun content.
Shenton Brokers is a marketplace to compare and buy insurance policies, all commission-free.
GoalsMapper™️ is the first fintech / insurtech company in Singapore with the vision to redefine financial planning, through its real-time, scenario-based and customer-facing financial planning software.
GoalsMapper™️ leverage on smart technology to allow advisers to take in consumer’s financial information and present them in simple-to-understand and powerful charts. Because information, scenarios and recommendations are continuously computed in the background, consultants and consumers can focus their time on more effective discussions and better planning experience.
Furthermore, the high detailed and accuracy of the GoalsMapper™️ charts allows consultants to assist clients to plan out multiple financial goals and multiple life scenarios to ensure that they are prepared for their financial future and make smarter financial decisions.
GoalsMapper™️ is committed to the digitalization of the financial advisory industry. At the same time, we believe this is still a people-centric industry. By empowering the financial consultants with a powerful planning and client-facing solution, it increases their professionalism, value offering and credibility to the client.
Visit https://www.GoalsMapper.com to know us more.
additiv is a Swiss Fintech company that was established in 1998 and today is the leading provider in the field of digitalization of wealth management. With offices in Switzerland, Singapore, Frankfurt and Nairobi and development centers in Switzerland, Romania and Ukraine, customers we work with our clients around the globe. An ecosystem with a fine selection of renowned and globally operating technology partners and service providers.
additiv a digital transformation think tank with highly skilled and experienced financial industry and technology professionals. The passionate team of Strategists, Product Managers, IT and Finance Experts and UX Designers shares a common ambition: Redesign and drive the future of financial services.
additiv’s Digital Finance Software-as-a-Service is based on its modular, cloud-based Digital Finance Suite (“DFS”) orchestrator platform and allows financial institutions to deploy class-leading client advisory, servicing and expert tools in wealth and asset management, fully omnichannel for the digitalization of new and existing business segments.
Today clients around the globe from large international banks, insurances and asset managers to local retail banks, trading houses and fintechs (wealthtech, insurtech, ecosystems) are powered by additiv’s solutions.
For more information please visit https://additiv.com/
Barclays is a transatlantic Consumer, Corporate and Investment Bank.
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 (Singapore) Ltd is an independent trust company duly licensed by the Monetary Authority of Singapore under Trust Companies Act (Cap 336).
Quantyr Smart growth’s strategy is based on the fact that most companies tend to see growth as the ultimate goal for their future.
However, what matters for investors in the long term is profitable growth.
Therefore the Quantyr Smart Growth’s strategy looks to select companies that have been able in the past to deliver positive Economic Profit growth for their shareholders as well as positive Free Cash Flow on a sustainable basis.
We also look at Valuation and future Free Cash Flow and EPS growth.
The weight of Stocks is equally weighted among the companies which satisfy Quantyr Smart Growth criteria in its domestic market.
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.
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.