New Wealth

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New Wealth is a B2B WealthTech provider that offers modular white-label solutions, to boost the distribution of mutual funds and wealth management services.

Applying behavioral design, data-driven personalization and automated financial advice, our cloud-first solutions foster digital engagement with end-clients — and empower Relationship Managers with easy-to-use hybrid advisory.

Our modular platform helps financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs:

➊ NW ‘Wealth Products Center’ enables screening, discovering and analyzing investment products on any device;

➋ NW ‘Sustainable Investing’ drives ESG awareness and mobilizes capital towards the 17 SDGs;

➌ NW ‘One-stop Client Wealth app’ provides a mobile-first portal for high-touch customers;

➍ NW ‘Financial and Retirement Planner’ offers an innovative & client-centric approach to wealth planning.

Certified FinTech
Yes
Business Model
B2B
Staff Count
1-10
Date of Incorporation
June 19, 2018
UEN
201820845K
Address
100 Amoy Street (Found8), Singapore 069920, SINGAPORE
Other Locations
Vietnam
Status
Active
New_wealth_plain_squared_50 percent.png 1 year ago
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