New Wealth
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.
Strategic consultancy focused on the Asia Pacific fintech industry.
Our vision is to support and enable our clients to deliver their vision through strategy, good design, execution.
Be Inspired, Be Empowered & Embrace The Change
JAGUAR TRANSIT is poised to be The World’s first Secure Transit InsurTech ecosystem.
Chekk is a Digital Identity leader providing secure end-to-end Know Your Customer solutions that remove the pain and costs from interactions between companies and their retail & business customers. Our powerful SaaS solutions transform the Know Your Customer & Know Your Business into a client-friendly, efficient, automated, seamless process leveraging customer’s digital identity. Funded by HSBC and Standard Chartered, Chekk provides a modular platform enabling institutions to deal with multiple customer & third-party types (SMEs, MNCs, merchants, vendors, partners…), products, business lines & jurisdictions. Our solutions enable our customers to provide real digital onboarding drastically reducing the onboarding time while ensuring strong compliance processes.
Supercharge growth, create wealth, and fulfill dreams through ESOP (Employee Stock Option Plan)
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With its global headquarters in Singapore and offices in Hong Kong, Jakarta, London and Shanghai, SUNRATE partners with the top global financial institutions, such as Citibank, Standard Chartered, Barclays and is the principal member of both Mastercard and Visa. We are licensed and regulated by the Financial Conduct Authority of the UK, the Bank Indonesia, the Hong Kong Customs, and the Monetary Authority of Singapore.
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