Wealth Management Cube ("WMCube") is an SFC-licensed corporation (CE No. BEC913) in Hong Kong. Our core businesses are B2B & B2B2C Fund Investment Dealing & Settlement services (1,000+ funds from 100+ fund houses) and Insurance Admin & CRM solutions. History- Our story began in the 80's Three WMCube founding members who worked in Matheson PFC, a subsidiary of Jardine Pacific, had participated in developing an enterprise-level system that enabled a very efficient and scalable back-office to handle comprehensive Fund Investment Dealing & settlement. The system was deployed to 8 countries worldwide in the 90's. In 2004, one of our founding member management buyout the said system from Towry Law (acquired Matheson PFC in 1998). After continuous upgrading and development, WMCube finally built a new system 2016 named CUBE. 2014: The start of the CUBE WMCube was formally established in July 2014 and was licensed for SFC Type 1 Dealing in Securities in 2015. In 2020, we allied with a well-known licensed insurance company in UK/HK and became the authorised custodian of its investment-linked policy. We believe this new business will become a game changer in the Hong Kong platform industry.
| Website | http://www.wmcubehk.com/ |
| Revenue | $2 million |
| Employees | 15 (9 on RocketReach) |
| Founded | 2014 |
| Phone | +852 2516 9555 |
| Technologies |
JavaScript
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HTML
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Twitter
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Wealth Management, Fund Investment, Investment Management, B2b Financial Services, Asset Management, Wealth Tech, Financial Technology, Portfolio Management, Investment Platform, Fintech Solutions, Financial Services Technology, Insurance Administration, Insurance Technology, Fund Platform, Crm Solutions, B2b Software, Crm Software |
| Competitors | J.P. Morgan, Goldman Sachs, UBS, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, BlackRock, T. Rowe Price, Schroders +49 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523920 Companies, NAICS Code 523 Companies, NAICS Code 52392 Companies |
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The Wealth Management Cube Ltd annual revenue was $2 million in 2026.
9 people are employed at Wealth Management Cube Ltd.
The NAICS codes for Wealth Management Cube Ltd are [52, 5239, 523920, 523, 52392].
The SIC codes for Wealth Management Cube Ltd are [62, 628].