WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions to Banks & other financial institutions. The plug and play online platform is used by Banks to offer more online investment options to their retail customer base and strengthen the proposition for HNIs and Private Banking clientele. WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines: 1. GROWWEALTH - WeInvest Robo-advisor, Asia’s first B2B2C Robo-advisory platform. It is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & brokers/custodians. 2. ADVISEWEALTH - RM enabled Robo-Advisory for affluent clients. It is a tool that enables Relationship Managers to get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost. 3. TRACKWEALTH - South East Asia's first AUTOMATED Aggregation solution. It automatically Aggregates accounts across banks, brokerages, wealth portfolios for emerging affluents to HNIs. It gives a bank/institution enormous data intelligence to be able to service and cross-sell more effectively & efficiently. 4. STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for a plug-and-play capability for banks and financial institutions to leverage the most effective strategies that address the varied investment needs of their client groups.
View Top Employees from WeInvest - Digital Wealth PlatformWebsite | http://www.weinvest.net |
Revenue | $5 million |
Employees | 62 (62 on RocketReach) |
Founded | 2014 |
Technologies |
JavaScript,
HTML,
Twitter
+32 more
(view full list)
|
Industry | Financial Services, Investment Management, Internet, Software General, Software, Investments, Internet Services, Real Estate Investment, Real Estate, Robo Advisory, Wealth Management |
Web Rank | 7 Million |
Keywords | Weinvest, Weinvedt, We Invest, Weinvest Chennai |
Competitors | Asset Vantage, Bambu B2B Robo Advisor, Personal Capital, SEI Family Office Services, aixigo |
SIC | SIC Code 737 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 51 Companies, NAICS Code 518 Companies |
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The WeInvest - Digital Wealth Platform annual revenue was $5 million in 2024.
Chiranjeet Singh is the Head of Products of WeInvest - Digital Wealth Platform.
62 people are employed at WeInvest - Digital Wealth Platform.
The NAICS codes for WeInvest - Digital Wealth Platform are [51, 518].
The SIC codes for WeInvest - Digital Wealth Platform are [737, 73].