How they describe themselves: WeInvest is a digital wealth management solutions provider founded to enable simple, smart & secure financial aggregation & analysis for clients in the South-East Asian market. We help our clients track and analyse their portfolios and holdings across a variety of asset classes and are now helping them to allocate and execute investments in a customized, simple and efficient manner with the launch of our proprietary Robo-Advisory platform as a service. We operate across several geographies in Asia and are in strategic partnerships Pershing (BNYMellon), Leonteq, Amazon, Babel & Reuters.
How they describe their product/innovation: WeInvest is available on web & mobile applications, and is backed by a robust Middle-to-back office platform which support multiple asset classes, currencies, brokers, business models & custodians. Investment strategies from leading investment houses, quantitative research teams have been collated in the Open-architecture Strategy store similar to an app store, and then executed at institutional rates with Pershing(BNY Mellon) one of the world’s largest custodians. End-to-end operational support covers customer onboarding, trade administration & customer support. This end-to-end platform is now available as a for Banks, Wealth managers, Asset Management companies for them to launch either a DIY service or Hybrid RM assisted service.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Bus. Dev. & Sales: Gaurav Mehta, Head of Sales & Marketing, firstname.lastname@example.org
Press: Caroline Bowler, CEO, Bowlah PR, email@example.com