Summary
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:
1. NW 'Products/Fund Center' enables screening, discovering and analyzing of investment products on any device;
2. NW 'One-stop Client Wealth app' provides a mobile-first portal for high-touch customers;
3. NW 'Sustainable Investing' drives ESG awareness and mobilizes capital towards the 17 SDGs;
4. NW 'Wealth DataHub' powers digital wealth channels and investment data management.
Today, our technology is transforming organizations and customer experiences across APAC and EMEA regions.
Description of fintech solution
With New Wealth, financial institutions can unite saving, investing, protection and education into one seamless experience.
New Wealth PRODUCTS / FUND CENTER
Our white-label fund portal is extremely intuitive and device-agnostic. It enables the compliant marketing, advisory and sales of financial instruments & portfolios. It leverages our comprehensive catalogue of future-proofed widgets/micro-frontends, and it can either be delivered as a standard app or as a customized application.
Target audience:
- Both first-time investors and sophisticated customers
- Relationship Managers and Personal Financial Consultants
Key features
- Mobile-optimized experience for products search & discovery
- User-centric & interactive views for client-facing interactions
- Comparison, favorites, research and personalized alerts
- AI/ML for featured & similar funds and Next-Best-Products
Use cases
- Pre and post-login investment screening and self-discovery
- Hybrid sales by human advisors of single instruments and investment portfolios
Describe your key innovations
## Smart Search, integrated with New Wealth Products/FundCenter
## Smart Advice, integrated with New Wealth Hybrid Investment Platform
## Smart Analytics
Solution Lifecycle
Commercialized
Founder's Background
## Loic PITROU, B2B FinTech leader
Loïc is a serial entrepreneur with over 20 years of B2B experience in financial services industry across technology, marketing, and business development. He has been based in Singapore since 2014, sharpening his practical knowledge of digital wealth and automated financial advice across ASEAN markets. He co-founded and bootstrapped New Wealth in 2018. His company has been shortlisted in both 2021 and 2022 for the WealthTech100 by FinTech Global.
## Urico MONDELO
## Hoang PHAM
Founded (Years of Incorporation)
2018
How are you funded today?
Bootstrap
Money Raised
N/A
Number of employees
11-50 employees
Presence In Region
ASEAN
Asia
Europe
Middle East
Technology
Application Programming Interface (API)
Artificial Intelligence
Cloud solutions
Data automation
ESG
Gamification
Machine Learning
Natural Language Processing (NLP)
RoboAdvisors
Wealthtech
HQ Country
Singapore
What are the top 3 key benefits your solution will bring to the Asset Management Industry?
1) Better User Experience + fooster Digital Engagement
2) Compliance with
- investment products marketing,
- tracability / audit trials,
- consistency across digital channels).
3) Increased Productivity:
- by empowering the business team(s),
- by reducing maintenance workload,
- by enabling reactivity to regulatory changes & to new business partnerships.
Tell us more about your past client engagements to date and your market penetration?
New Wealth has a strong client base in Singapore, and is now expanding globally (Hong-Kong, Middle-East, EU).
Do you have any case studies of your solution? If yes, please share it in less than 200 words
1) Endowus Investments Fund List (Singapore and Hong-Kong) & related digital fund marketing components
2) HSBC Life (Singapore)
HSBC ILP Fundcenter, following the merge between AXA Life Singapore and HSBC Life Singapore
3) Euroclear FundsPlace (formelly MFEX)
Global FundUniverse, integrated within Linx (Global Portal for Fund Distributors and Asset Managers)
Awards/Accolades
New Wealth was awarded globally for being an innovative WealthTech100 provider in both 2021 and 2022.
