About BetterTradeOff
BetterTradeOff is a company based in Singapore (Singapore) founded in 2015 by Laurent Bertrand. BetterTradeOff has raised $1.48 million across 3 funding rounds from investors including Achmea and SC Ventures. BetterTradeOff offers products and services including Up, Up Adviser, and Institutional Solutions. BetterTradeOff operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.
- Headquarter Singapore, Singapore
- Founders Laurent Bertrand
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Bettertradeoff Pte Ltd
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Annual Revenue
$921.18 K (USD)101as on Mar 31, 2024
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Net Profit
-$2.17 M (USD)49as on Mar 31, 2024
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EBITDA
-$1.82 M (USD)52as on Mar 31, 2024
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Total Equity Funding
$1.48 M (USD)
in 3 rounds
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Latest Funding Round
Not available
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Investors
Achmea
& 1 more
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Employee Count
Not available
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Products & Services of BetterTradeOff
BetterTradeOff offers a comprehensive portfolio of products and services, including Up, Up Adviser, and Institutional Solutions.
Platform for individual financial planning and scenario simulations
Tool for financial advisers to create client financial plans
API-based tools for banks to deploy financial planning services
People of BetterTradeOff
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Funding Insights of BetterTradeOff
BetterTradeOff has successfully raised a total of $1.48M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in BetterTradeOff
BetterTradeOff has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Achmea and SC Ventures.
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VC fund backed by Standard Chartered
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Insurance and financial services are offered across diversified industries.
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Investor details for BetterTradeOff
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Investments & Acquisitions by BetterTradeOff
Investment portfolio details for BetterTradeOff
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Financial Statements - BetterTradeOff
Detailed financials for BetterTradeOff
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Bettertradeoff Comparisons
Peer comparison for BetterTradeOff
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Competitors of BetterTradeOff
BetterTradeOff operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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SaaS-based financial advisory & planning solutions
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Financial planning software for IRA recordkeeping is offered.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Detailed competitors of BetterTradeOff
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Latest news on Bettertradeoff
Complete news archive for BetterTradeOff
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Frequently Asked Questions about BetterTradeOff
BetterTradeOff was founded in 2015 and raised its 1st funding round 2 years after it was founded.
BetterTradeOff is headquartered in Singapore, Singapore.
Laurent Bertrand is the current CEO of BetterTradeOff. They have also founded this company.
BetterTradeOff is a funded company, having raised a total of $1.48M across 3 funding rounds to date.
Annual revenue of BetterTradeOff is $921.18K as on Mar 31, 2024.
BetterTradeOff was founded in 2015 in Singapore as a SaaS platform serving the financial services sector. Tools for customer onboarding, KYC compliance, portfolio simulation, CRM, and pension and tax management are included. Product gap analysis, life planning simulations, and customer management functions are supported for financial planners operating in the region.
BetterTradeOff offers Up, Up Adviser, and Institutional Solutions.
BetterTradeOff has 2 investors. Key investors include Achmea, and SC Ventures.