NEBA Wealth Management

Kuala Lumpur, Malaysia Founded: 2015 • Age: 11 yrs Acquired By TEAM Asset Management
Wealth management and financial advisory services are provided globally.

About NEBA Wealth Management

NEBA Wealth Management is a company based in Kuala Lumpur (Malaysia) founded in 2015 was acquired by TEAM Asset Management in December 2023.. NEBA Wealth Management offers products and services including Wealth Management Services, Asset Management, Retirement Planning, and Tax Optimization Strategies. NEBA Wealth Management operates in a competitive market with competitors including S&P Global, Bank of America, FIS, State Street and SimCorp, among others.

  • Headquarter Kuala Lumpur, Malaysia
  • Sectors
    Financial Services
  • Email
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  • Phone
    *********
  • Website
    *********
  • Social
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Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of NEBA Wealth Management

NEBA Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Services, Asset Management, Retirement Planning, and Tax Optimization Strategies. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers personalized strategies for asset growth and protection.

Manages investments to achieve financial goals and security.

Provides strategies for secure retirement funding and income.

Advises on minimizing taxes through optimized planning methods.

Funding Insights of NEBA Wealth Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

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Jan, 2021 Amount Post-IPO - Grab Valuation

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Investors in NEBA Wealth Management

NEBA Wealth Management has secured backing from 1 investor. Prominent investors backing the company include TEAM Asset Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

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Investor Description Founded Year Domain Location
Boutique asset manager providing discretionary investment services worldwide.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by NEBA Wealth Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - NEBA Wealth Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Neba Wealth Management Comparisons

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Competitors of NEBA Wealth Management

NEBA Wealth Management 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 S&P Global, Bank of America, FIS, State Street and SimCorp, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
domain founded_year HQ Location
Front and back-office solutions are delivered for investment managers.
domain founded_year HQ Location
An investment management firm specializing in diversified funds and portfolios.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Neba Wealth Management

TEAM looks east with latest acquisition
Bailiwickexpress2 years ago

Frequently Asked Questions about NEBA Wealth Management

When was NEBA Wealth Management founded?

NEBA Wealth Management was founded in 2015.

Where is NEBA Wealth Management located?

NEBA Wealth Management is headquartered in Kuala Lumpur, Malaysia.

What does NEBA Wealth Management do?

NEBA Wealth Management was established in 2015 and is based in Kuala Lumpur, Malaysia. As an independent entity in the financial sector, services focused on wealth management and advisory are delivered to clients across international markets. Business terms are held with more than 160 advisory firms worldwide, supporting global operations centered on client needs.

Who are the top competitors of NEBA Wealth Management?

NEBA Wealth Management's top competitors include S&P Global, Bank of America and State Street.

What products or services does NEBA Wealth Management offer?

NEBA Wealth Management offers Wealth Management Services, Asset Management, Retirement Planning, and Tax Optimization Strategies.

Who are NEBA Wealth Management's investors?

NEBA Wealth Management has 1 investor. Key investors include TEAM Asset Management.

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