About Wealth AI
Wealth management solution provider. It serves to individuals and families across wide spectrum of wealth levels, facilitating the realization of their unique financial aspirations. It offers range of services including investment planning, risk management, financial planning, financial reporting and more.
- Headquarter Singapore, Singapore
- SectorsFinancial Services
- Acquired by Prestige Wealth (Aug 2024)
- Investors
- Acquired byPrestige Wealth
(Aug 2024)
Investors in Wealth AI
Wealth AI has secured backing from 1 investor. Prominent investors backing the company include Prestige Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial, wealth, and asset management services are offered. | 2018 | prestigewm.hk | Hong Kong, China |
Investor details for Wealth AI
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Timeline of Wealth AI
2 dated milestones of Wealth AI across 2 years, from founding to its latest funding, stage changes and deals.
- Founded Wealth AI is founded.
- Exit Acquired by Prestige Wealth.
Similar companies to Wealth AI
10 companies that operate in the same segment as Wealth AI (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Wealth AI
Wealth AI was founded in 2022.
Wealth AI is headquartered in Singapore, Singapore.
Wealth management solution provider. It serves to individuals and families across wide spectrum of wealth levels, facilitating the realization of their unique financial aspirations. It offers range of services including investment planning, risk management, financial planning, financial reporting and more.
Wealth AI has 1 investor. Key investors include Prestige Wealth.
Yes. Wealth AI was acquired by Prestige Wealth in August 2024.