KairosWealth
KairosWealth is a Singapore-based, AI-powered wealth management platform founded in 2022 that serves high-net-worth individuals, multi-family offices, single-family offices, and asset managers through an invitation-only B2B SaaS offering integrating portfolio analytics, AI market research, CRM, KYC, and curated investment opportunities.
- Company typePrivate
- Founded2022
- HeadquartersSingapore, Singapore
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What KairosWealth does
KairosWealth is a Singapore-headquartered, AI-powered wealth management platform founded in 2022 that targets high-net-worth individuals, multi-family offices, single-family offices, and asset managers through an invitation-only, enterprise-focused model. The platform integrates six core modules: 360° Portfolio Analytics (multi-custodian asset consolidation and automated risk monitoring), AI-Powered Market Research (automated analysis across 80,000+ public securities, commodities, crypto, and Forex, marketed as 5x faster and 50% more cost-effective than conventional research desks), Bespoke Investment Products (access to 50+ curated opportunities including private equity, pre-IPOs, and exclusive deals), a full-fledged CRM with workflow automation, Onboarding/KYC compliance, and Alternative Data Analysis (social media sentiment, satellite imagery, geospatial data, web scraping). The company claims 30% cost reduction and 25% additional revenue potential for users.
The business operates a primarily B2B SaaS subscription model augmented by transaction-fee revenue from facilitating access to exclusive investment opportunities. Go-to-market is sales-led, with direct engagement by expert advisors and premium positioning enabled by invitation-only access. The company is privately held and majority-backed by Mount Row Partners following a USD 25 million investment in 2023, which placed Founding Partner Krishan Rattan as Chairman and brought former U.S. Ambassador to Singapore H.E. Kirk Wagar as Vice-Chairman. The platform claims operations across 12+ countries. Headcount is reported at 1-10 employees, supplemented by an acqui-hired CTO and Chief AI Officer (Vincent Teyssier, October 2023) and a December 2023 acquisition of Devolut. Recognized publicly by Financial Times, Forbes, Milken Institute, and Future Investment Initiative Institute.
KairosWealth firmographics
Firmographics- Name
- KairosWealth
- Legal name
- KairosWealth
- Website
- https://kairoswealth.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- KairosWealth is a Singapore-based, AI-powered wealth management platform founded in 2022 that serves high-net-worth individuals, multi-family offices, single-family offices, and asset managers through an invitation-only B2B SaaS offering integrating portfolio analytics, AI market research, CRM, KYC, and curated investment opportunities.
- Ownership category
- akta.pro rank
KairosWealth industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Miscellaneous Intermediation (52391)
- SIC
- Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO), Hybrid Robo-Advisory Platforms (Advisor + Automation) (FSAGAEAB)
Keywords
Where KairosWealth is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices1 record
Markets served
KairosWealth business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform Subscription/SaaS: B2B SaaS platform subscription model for wealth managers, family offices, and asset managers providing AI-powered wealth management tools.
- Investment Opportunity Access: Platform unlocks access to unique investment opportunities including private equity, pre-IPOs, and exclusive lifestyle products and services, generating revenue through transaction facilitation and syndication.
- AI Research Desk Services: AI-research desk that is five times faster and 50% more cost-effective than conventional human-operated research desks, offered as part of the B2B solution.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
KairosWealth product offering
Product offeringCore offering
KairosWealth provides an all-in-one AI-powered wealth management platform for family offices and wealth managers. The platform consolidates 360° portfolio visibility across custodians, automated market research across 80,000+ public securities (commodities, crypto, and Forex), bespoke investment matching (private equity, pre-IPOs), a full-fledged CRM, and onboarding/KYC compliance in a single invitation-only solution. It also leverages alternative data (social media sentiment, satellite imagery, web scraping) to deliver investment insights and research that is 5x faster and 50% more cost-effective than conventional human research desks.
Product overview
KairosWealth is a unified AI-powered wealth management platform launched in 2022, designed specifically for family offices and wealth managers. The platform integrates six core modules: (1) 360° Portfolio Analytics for consolidated asset tracking and risk monitoring across custodians; (2) AI-Powered Market Research for automated analysis across 80,000+ securities with 5x faster performance; (3) Bespoke Investment Products providing access to private equity, pre-IPOs, and exclusive opportunities; (4) Full-Fledged CRM with workflow automation; (5) Onboarding and KYC for compliance management; and (6) Alternative Data Analysis leveraging social media, satellite imagery, and web scraping for investment insights. The platform claims 30% cost reduction, 30% revenue potential increase, and serves clients across 12+ countries.
Differentiator
Problem solved
Functional benefit
Products and services
- KairosWealth Platform All-in-one AI-powered wealth management SaaS platform offering 360° portfolio visibility, automated market research, bespoke investment products, full CRM functionality, and compliance/KYC onboarding tools for family offices and wealth managers. Delivered as an invitation-only subscription platform.
- AI Research Desk AI-powered research desk service for wealth managers and family offices that automates market research across 80,000+ securities, commodities, crypto and Forex. Positioned as 5x faster and 50% more cost-effective than conventional human-operated research desks.
- Bespoke Investment Marketplace Access Curated marketplace access to 50+ unique investment opportunities including private equity, pre-IPOs, fractionalized alternatives, and exclusive lifestyle products and services. Enables syndication of clients' own deals.
Quantifiable outcome
- 30% cost reduction in operating costs compared to traditional wealth management
- +3 more outcomes
Companies that use KairosWealth
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles4 records
KairosWealth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability9 records
Feature7 records
KairosWealth partnerships and signals
Strategic signalScale indicators8 records
Recent moves6 records
Expansion highlights6 records
KairosWealth competitors and assessment
Company assessmentEmerging players
- Endowus: Endowus is a Singapore-headquartered digital wealth platform offering portfolio management and access to alternative investments for HNW and accredited investors in Asia. Comparable to KairosWealth on geography, HNW targeting, and multi-asset access, but focused on distribution rather than enterprise tooling.
- Canopy: Canopy is a financial-data aggregation and reporting platform for accountants and family offices. It overlaps with KairosWealth's 360° portfolio aggregation and reporting modules, particularly around consolidating data across multiple custodians and asset types.
- FundCount: FundCount provides accounting and portfolio management software for hedge funds, family offices, and asset managers. It competes in adjacent territory to KairosWealth with deeper accounting/operations tooling but less AI-research differentiation.
Broad incumbents
- Avaloq: Avaloq is a banking and wealth-management platform provider used by private banks and large wealth managers globally. Comparable to KairosWealth at the enterprise wealth platform layer, with broader back-office capabilities and a much larger footprint.
- Salesforce Financial Services Cloud: Salesforce FSC offers a broad CRM and wealth-management data model used by large financial institutions. Comparable to KairosWealth's CRM and client-onboarding/KYC functionality, though it is a horizontal platform rather than a wealth-specialized solution.
- FNZ: FNZ is a global wealth-management platform serving banks, insurers, and large wealth managers with end-to-end platform infrastructure. Comparable to KairosWealth at the wealth platform layer with significantly broader scale, geographic reach, and institutional clients.
Direct peers
- Addepar: Addepar is the leading portfolio analytics and reporting platform purpose-built for family offices, RIAs, and institutional investors. It directly competes with KairosWealth's 360° Portfolio Analytics module on multi-custodian aggregation, alternative-asset reporting, and enterprise wealth workflows.
- Black Diamond (SS&C Advent): Black Diamond Wealth Platform, owned by SS&C, delivers portfolio reporting, performance, and rebalancing for wealth managers and family offices. Directly comparable to KairosWealth on multi-custodian consolidation and advisor-facing reporting workflows.
- Orion Advisor Tech: Orion (formerly Orion Advisor Solutions) provides portfolio accounting, reporting, and CRM tools to RIAs and family offices. Comparable to KairosWealth across portfolio analytics, CRM, and advisor workflow automation, with a more established North American installed base.
- Tamarac / Envestnet: Envestnet's Tamarac platform provides portfolio management, reporting, and CRM for RIAs. Overlaps with KairosWealth's portfolio analytics, CRM, and advisor operations modules and serves a similar advisor-led wealth management buyer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
KairosWealth social profiles
Digital presenceKairosWealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
KairosWealth leadership team
Management profileNumber of profiles
Profiles3 records
KairosWealth funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
KairosWealth M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about KairosWealth
What does KairosWealth do?
KairosWealth provides an all-in-one AI-powered wealth management platform for family offices and wealth managers. The platform consolidates 360° portfolio visibility across custodians, automated market research across 80,000+ public securities (commodities, crypto, and Forex), bespoke investment matching (private equity, pre-IPOs), a full-fledged CRM, and onboarding/KYC compliance in a single invitation-only solution. It also leverages alternative data (social media sentiment, satellite imagery, web scraping) to deliver investment insights and research that is 5x faster and 50% more cost-effective than conventional human research desks.
Is KairosWealth a public or private company?
KairosWealth is a private company. It is classified as private equity controlled and is currently operating.
When was KairosWealth founded?
KairosWealth was founded in 2022. It employs 1 to 10 people.
Where is KairosWealth based?
KairosWealth is headquartered in Singapore, Singapore, in the Asia region.
How does KairosWealth make money?
Three revenue lines are on record. Platform Subscription/SaaS are the primary driver. The others are investment Opportunity Access and AI Research Desk Services.
Who are KairosWealth's main competitors?
Emerging players on record are Endowus, Canopy and FundCount. Broad incumbents are Avaloq, Salesforce Financial Services Cloud and FNZ. Direct peers are Addepar, Black Diamond (SS&C Advent), Orion Advisor Tech and Tamarac / Envestnet.
Does KairosWealth have an API?
No public API is recorded for KairosWealth.
What industry is KairosWealth in?
KairosWealth's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 523940 and its SIC code is 6282.