WeInvest
WeInvest is a Singapore-based, MAS-regulated wealthtech firm that sells whitelabel and API-based robo-advisory platforms, plus its own S$245mn of quant-driven systematic investment products, to banks, brokerages, wealth managers and family offices across Asia and the Middle East.
- Company typePrivate
- Founded2015
- HeadquartersSingapore, Singapore
- Headcount51–100
- GTM typeB2B and B2C
- OfferingSoftware
What WeInvest does
WeInvest, legally Planar Investments Pte Ltd., is a Singapore-headquartered, MAS-regulated digital wealth management platform and asset manager that sells turn-key robo-advisory infrastructure to financial institutions across Asia and the Middle East. Its technology stack combines a multi-tenant wealth platform with 400+ configurations and a modular DigitalWealth API suite covering front-, middle- and back-office functions (KYC, risk profiling, order management, portfolio management, settlements, data services), and an investment engine that runs 90+ (marketed up to 100+) systematic quant strategies — multi-asset risk-based portfolios constructed via a modified Black-Litterman / mean-variance optimization model with monthly rebalancing, plus thematic portfolios across genres such as Healthcare, Real Estate, Technology, Sustainable Planet and Country. Operating models include Firm-Access, Introducer and WhiteLabel across on-shore and offshore wealth contexts, complemented by sub-brands GROWWEALTH (B2B2C robo), ADVISEWEALTH (RM-enabled advisory), TRACKWEALTH (account aggregation) and STRATEGY MARKETPLACE (third-party strategy distribution).
WeInvest earns revenue from three primary streams: subscription platform licensing under whitelabel and API contracts with banks and brokers; asset management fees on its directly-managed AUM of approximately S$245 million; and revenue share or licensing income from the Strategy Marketplace distributing third-party quant portfolios. Its go-to-market is enterprise field sales to financial institutions (retail banks, private banks, brokerages, wealth managers and family offices), supported by a regional sales footprint covering Singapore, Hong Kong, North Asia, MENA, Malaysia, Indonesia, Thailand, China, India (Bangalore/Chennai engineering hubs) and the UAE/GCC. Disclosed clients include OCBC Bank (OCBC Roboinvest), CGS-CIMB Securities (eWealth), Mashreq, KBank and Lighthouse; strategic investors are led by Schroders following a 2018 Series A of US$12.2M (SG$13M). The company reports 70,000+ clients managed across its platforms and 95+ investment products, with claimed outperformance of 8%+ on a five-year annualized basis versus benchmarks and competitors, though audited, third-party validation of these return claims was not disclosed in the source material.
WeInvest firmographics
Firmographics- Name
- WeInvest
- Legal name
- Planar Investments Pte Ltd.
- Website
- https://weinvest.net
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- WeInvest is a Singapore-based, MAS-regulated wealthtech firm that sells whitelabel and API-based robo-advisory platforms, plus its own S$245mn of quant-driven systematic investment products, to banks, brokerages, wealth managers and family offices across Asia and the Middle East.
- Ownership category
- akta.pro rank
WeInvest industry classification
Industry- Product category
- Digital Wealth Management Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Open-End Investment Funds (525910)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Finance Services (6199)
- akta.pro primary industry
- Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)
- akta.pro secondary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where WeInvest is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices9 records
Markets served
WeInvest business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Platform Licensing / SaaS Fees: Revenue from licensing the WeInvest digital wealth platform to financial institutions through whitelabel and API models. Banks and brokers pay for access to the technology platform, web/app capabilities, investment strategies, and operations support.
- Asset Management Fees: As a MAS-regulated fund manager, WeInvest earns fees on assets under management across its 90+ quant-based systematic investment products. AUM-based fee structure on S$ 245mn in assets.
- Strategy Marketplace Revenue: Revenue from offering pre-tested and validated portfolios from global investment managers through the Strategy Marketplace, generating fees from strategy distribution partnerships with banks and financial institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Whitelabel Platform - Zero upfront cost entry |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels6 records
WeInvest product offering
Product offeringCore offering
WeInvest is a MAS-regulated digital wealth management platform and asset manager that builds algorithmic multi-asset and thematic investment portfolios using proprietary modified Black-Litterman optimization models. The company licenses its 400+-configuration multi-tenant wealth platform to banks, brokers, family offices, and wealth managers through whitelabel and API deployment models, while also managing S$ 245mn in AUM through 90+ systematic quant strategies. Its end-to-end platform covers front-office (KYC, risk profiling), middle-office (portfolio construction, order management), and back-office (settlements, billing) capabilities with integrated execution and custody connectivity.
Product overview
WeInvest is a MAS-regulated digital wealth management platform and asset management company offering a unified platform-plus-modules architecture. The core Digital Wealth Platform combines algorithmic portfolio management with comprehensive API infrastructure, supporting 90+ quant-based systematic investment products across Multi-Asset and Thematic Portfolio types. The platform integrates three main product lines: the Whitelabel Wealth Platform for B2B2C white-label deployment, the DigitalWealth API Platform for modular API access, and the Offshore Wealth Platform for managed accounts with 100+ quant strategies. Sub-brands include GROWWEALTH (B2B2C robo-advisory), ADVISEWEALTH (RM-enabled advisory), TRACKWEALTH (account aggregation), and STRATEGY MARKETPLACE (third-party strategy distribution). As of May 2026, the platform manages S$ 245mn AUM across 70,000+ clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Asset Portfolios Dynamic multi-asset investment portfolios using proprietary algorithmic construction with 75 ETFs spanning sectors, asset classes, and regions. Portfolios are risk-based (conservative to aggressive) using modified Black-Litterman model and mean-variance optimization, rebalanced monthly for retail, affluent, and institutional investors.
- Thematic Portfolios Thematic investment portfolios spanning six genres covering specific subsectors or regional-sector combinations including Healthcare, Real Estate, Traditional Industry, Lifestyle, Technology, Sustainable Planet, Country, and Finance themes for investors seeking sector or theme-based exposure.
- Whitelabel Wealth Platform Turn-key DIY and RM-assisted investor platform enabling banks, brokers, wealth managers, and family offices to launch digital advisory services in 3 months with zero upfront cost. Includes configurable user journeys, execution & custody connectivity, API engine, operations support, 100+ quant strategies, and analytics for B2B/B2B2C deployment.
- DigitalWealth API Platform Modular API suite delivering front-office, middle-office, and back-office wealth capabilities including KYC/onboarding, risk assessment, product services, investment services, order management, portfolio management, settlements, data services, strategy services, and investor services for banks and brokers to build their own digital wealth experience.
- Offshore Wealth Platform Managed accounts platform offering 100+ quant strategies across 8 genres with AI/ML capabilities for expanding product offerings. Supports Firm-Access, Introducer, and WhiteLabel operating modes for serving offshore investors and HNW client segments through financial institution partners.
- GROWWEALTH Asia's first B2B2C Robo-advisory platform providing a completely online user experience for goal-based investing supporting multiple asset classes, currencies, and theme-based investing with broker/custodian connectivity for end-investors served through partner financial institutions.
- ADVISEWEALTH RM-enabled Robo-Advisory tool for affluent clients enabling Relationship Managers to view portfolios holistically and precision-service clients while enhancing RM productivity and reducing operational costs for wealth management institutions.
- TRACKWEALTH South East Asia's first automated aggregation solution that aggregates accounts across banks, brokerages, and wealth portfolios from emerging affluents to HNIs, providing data intelligence for cross-selling opportunities for financial institution partners.
- STRATEGY MARKETPLACE Marketplace offering pre-tested and validated portfolios from global investment managers providing plug-and-play capability for banks to leverage effective strategies for varied client investment needs through third-party strategy distribution.
Companies that use WeInvest
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles5 records
WeInvest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability9 records
Feature5 records
WeInvest partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered featured, core, strategic and supporting.
- Amazon Web Services (AWS)featuredCloud infrastructure partner powering WeInvest's platform. AWS helps financial institutions innovate, modernize and transform, supporting WeInvest's digital wealth solutions across Asia and the Middle East.
- BNY MelloncoreExecution and custody partner providing global investments servicing. BNY Mellon connects WeInvest's platform with financial assets management and servicing capabilities throughout the investment lifecycle.
- Saxo BankcoreLicensed Danish bank providing online trading platform connectivity, enabling WeInvest to offer global financial market access. Saxo Bank integration supports equities, ETFs, and funds execution across global markets.
- AllfundscoreLargest fund distribution network globally, providing WeInvest access to the world's largest universe of mutual funds and ETFs for portfolio construction.
- MorningstarstrategicGlobal financial services firm providing independent research, ratings, and investment tools that enhance WeInvest's portfolio analytics and investment decision support.
- MSCIstrategicFinance company providing market transparency solutions and index data enabling WeInvest's portfolio construction and performance benchmarking against global indices.
- S&P GlobalstrategicData and analytics provider delivering actionable insights that support WeInvest's investment research and portfolio management capabilities.
- SolactivestrategicIndex provider developing tailor-made and multi-asset class index solutions for ETFs and other index-linked investment products used in WeInvest portfolios.
- ICE (Intercontinental Exchange)strategicFortune 500 company connecting the largest community of participants in major markets at key phases of investing, trading, hedging and capital raising lifecycle.
- LexisNexis Risk SolutionssupportingRisk solutions provider essential for helping assess, predict and manage risk in WeInvest's wealth management platform and client onboarding processes.
- AvaloqsupportingSoftware developer providing core banking, digital banking, and digital wealth management solutions that integrate with WeInvest's platform ecosystem.
- IndxxsupportingFinancial services firm delivering innovative and custom indexing and calculation solutions for WeInvest's thematic and sector-based investment products.
- Plug and PlaysupportingInnovation platform connecting largest corporations to world's best startups through industry-focused accelerator programs, supporting WeInvest's ecosystem development.
- Singapore FinTech Association (SFA)supportingPlatform facilitating collaboration between all market participants and stakeholders in the FinTech ecosystem, helping find solutions to industry issues.
- APIXsupportingOnline global marketplace and secure cloud-based sandbox for collaboration between financial institutions and FinTechs to exchange ideas and build partnerships.
- DIFC FinTech HivesupportingFirst and biggest FinTech accelerator and hub in the Middle East, connecting FinTech startups with leading financial institutions and insurance partners for WeInvest's GCC expansion.
- IDCsupportingAnalysis and insights provider helping IT professionals, business executives, and investment community make fact-based technology decisions about WeInvest's solutions.
- PershingsupportingSolution partner providing clearing and custody services that complement WeInvest's digital wealth platform capabilities.
- InvestCloudsupportingSolution partner providing digital wealth management technology that integrates with WeInvest's platform ecosystem.
Scale indicators11 records
Recent moves8 records
Expansion highlights5 records
WeInvest competitors and assessment
Company assessmentDirect peers
- StashAway: Singapore-headquartered robo-advisor operating across SEA and MENA with portfolio management algorithms and B2C/B2B offerings; directly comparable to WeInvest as a digital wealth manager serving similar retail/affluent and institutional client segments in overlapping geographies.
- Syfe: Singapore/Hong Kong digital wealth manager offering managed portfolios with goal-based investing, ETFs, and thematic strategies, plus a B2B (Syfe for Business) platform. Comparable to WeInvest on quant-led portfolio construction, multi-market SEA presence, and dual B2C/B2B distribution.
- Endowus: Singapore-based MAS-regulated digital wealth platform offering portfolio management across cash, income, and growth strategies with institutional-grade fund access. Comparable to WeInvest on MAS-regulated fund management, systematic portfolio construction, and SEA retail/HNW client focus.
- Bambu: Singapore-headquartered B2B wealthtech provider offering whitelabel robo-advisory and digital wealth infrastructure to banks, brokers, and wealth managers globally. Highly comparable to WeInvest's whitelabel/API platform business model, serving the same enterprise financial-institution client profile.
- Kristal.AI: Singapore-based digital wealth manager offering AI/quant-driven portfolio strategies across global markets to accredited and HNW investors, with B2B partnerships. Comparable to WeInvest on systematic/AI-driven portfolio management, MAS-regulated operations, and SEA wealth-management focus.
- Moneyfarm: UK/Italy-headquartered robo-advisor offering managed investment portfolios and pensions with B2B partnerships for banks and financial institutions. Comparable to WeInvest on digital/Hybrid private wealth, multi-asset portfolio construction, and B2B2C go-to-market via financial institutions.
- Wahed Invest: Global halal-focused robo-advisor operating across MENA, SEA, and Western markets with B2B and direct-investor offerings. Comparable to WeInvest on regional robo-advisory footprint in MENA and SEA, ETF-based portfolio construction, and digital wealth platform licensing to institutions.
Broad incumbents
- Addepar: US-headquartered wealth management technology platform serving large RIAs, family offices, and private banks with portfolio analytics and reporting. Comparable to WeInvest as a broader-scope wealthtech infrastructure provider serving financial institutions and family offices, though Addepar is focused on the upper end of the HNW/UHNW segment.
- InvestCloud: Global digital wealth and asset management platform serving financial institutions with configurable front-to-back wealth technology (and a noted WeInvest solution partner per source). Comparable as a competing wealthtech platform for banks and wealth managers, but operating at broader scale across more geographies and product lines.
- Avaloq: Switzerland-headquartered provider of core banking, digital banking, and digital wealth management solutions to financial institutions globally (and a noted WeInvest solution partner per source). Comparable as an enterprise wealth-management platform competitor for the same bank/broker client base, though Avaloq also covers core banking.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
WeInvest social profiles
Digital presenceWeInvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
WeInvest leadership team
Management profileNumber of profiles
Profiles11 records
WeInvest funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WeInvest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WeInvest
What does WeInvest do?
WeInvest is a MAS-regulated digital wealth management platform and asset manager that builds algorithmic multi-asset and thematic investment portfolios using proprietary modified Black-Litterman optimization models. The company licenses its 400+-configuration multi-tenant wealth platform to banks, brokers, family offices, and wealth managers through whitelabel and API deployment models, while also managing S$ 245mn in AUM through 90+ systematic quant strategies. Its end-to-end platform covers front-office (KYC, risk profiling), middle-office (portfolio construction, order management), and back-office (settlements, billing) capabilities with integrated execution and custody connectivity.
Is WeInvest a public or private company?
WeInvest is a private company. It is classified as venture growth investor backed and is currently operating.
When was WeInvest founded?
WeInvest was founded in 2015. It employs 51 to 100 people.
Where is WeInvest based?
WeInvest is headquartered in Singapore, Singapore, in the Asia region.
How does WeInvest make money?
Three revenue lines are on record. Platform Licensing / SaaS Fees are the primary driver. The others are asset Management Fees and strategy Marketplace Revenue.
Who are WeInvest's main competitors?
Direct peers on record are StashAway, Syfe, Endowus, Bambu, Kristal.AI, Moneyfarm and Wahed Invest. Broad incumbents are Addepar, InvestCloud and Avaloq.
Does WeInvest have an API?
Yes. Comprehensive DigitalWealth API suite covering front-office services (KYC & Onboarding, Risk Assessment, Client Dashboard, RM/Lead RM Dashboards), Product Services (Goal Based Investing, Thematic Investing, Product Recommendation Engine), Investment Services (Investment Plan, Investment Proposal, Cash/Funds transfers), Order Management Services (Pre-Trade Checks, Order Generation, Order Aggregation, Order Optimization & Execution), Portfolio Management Services (Sub-Account Creation, Block-Unblock cash/securities, Portfolio Valuation, Portfolio Health Checks), Back-Office Services (Settlements, Ledgers & Accounting, Billing), Data Services (Market and Reference Data, Tick-Data & Historic Data, Corporate Actions Data), Strategy Services (Discrete Strategies, Continuous Curve Strategies, Strategy Rebalancing), Post-Investment Journey (Additional Investments, Withdrawals, Portfolio Rebalancing), and Investor Services (Login/Authentication, Notifications & alerts, Investor Reporting). The API is modular, allowing progressive feature rollout, and delivers comprehensive wealth capabilities. Developer documentation is at weinvest.net/APIEngine.html.
What industry is WeInvest in?
WeInvest's product category is Digital Wealth Management Platform. Its primary akta.pro industry code is FSAAABAO, Digital/Hybrid Private Wealth (Robo-Enabled HNW Service), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 7370.