IPP Financial Advisers
IPP Financial Advisers is a Singapore-licensed financial planning firm, founded in 1983, serving individuals, families, business owners, and expatriates through 350+ licensed consultants using a proprietary six-step planning process and in-house Eagle Eye Model Portfolio, advising on over SGD $2 billion in assets.
- Company typePrivate
- Founded1983
- HeadquartersSingapore, Singapore
- Headcount501–1,000
- GTM typeB2C
- OfferingServices
What IPP Financial Advisers does
IPP Financial Advisers Pte Ltd (IPPFA) is a Singapore-headquartered licensed financial advisory firm founded in 1983, positioned by the company as Singapore's first comprehensive financial planning firm. It is regulated under the Financial Advisers Act by the Monetary Authority of Singapore (MAS) and is privately held, with FWD Group Limited holding a minority strategic stake. The firm employs 501–1,000 staff, including more than 350 licensed Financial Adviser Representatives, and advises on over SGD $2 billion in client assets.
The firm's core offering is a six-step financial planning methodology covering wealth accumulation, wealth management, and wealth distribution, delivered face-to-face through its consultant network. Core products include Personal Advisory, Private Wealth Advisory, Business Advisory, and Retirement Planning services, supported by the proprietary Eagle Eye Model Portfolio — a fund-of-funds investment product with five risk profiles (Conservative, Moderate, Aggressive, Very Aggressive, Equity100) managed via the in-house FTQ methodology (Fundamental/Technical/Quantitative) and quarterly rebalancing. Eagle Eye accounts for SGD $717 million in assets under advisory as of 31 March 2026.
Revenue is generated primarily through commissions from distributing life insurance and collective investment schemes (unit trusts) under MAS licensing, advisory fees on portfolio mandates, and restricted fund management services for Accredited Investors. Clients are predominantly Singapore-based high net worth individuals, working professionals, business owners, expatriates, and families, acquired through referrals, digital channels, and field-sales consultations. Pricing is quote-based and varies with portfolio size, life stage, and service scope. Distribution is single-country (Singapore), with content and product infrastructure (Capital Watch magazine, weekly Investment Digest, client portals via Fame, iFast, and GROW with Singlife) supporting retention and brand presence.
IPP Financial Advisers firmographics
Firmographics- Name
- IPP Financial Advisers
- Legal name
- IPP Financial Advisers Pte Ltd
- Website
- https://ippfa.com
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- IPP Financial Advisers is a Singapore-licensed financial planning firm, founded in 1983, serving individuals, families, business owners, and expatriates through 350+ licensed consultants using a proprietary six-step planning process and in-house Eagle Eye Model Portfolio, advising on over SGD $2 billion in assets.
- Ownership category
- akta.pro rank
IPP Financial Advisers industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where IPP Financial Advisers is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices1 record
Markets served
IPP Financial Advisers business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: IPPFA is a licensed Financial Adviser under the Financial Advisers Act, primarily licensed by MAS to market and distribute life insurance products and collective investment schemes (unit trusts). Advisers help customers place investments to insurance companies or through investment platforms to fund managers. Revenue is generated through commissions and advisory fees from these regulated activities.
- Restricted Fund Management: Conducts restricted fund management activities under the registered fund manager framework for Accredited Investors only.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Personalized advisory services - quote-based pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
IPP Financial Advisers product offering
Product offeringCore offering
IPP Financial Advisers (IPPFA) is a Singapore-licensed financial advisory firm offering comprehensive financial planning, wealth management, and insurance distribution services to individuals, families, high-net-worth clients, and business owners. Its core deliverables include Personal Advisory, Private Wealth Advisory, Business Advisory, and Retirement Planning services, supported by its proprietary Eagle Eye Model Portfolio for investment management. The firm generates revenue primarily through commissions and advisory fees from distributing life insurance products and collective investment schemes under Singapore's Financial Advisers Act.
Product overview
IPP Financial Advisers is a licensed financial advisory firm in Singapore offering a comprehensive suite of financial planning services. Their core offerings include Personal Advisory, Private Wealth Advisory, Business Advisory, and Retirement Planning services, supported by their proprietary Eagle Eye Model Portfolio for investment management. The firm also provides educational resources through Capital Watch (annual/monthly publications) and Investment Digest (weekly newsletter). Clients access their accounts through integrated platforms including Fame, iFast, and GROW with Singlife. With over 40 years of industry experience and more than 350 Financial Consultants, the firm serves a wide array of clients and advises on over SGD $2 billion in assets.
Differentiator
Problem solved
Functional benefit
Brands
- Eagle Eye: IPPFA's in-house proprietary Model Portfolio following a fund-of-funds concept, reflecting the investment views and strategy of IPPFA's Investment Team.
- Capital Watch
- Investment Digest
Products and services
- Personal Advisory Comprehensive financial planning services focused on individual wealth accumulation, protection, and management strategies tailored to personal financial goals for individuals and families.
- Private Wealth Advisory Specialized wealth management services for high net worth individuals focusing on wealth preservation, legacy planning, and sophisticated investment strategies.
- Business Advisory Financial advisory services for business owners including business succession planning, employee benefits, and keyman insurance solutions.
- Retirement Planning
Quantifiable outcome
- Assets under advisory of SGD $2 billion+ demonstrating client trust
- +3 more outcomes
Companies that use IPP Financial Advisers
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles3 records
IPP Financial Advisers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
IPP Financial Advisers partnerships and signals
Strategic signalScale indicators9 records
Recent moves5 records
Expansion highlights5 records
IPP Financial Advisers competitors and assessment
Company assessmentDirect peers
- Financial Alliance: Singapore-based independent financial advisory firm offering similar personal financial planning, insurance distribution, and investment advisory services. Directly comparable in MAS licensing, target segments (mass affluent to HNW), and adviser-led distribution model.
- Finexis Advisory: Singapore financial advisory firm providing comprehensive financial planning, insurance solutions, and investment advisory. Comparable in regulatory licensing under FAA, customer segments (HNW and mass affluent), and face-to-face advisory model.
- Great Eastern Financial Advisers: Singapore-licensed financial advisory arm of Great Eastern, providing financial planning, life insurance distribution, and unit trust advisory. Comparable in service scope, target client segments, and MAS-regulated advisory offerings.
- Prudential Financial Advisers Singapore: Singapore-based financial advisory and life insurance distribution business of Prudential, offering financial planning, retirement solutions, and unit trust advisory. Directly comparable in service mix, regulatory licensing, and adviser-led model.
Broad incumbents
- DBS Wealth Management: Singapore's largest bank with extensive wealth management, financial advisory, insurance distribution (via DBS Insurance), and investment offerings. Overlaps with IPPFA on investment advisory and HNW private wealth but operates as a much broader incumbent with full banking services.
- OCBC Bank Wealth Management: Singapore's second-largest bank offering private banking, financial advisory, and insurance distribution. Competes with IPPFA in HNW wealth advisory but as part of a full-service banking franchise with substantially larger AUM.
- UOB Wealth Management: Singapore's third major local bank providing wealth advisory, private banking, and insurance distribution. Overlaps with IPPFA on investment advisory for HNW individuals and business owners but within a broader banking ecosystem.
Emerging players
- Endowus: Singapore-based digital wealth platform offering fee-only fund advisory, CPF investment, and retirement planning with cash rebates. Competes with IPPFA on investment advisory and retirement planning, especially with cost-conscious younger and mass affluent clients.
- StashAway: Singapore-headquartered robo-advisor offering globally diversified ETF portfolios with risk-based asset allocation. Competes with IPPFA's Eagle Eye on discretionary portfolio management but at substantially lower fees and via a fully digital model.
- MoneyOwl: Singapore-based financial advisory and insurance brokerage offering holistic financial planning through both digital tools and human advisers. Compares to IPPFA on financial planning methodology and segment focus (mass affluent and emerging HNW), with a hybrid human-digital delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks1 record
Key highlights7 records
Customer concentration
IPP Financial Advisers social profiles
Digital presenceIPP Financial Advisers compliance and trust
Trust signalCompliance2 records
IPP Financial Advisers financial estimates
Financial estimateRevenue estimate
Valuation estimate
IPP Financial Advisers leadership team
Management profileNumber of profiles
Profiles2 records
IPP Financial Advisers funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IPP Financial Advisers M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IPP Financial Advisers
What does IPP Financial Advisers do?
IPP Financial Advisers (IPPFA) is a Singapore-licensed financial advisory firm offering comprehensive financial planning, wealth management, and insurance distribution services to individuals, families, high-net-worth clients, and business owners. Its core deliverables include Personal Advisory, Private Wealth Advisory, Business Advisory, and Retirement Planning services, supported by its proprietary Eagle Eye Model Portfolio for investment management. The firm generates revenue primarily through commissions and advisory fees from distributing life insurance products and collective investment schemes under Singapore's Financial Advisers Act.
Is IPP Financial Advisers a public or private company?
IPP Financial Advisers is a private company. It is classified as corporate owned and is currently operating.
When was IPP Financial Advisers founded?
IPP Financial Advisers was founded in 1983. It employs 501 to 1,000 people.
Where is IPP Financial Advisers based?
IPP Financial Advisers is headquartered in Singapore, Singapore, in the Asia region.
How does IPP Financial Advisers make money?
Two revenue lines are on record. Financial Advisory Services are the primary driver. The others are restricted Fund Management.
Who are IPP Financial Advisers's main competitors?
Direct peers on record are Financial Alliance, Finexis Advisory, Great Eastern Financial Advisers and Prudential Financial Advisers Singapore. Broad incumbents are DBS Wealth Management, OCBC Bank Wealth Management and UOB Wealth Management. Emerging players are Endowus, StashAway and MoneyOwl.
Does IPP Financial Advisers have an API?
No public API is recorded for IPP Financial Advisers.
What industry is IPP Financial Advisers in?
IPP Financial Advisers's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.