Robowealth
- Company typePrivate
- Founded2018
- HeadquartersBangkok, Thailand
- Headcount51–100
- GTM typeB2B and B2C
- OfferingSoftware
Robowealth firmographics
Firmographics- Name
- Robowealth
- Legal name
- Robowealth Group
- Website
- https://robowealth.co.th
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Where Robowealth is headquartered
LocationHeadquarters
- HQ city
- Bangkok
- HQ country
- Thailand
- HQ region
- Asia
Offices1 record
Markets served
Robowealth business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Asset Management Advisory Fees: Robowealth generates revenue through advisory fees based on assets under advisory (AUA). The company aims to grow AUA to THB 20,000 million by 2027, indicating a AUM-based fee model typical of wealth management firms.
- Mutual Fund Distribution Fees: The fundii platform aggregates over 2,000 funds from more than 20 leading asset management companies, likely earning distribution/comission fees for fund sales and switches.
- B2B Enterprise Wealth-Tech Solutions: Revenue from providing enterprise-level technology solutions to asset management companies and financial institutions, including platforms and operational back-office systems.
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
Robowealth product offering
Product offeringCore offering
Robowealth is a Thai wealth-tech ecosystem builder offering AI-powered investment advisory and mutual fund distribution technology. Its consumer-facing fundii platform aggregates 2,000+ mutual funds from 20+ Thai asset management companies for retail search, buy/sell/switch, and AI-driven insights. Its INDEGO platform serves high-net-worth individuals with personalized wealth advisory. The company also sells B2B Enterprise Wealth-Tech Solutions (platforms, advisory tools, back-office systems) to asset management firms and financial institutions across Thailand.
Product overview
Robowealth operates as a unified wealth-tech ecosystem combining multiple products: fundii (rebranded from Odini and FinVest in 2025) serves as the flagship consumer-facing investment platform offering AI-powered advisory, fund search, and portfolio management for retail investors with access to 2,000+ funds; INDEGO provides wealth advisory for High Net Worth segments with monthly market outlooks; while Enterprise Wealth-Tech Solutions, Wealth Advisory Platform, and Operation Back-office serve B2B clients including asset management companies and financial institutions across Thailand.
Differentiator
Problem solved
Functional benefit
Brands
- fundii: AI-powered investment platform that combines fund search, AI-driven insights, fund comparison, and dividend reminders. Rebranded from Odini and FinVest in 2025.
- INDEGO
- INDEGO Wealth Management
Products and services
- fundii Consumer-facing AI-powered investment platform for retail investors in Thailand. Provides mutual fund search, buy-sell-switch trading, AI-Driven Insights (summarizing global economic news affecting portfolios), fund comparison and deep return analysis, bias-reducing fund recommendations, Stock-to-Fund Search, and dividend reminders across 2,000+ funds from 20+ Thai asset management companies.
- INDEGO Wealth Advisory Premium wealth advisory platform for High Net Worth Individuals in Thailand. Delivers personalized investment advisory through dedicated investment advisors and Strategic Wealth Alliance managers, with monthly market outlooks and tailored portfolio strategies. Operated via Robowealth Investment Advisory Securities (RBWIA).
- Wealth Advisory Platform B2B platform that connects investment advisors with their clients and provides tools for portfolio management and investment recommendations. Sold to asset management companies and financial institutions.
- Enterprise Wealth-Tech Solutions Suite of B2B technology solutions for Thai asset management companies and financial institutions, providing the underlying platforms (including the Investor-Facing Application, Wealth Advisory Platform, and Operation Back-office) that power digital distribution and operations. Trusted by 12 major asset management firms including Aberdeen, Eastspring, Kasikorn, Krungsri, Krungthai, MFC, One, Phillip, Principal, SCB, UOB, and XSpring.
Quantifiable outcome
- Assets under advisory target of THB 20,000 million by 2027
- +2 more outcomes
Companies that use Robowealth
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles3 records
Robowealth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature7 records
Robowealth partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Leading Thai Asset Management Companies (12 firms)coreRobowealth's ecosystem serves and is trusted by 12 major asset management companies in Thailand including Aberdeen, Eastspring, Kasikorn, Krungsri, Krungthai, MFC, One Asset, Phillip, Principal, SCB Asset Management, UOB Asset Management, and XSpring. These companies use Robowealth's B2B wealth-tech solutions and participate in the fundii fund distribution network.
- K Plus App (Kasikorn Bank)minorPartnership with K Plus App for digital banking integration as part of Robowealth's expansion initiatives (2022-2024)
- TrueMoney AppminorPartnership with TrueMoney App for digital payment and financial service integration as part of Robowealth's expansion initiatives (2022-2024)
Scale indicators5 records
Recent moves10 records
Expansion highlights6 records
Robowealth competitors and assessment
Company assessmentDirect peers
- FINNOMENA: Thailand's largest local robo-advisor and fund distribution platform, directly competing with fundii for Thai retail mutual fund investors and offering fund comparison and AI-driven portfolio tools.
- StashAway: Regional digital wealth manager operating across Southeast Asia (Singapore, Malaysia, Thailand, Indonesia, UAE) offering automated portfolio investing - the closest cross-border comparable to Robowealth's retail robo-advisory model.
- Endowus: Singapore-headquartered digital wealth platform combining robo-advisory with access to institutional-grade funds and a cash management business, comparable to Robowealth's integrated fundii + advisory offering.
- Syfe: Asia digital wealth manager offering automated investing portfolios across multiple risk profiles in Singapore, Hong Kong and Australia; comparable retail robo-advisory competitor to fundii.
- Wealthfront: US-headquartered pioneer robo-advisor offering automated portfolio management, tax-loss harvesting, and AI-driven financial planning - the global reference model for the robo-advisory category Robowealth operates in.
- Betterment: One of the original US robo-advisors offering automated investing and retirement planning; comparable as a direct-to-consumer automated wealth management peer, especially for the B2C fundii product line.
Emerging players
- Kristal.AI: Singapore-based digital wealth platform focused on AI-driven portfolio management and access to alternatives - comparable in AI-advisory positioning but with stronger alternatives/private markets angle.
- Bento (formerly Bento Wealth): Asian digital wealth platform offering curated portfolios and advisor-led wealth management for HNW and mass-affluent segments - an adjacent emerging player in the regional digital wealth space.
Broad incumbents
- Kasikorn Asset Management (KAsset): One of Thailand's largest asset managers and a Robowealth enterprise customer; competes at the broader asset-management layer and could internalize distribution via K Plus, representing both a partner and a competitive threat.
- BlackRock (incl. iShares): Global asset management giant whose Aladdin and digital wealth tools overlap with Robowealth's enterprise wealth-tech ambitions; sets the upper bound for institutional-grade wealth-tech platforms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Robowealth social profiles
Digital presenceRobowealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Robowealth leadership team
Management profileNumber of profiles
Profiles21 records
Robowealth subsidiaries and ownership
Company hierarchySubsidiaries3 records
Robowealth funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Robowealth 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 Robowealth
What does Robowealth do?
Robowealth is a Thai wealth-tech ecosystem builder offering AI-powered investment advisory and mutual fund distribution technology. Its consumer-facing fundii platform aggregates 2,000+ mutual funds from 20+ Thai asset management companies for retail search, buy/sell/switch, and AI-driven insights. Its INDEGO platform serves high-net-worth individuals with personalized wealth advisory. The company also sells B2B Enterprise Wealth-Tech Solutions (platforms, advisory tools, back-office systems) to asset management firms and financial institutions across Thailand.
Is Robowealth a public or private company?
Robowealth is a private company. It is classified as venture growth investor backed and is currently operating.
When was Robowealth founded?
Robowealth was founded in 2018. It employs 51 to 100 people.
Where is Robowealth based?
Robowealth is headquartered in Bangkok, Thailand, in the Asia region.
How does Robowealth make money?
Three revenue lines are on record. Asset Management Advisory Fees are the primary driver. The others are mutual Fund Distribution Fees and B2B Enterprise Wealth-Tech Solutions.
Who are Robowealth's main competitors?
Direct peers on record are FINNOMENA, StashAway, Endowus, Syfe, Wealthfront and Betterment. Emerging players are Kristal.AI and Bento (formerly Bento Wealth). Broad incumbents are Kasikorn Asset Management (KAsset) and BlackRock (incl. iShares).
Does Robowealth have an API?
No public API is recorded for Robowealth.