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AGDelta

Full company profile

uuid000d2o8

Namestring
AGDelta
Legal namestring
AG Delta Pte Ltd
Websiteurl
agdelta.com
Company typeenum
Private
Founded yearint
2008
Descriptiontext

AGDelta is a Singapore-incorporated B2B2C FinTech company that provides a digital wealth management platform to financial intermediaries, including retail banks, private banks, and external asset managers/financial advisors. The firm's stated value proposition centers on enabling investments to be safer, more relevant, and more accessible for end clients through three interconnected capabilities: digital advisory matching, regulatory compliance, and best execution connectivity. Founded in 2008 and headquartered at 168 Robinson Road, #20-01 Capital Tower, Singapore, the company reports a footprint spanning 15 global markets, 10,000 users, and $1.5 trillion USD in cumulative notional transacted on its platform to date.

The platform is built as a multi-modular system. The Digital Advisory module uses proprietary matching algorithms and AI-driven recommendation engines to align investment opportunities with personalized client profiles and preferences. The Compliance module is delivered as a Compliance as a Service Open API covering KYC, investment suitability, product risk rating, and cross-border regulatory controls. The Best Execution module is a multi-asset connectivity hub that digitizes price, quote, and execution requests between custodian banks and product providers. Leadership comprises co-founder and CEO Andrew Au, CTO Mok Chung, COO Bhaskar Guntury, and Managing Director of Product Management David Roy, with a reported headcount of 51-100.

The business model is enterprise B2B2C platform licensing to financial intermediaries, with primary go-to-market through direct enterprise field sales and a demo-request-driven website funnel. Pricing is not publicly disclosed. The company has received regulator-issued recognition including the MAS Fintech Awards 2017 from the Monetary Authority of Singapore and the Hong Kong ICT Awards 2018, lending credibility to its regulatory and innovation positioning in cross-border wealth management.

Short descriptiontext

AGDelta is a Singapore-based B2B2C FinTech that sells a multi-modular digital wealth platform to retail banks, private banks, and EAMs/financial advisors, combining AI-driven advisory matching, compliance, and multi-asset best execution connectivity across 15 global markets.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersSingapore, Singapore
HQ citystring
Singapore
HQ countrystring
Singapore
HQ regionstring
Asia
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
digital wealth platform, wealth management software, investment compliance API, robo-advisory platform, best execution connectivity
Industry4 codes
1FSAGAEAH
CodeFSAGAEAHPrimaryYes
2FSAAAAAE
CodeFSAAAAAEPrimaryNo
3FSAAAAAD
CodeFSAAAAADPrimaryNo
4FSABAAAJ
CodeFSABAAAJPrimaryNo
NAICS code2 codes
  • 523
  • 5132
SIC code2 codes
  • 6282
  • 7372
Product category
Digital Wealth Management Software
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Digital Wealth Platform Licensing
TypeSubscription Recurring
Description

B2B2C FinTech company providing a multi-modular digital wealth platform to financial intermediaries. Revenue appears to be generated through platform licensing fees to retail banks, private banks, and EAMs/Financial Advisors

agdelta.com
Marketing channels2 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

AGDelta provides a multi-modular digital wealth platform that connects the wealth management and investment product provider ecosystem. It sells to financial intermediaries (retail banks, private banks, EAMs/FAs), combining an AI-driven digital advisory module, a Compliance as a Service Open API, and a multi-asset best execution connectivity hub to match investment opportunities with client risk profiles across 15 global markets.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • 1.5 Trillion USD in notional transacted on the platform
+3 more records
Product overview1 text field

AGDelta offers a unified Digital Wealth Platform consisting of three interconnected modules: Digital Advisory (AI-powered recommendation engine for relevant, timely financial advice), Compliance Module (Compliance as a Service API covering KYC, suitability, and risk rating), and Best Execution Module (multi-asset connectivity hub for price/execution requests). The platform serves Retail Banks, Private Banks, and EAMs/FAs across 15 global markets, processing over $1.5 trillion in notional transactions.

Product and service1 record
1Digital Wealth Platform
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
Yes

Docs URL, Description

AI capability3 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

AGDelta

Digital Wealth Management Softwareagdelta.com

AGDelta is a Singapore-based B2B2C FinTech that sells a multi-modular digital wealth platform to retail banks, private banks, and EAMs/financial advisors, combining AI-driven advisory matching, compliance, and multi-asset best execution connectivity across 15 global markets.

What AGDelta does

AGDelta is a Singapore-incorporated B2B2C FinTech company that provides a digital wealth management platform to financial intermediaries, including retail banks, private banks, and external asset managers/financial advisors. The firm's stated value proposition centers on enabling investments to be safer, more relevant, and more accessible for end clients through three interconnected capabilities: digital advisory matching, regulatory compliance, and best execution connectivity. Founded in 2008 and headquartered at 168 Robinson Road, #20-01 Capital Tower, Singapore, the company reports a footprint spanning 15 global markets, 10,000 users, and $1.5 trillion USD in cumulative notional transacted on its platform to date.

The platform is built as a multi-modular system. The Digital Advisory module uses proprietary matching algorithms and AI-driven recommendation engines to align investment opportunities with personalized client profiles and preferences. The Compliance module is delivered as a Compliance as a Service Open API covering KYC, investment suitability, product risk rating, and cross-border regulatory controls. The Best Execution module is a multi-asset connectivity hub that digitizes price, quote, and execution requests between custodian banks and product providers. Leadership comprises co-founder and CEO Andrew Au, CTO Mok Chung, COO Bhaskar Guntury, and Managing Director of Product Management David Roy, with a reported headcount of 51-100.

The business model is enterprise B2B2C platform licensing to financial intermediaries, with primary go-to-market through direct enterprise field sales and a demo-request-driven website funnel. Pricing is not publicly disclosed. The company has received regulator-issued recognition including the MAS Fintech Awards 2017 from the Monetary Authority of Singapore and the Hong Kong ICT Awards 2018, lending credibility to its regulatory and innovation positioning in cross-border wealth management.

AGDelta firmographics

Firmographics
Name
AGDelta
Legal name
AG Delta Pte Ltd
Website
https://agdelta.com
Company type
Private
Founded year
2008
Operating status
Operating
Headcount range
51–100 employees
Short description
AGDelta is a Singapore-based B2B2C FinTech that sells a multi-modular digital wealth platform to retail banks, private banks, and EAMs/financial advisors, combining AI-driven advisory matching, compliance, and multi-asset best execution connectivity across 15 global markets.
Ownership category
akta.pro rank

Where AGDelta is headquartered

Location

Headquarters

HQ city
Singapore
HQ country
Singapore
HQ region
Asia

Offices1 record

Markets served

AGDelta business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. Digital Wealth Platform Licensing: B2B2C FinTech company providing a multi-modular digital wealth platform to financial intermediaries. Revenue appears to be generated through platform licensing fees to retail banks, private banks, and EAMs/Financial Advisors

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

AGDelta product offering

Product offering

Core offering

AGDelta provides a multi-modular digital wealth platform that connects the wealth management and investment product provider ecosystem. It sells to financial intermediaries (retail banks, private banks, EAMs/FAs), combining an AI-driven digital advisory module, a Compliance as a Service Open API, and a multi-asset best execution connectivity hub to match investment opportunities with client risk profiles across 15 global markets.

Product overview

AGDelta offers a unified Digital Wealth Platform consisting of three interconnected modules: Digital Advisory (AI-powered recommendation engine for relevant, timely financial advice), Compliance Module (Compliance as a Service API covering KYC, suitability, and risk rating), and Best Execution Module (multi-asset connectivity hub for price/execution requests). The platform serves Retail Banks, Private Banks, and EAMs/FAs across 15 global markets, processing over $1.5 trillion in notional transactions.

Differentiator

Problem solved

Functional benefit

Products and services

  • Digital Wealth Platform

Quantifiable outcome

  • 1.5 Trillion USD in notional transacted on the platform
  • +3 more outcomes

Companies that use AGDelta

Customer profile

Segments3 records

Ideal customer profiles3 records

AGDelta technology and API

Technology

Technology focussed Yes

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

AGDelta partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

AGDelta competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

AGDelta social profiles

Digital presence

AGDelta financial estimates

Financial estimate

Revenue estimate

Valuation estimate

AGDelta leadership team

Management profile

Number of profiles

Profiles4 records

AGDelta funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

AGDelta M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AGDelta

What does AGDelta do?

AGDelta provides a multi-modular digital wealth platform that connects the wealth management and investment product provider ecosystem. It sells to financial intermediaries (retail banks, private banks, EAMs/FAs), combining an AI-driven digital advisory module, a Compliance as a Service Open API, and a multi-asset best execution connectivity hub to match investment opportunities with client risk profiles across 15 global markets.

Is AGDelta a public or private company?

AGDelta is a private company. It is classified as unknown and is currently operating.

When was AGDelta founded?

AGDelta was founded in 2008. It employs 51 to 100 people.

Where is AGDelta based?

AGDelta is headquartered in Singapore, Singapore, in the Asia region.

How does AGDelta make money?

One revenue line is on record: digital Wealth Platform Licensing.

Does AGDelta have an API?

Yes. Compliance as a Service Open API covering KYC, Investment Suitability, Product Risk Rating, and Cross-border regulatory controls. The API enables pre-screening of all investment opportunities based on client's investment profile and rationale.

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