What Infinity Financial Solutions does

Infinity Financial Solutions Ltd is a Malaysia-registered financial advisory firm (Labuan FSA License BS200548) founded in 2004 that provides personalized financial planning services to expatriates across Asia. The firm operates offices in Malaysia, Vietnam, Cambodia, and China, serving individual expatriate clients and corporate/employer clients with a product suite spanning investment management, retirement planning, estate planning and will writing, trust services, medical and life insurance broking, travel insurance, international and offshore banking, foreign exchange, group pensions, group medical insurance, offshore company formation, and corporate risk and liability advisory. Its technology stack consists of cashflow forecasting software, a suite of online financial calculators (Lump Sum, Regular Savings, Life Insurance, Retirement, Education), and the third-party Praemium platform for back-office administration and client reporting, with data protected via 128-bit encryption.

The firm generates revenue through two primary streams: professional-services fees for financial advisory and consulting engagements and affiliate/referral commissions from insurance product placements, structured via Labuan-licensed insurance broking. Pricing is quote-based and personalized, with no public disclosure of fee schedules. Distribution is delivered through a sales-led direct advisory model in which qualified financial planners and consultants engage clients face-to-face across the Asian offices, supplemented by a secure client portal (login.onglobalplatform.com) for ongoing account access. Marketing reach is amplified by an active content engine (470+ blog articles), social channels, email newsletters, and webinars targeting expatriate-specific financial planning topics.

In August 2025, Infinity was acquired by Dubai-based Hoxton Wealth in a transaction described as Hoxton's first Asian acquisition and its largest to date, lifting combined assets under management to approximately AED 12 billion (~USD 3.3 billion). Post-acquisition, Infinity continues to operate under its own brand as a specialist partner for insurance and protection planning across Asia within the Hoxton Wealth group. Leadership is led by Dev Kumar (CEO and co-founder) and Drew Jerdan (founder).

Name

Infinity Financial Solutions

Legal name

Infinity Financial Solutions Ltd

Website

https://infinitysolutions.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

Infinity Financial Solutions is a Labuan-licensed financial advisory firm providing personalized financial planning, investment management, insurance broking, and wealth services to expatriates across Malaysia, Vietnam, Cambodia, and China, now operating as a subsidiary of Dubai-based Hoxton Wealth following its August 2025 acquisition.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282), Accident & Health Insurance (6321), Life Insurance (6311)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Financial advisory services
• Wealth management
• Insurance broking
• Retirement planning
• Expat financial planning

Headquarters

HQ city

Ampang

HQ country

Malaysia

HQ region

Asia

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Consulting Services: Infinity generates revenue through fees charged for personalized financial planning and advisory services delivered by qualified financial consultants. Services include investment management, retirement planning, estate planning, and insurance broking. The company acts as an intermediary between clients and financial product providers including insurance companies, investment firms, and banks.
2. Insurance Broking Commissions: As a Labuan-licensed insurance broker, Infinity arranges insurance policies and receives commissions from insurance providers. Services include medical insurance, life insurance, travel insurance, group insurance schemes, and specialized risk insurance for corporate clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Infinity Financial Solutions is a Labuan-licensed financial advisory and insurance broking firm that provides personalized financial planning services to expatriates across Asia. The firm sells investment management, retirement planning, estate planning, trust services, and a full suite of insurance products (medical, life, critical illness, travel, group schemes), supported by insurance broking commissions and advisory fees. It also serves corporate clients with group pensions, group insurance, offshore company formation, risk and liability broking, and corporate foreign exchange services.

Product overview

Infinity Financial Solutions is a financial services company providing personalized financial planning solutions to expatriates throughout Asia and across the world. The company operates as a unified platform offering personal and corporate financial services. Personal solutions include Investment Management (award-winning portfolio management for lump sums and regular savings), Investments for Expats in Asia, Regular Savings programmes, Wealth Management & Financial Consultant Services (via Tilney Group), Property Investment Services, Retirement Planning, Estate Planning & Will Writing, Trust Services in Asia, Medical Insurance in Asia, Life and Critical Illness Insurance, Travel Insurance, International Banking, and Foreign Exchange Service. Corporate solutions encompass International Group Pensions, Group Medical Insurance, Group Insurance Schemes, Offshore Company Formation (including Labuan incorporation), Risk and Liability Services, and Corporate Foreign Exchange Service. The company also provides a suite of online financial planning tools including Lump Sum Calculator, Regular Savings Calculator, Life Insurance Calculator, Retirement Calculator, and Education Calculator. Infinity Financial Solutions was acquired by Hoxton Wealth in August 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Award-winning portfolio management service for lump sums and regular savings, providing investment management solutions to expatriates throughout Asia.
• Investments for Expats in Asia Investment advisory services tailored for expatriates in Asia, helping clients maximise income through smart investment choices.
• Regular Savings for Expats in Asia Regular savings programme helping clients build up capital over time to reach their financial goals.
• Wealth Management & Financial Consultant Services Tailored advice and bespoke portfolios delivered in partnership with the Tilney Group.
• Property Investment Services Property investment advisory services providing long-term returns for expatriates.
• Retirement Planning Retirement planning services helping clients prepare for a comfortable retirement.
• Estate Planning & Will Writing Estate planning and will writing services ensuring client legacies go where intended.
• Trust Services in Asia Trust establishment services for family succession and tax mitigation purposes.
• Medical Insurance in Asia Tailored medical insurance plans for expatriates covering all needs and budgets across Asia, delivered through Infinity's Labuan-licensed insurance broking capability.
• Life and Critical Illness Insurance Comprehensive life and critical illness insurance protection for expatriates.
• Travel Insurance Travel insurance providing peace of mind for international travelers.
• International Banking International bank account services offering multi-currency transfers and tax advantages for expats.
• Foreign Exchange Service Foreign exchange services helping clients save money on international currency transactions.
• International Group Pensions Corporate pension scheme setup and administration services for international businesses.
• Group Medical Insurance Group medical insurance schemes for companies operating across Asia.
• Group Insurance Schemes Flexible, portable international group insurance schemes tailored to suit any company.
• Offshore Company Formation Offshore company incorporation services across multiple jurisdictions including Labuan, providing tax optimisation and confidentiality.
• Risk and Liability Services Specialist risk and liability insurance broking services including product liability, professional indemnity, and directors and officers insurance.
• Corporate Foreign Exchange Service Professional currency management and foreign exchange services for businesses to optimise exchange rates.

Quantifiable outcome

• Award-winning investment management recognized for excellence in portfolio management services
• +1 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Hoxton Wealth: Dubai-based wealth management firm that acquired Infinity in August 2025; now the parent company and direct comparable in serving internationally-mobile clients with cross-border wealth and protection solutions.
• Friends Provident International: Long-established provider of investment, savings and protection products for expatriates and international investors, comparable in offering cross-border financial planning across Asian markets.
• Axa Global Healthcare: Major international health and protection insurer with strong Asia expat footprint; comparable as a large incumbent providing medical and life insurance products that Infinity brokers to its expat clients.

Direct peers

• deVere Group: One of the world's largest independent financial advisory firms specializing in expatriate wealth management, with multi-country presence and a similar holistic planning offering for internationally-mobile clients.
• Tilney Group (now Evelyn Partners): UK wealth manager that partners with Infinity for bespoke portfolios and tailored advice; comparable as a discretionary/private wealth manager serving HNW individuals with cross-border needs.
• Saltus: UK-based wealth manager providing financial planning and investment management to HNW individuals, comparable in its personalized, advisor-led model and broad wealth/insurance offering.

Regional players

• Asia Wealth Management: Independent Asia-focused wealth manager serving HNW individuals across the region, with comparable offerings in cross-border financial planning, FX and offshore structuring.

Others

• Praemium: Wealth-platform technology provider that powers Infinity's client portal and reporting; a peer in the broader ecosystem rather than a competitor, as Infinity uses Praemium as infrastructure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/investmentasia
• Facebookfacebook.com/infinityfinancialsolutions
• LinkedInlinkedin.com/company/infinity-financial-solutions

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Infinity Financial Solutions