Jitta Wealth
Jitta Wealth is a Thailand-based, SEC-licensed WealthTech offering AI-managed investment portfolios (Global ETF, Jitta Ranking, Thematic, Jitta Money, Omni Fund) to retail investors via a self-serve mobile platform, leveraging proprietary stock-ranking algorithms from parent Jitta.com.
- Company typePrivate
- Founded2019
- HeadquartersChatuchak, Thailand
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Jitta Wealth does
Jitta Wealth is a Thailand-based SEC-licensed WealthTech (Type C private fund management license ลค-0105-01, granted 2019) that operates as the asset management arm of Jitta.com, the value-investing analysis platform founded in 2013. Headquartered in Bangkok and claiming to be the first WealthTech in Thailand to receive a private fund management license, the company provides automated, discretionary portfolio management services to Thai retail investors through a mobile-first self-serve platform available on iOS, Android, and Huawei AppGallery. No physical branches or salesforce are used; account opening, identity verification (via ThaID or NDID), funding, and portfolio monitoring are handled entirely in-app.
The platform offers five AI-managed investment policies: Jitta Ranking (proprietary value-investing stock selection following Warren Buffett principles, min 500,000 THB); Global ETF (globally diversified equity/fixed income ETF portfolio using Modern Portfolio Theory, min 10,000 THB); Thematic (megatrend ETFs in AI-managed Optimize and DIY variants); Jitta Money (short-duration US Treasury bond ETFs launched 2023, min 10,000 THB); and Omni Fund (balanced global portfolio starting from 1,000 THB). All products include automated dollar-cost averaging execution and quarterly portfolio rebalancing. The underlying Jitta Ranking scoring algorithm, developed by parent Jitta.com, processes financial fundamentals across Thailand, Vietnam, USA, China, Japan, and Hong Kong. A bundled accidental death insurance product, Jitta Protect (up to 10 million THB coverage), is offered free to DCA investors as a stickiness lever.
Jitta Wealth monetizes through a 0.5% annual management fee on AUM across most products, a 10% performance fee on Jitta Ranking profits, and reduced transaction commissions. Distribution is digital and self-serve, with customer acquisition driven by YouTube content marketing, the Passive Way educational platform, and community engagement via Facebook and LINE. The company raised $6.5 million in February 2019 from Beacon Venture Capital (Kasikorn Bank's VC arm) and has announced plans to expand into Singapore and India.
Jitta Wealth firmographics
Firmographics- Name
- Jitta Wealth
- Legal name
- บริษัท หลักทรัพย์จัดการกองทุนจิตตะ เวลธ์ จำกัด
- Website
- https://jittawealth.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Jitta Wealth is a Thailand-based, SEC-licensed WealthTech offering AI-managed investment portfolios (Global ETF, Jitta Ranking, Thematic, Jitta Money, Omni Fund) to retail investors via a self-serve mobile platform, leveraging proprietary stock-ranking algorithms from parent Jitta.com.
- Ownership category
- akta.pro rank
Jitta Wealth industry classification
Industry- Product category
- Digital Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Jitta Wealth is headquartered
LocationHeadquarters
- HQ city
- Chatuchak
- HQ country
- Thailand
- HQ region
- Asia
Offices1 record
Markets served
Jitta Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Management Fees: Annual asset management fees charged on AUM. Global ETF and Thematic products charge 0.5% per year. Fees are calculated on net asset value in the portfolio.
- Performance Fees (Jitta Ranking): Jitta Ranking charges 10% of profits annually as performance fee, aligned manager and investor interests.
- Transaction Fees: Trading commissions at reduced rates (0.1% vs standard 0.2%), back-end fees of 1%, and custodian fees. Jitta Wealth subsidizes custodian fees with no minimum 80 THB/month charge.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Global ETF - Starting from 10,000 THB with 0.5% annual management fee |
| Subscription | Annual | Jitta Ranking - Minimum 500,000 THB with 10% performance fee on profits |
| Subscription | Annual | Jitta Money - Starting from 10,000 THB with 0.5% management fee |
| Subscription | Annual | Omni Fund - Starting from 1,000 THB with 0.5% annual management fee |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Jitta Wealth product offering
Product offeringCore offering
Jitta Wealth is an SEC-licensed Thai WealthTech that provides AI-powered automated discretionary portfolio management for individual retail investors through a mobile-first self-serve platform. The company offers five investment policies — Jitta Ranking, Global ETF, Thematic, Jitta Money, and Omni Fund — spanning value-investing stock selection, global ETF diversification, thematic megatrends, US Treasury bond money-market, and balanced global portfolios, with minimums ranging from 1,000 THB to 500,000 THB. The service automates portfolio rebalancing and Dollar Cost Averaging using proprietary algorithms licensed from parent company Jitta.com, charging a 0.5% annual management fee plus a 10% performance fee on profits for the Jitta Ranking policy.
Product overview
Jitta Wealth operates as a SEC-licensed (license ลค-0105-01) WealthTech platform offering five AI-managed investment policies: Jitta Ranking (value investing in individual stocks), Global ETF (global stock/bond diversification), Thematic (megatrend-focused ETFs), Jitta Money (US Treasury bond ETFs), and Omni Fund (balanced global portfolio). All policies feature automated portfolio management with DCA and rebalancing capabilities. Jitta Protect adds complimentary accidental death insurance for DCA investors. The platform is built on technology from บริษัท จิตตะ ดอท คอม จำกัด (Jitta.com), the value investing analysis platform founded in 2013.
Differentiator
Problem solved
Functional benefit
Brands
- Jitta Ranking: AI-powered value investing policy selecting undervalued quality stocks following Warren Buffett's principles. Invests in individual stocks across Thailand, Vietnam, USA, China, Japan, and Hong Kong markets.
- Global ETF
- Thematic
- Jitta Money
Products and services
- Jitta Ranking
Companies that use Jitta Wealth
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
Jitta Wealth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature3 records
Jitta Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Jitta.com (บริษัท จิตตะ ดอท คอม จำกัด)coreJitta Wealth uses proprietary stock analysis technology and algorithms developed by Jitta.com for value investing. Jitta.com has provided equity analysis platform since 2013. The technology partnership enables AI-powered stock ranking and selection for Jitta Ranking product.
Scale indicators4 records
Recent moves7 records
Expansion highlights4 records
Jitta Wealth competitors and assessment
Company assessmentDirect peers
- StashAway: Singapore-headquartered digital wealth management platform operating across SEA including Thailand, offering automated ETF-based portfolios with similar fee structure and risk-profiled product tiers — the closest regional direct competitor to Jitta Wealth.
- Endowus: Singapore-based fee-only wealth management platform providing automated portfolio construction across global ETFs and bonds with cash management solutions — directly comparable to Jitta Wealth's Global ETF, Omni Fund, and Jitta Money products.
- Syfe: Singapore digital wealth manager offering automated diversified ETF portfolios, thematic investment baskets, and cash management — overlapping significantly with Jitta Wealth's Global ETF, Thematic, and money-market offerings across SEA.
- Kristal.AI: Singapore-based AI-powered wealth management platform offering curated model portfolios of ETFs and individual securities with algorithmic selection — most directly comparable on the AI-driven stock and ETF selection thesis underlying Jitta Ranking.
- Wahed Invest: Global Shariah-compliant robo-advisor offering automated ETF portfolio management across multiple jurisdictions with low minimums — analogous to Jitta Wealth's mobile-first, low-minimum, automated wealth product distribution model.
Broad incumbents
- Wealthsimple: Canada's largest independent online wealth manager offering automated investing, self-directed trading, and tax-advantaged accounts — comparable business model (multi-product automated wealth platform) but operating in a more mature North American market.
- Wealthfront: US-based pioneer of automated ETF-based portfolio management, offering goal-based planning, tax-loss harvesting, and a cash management account — most analogous US robo-advisor to Jitta Wealth's automated Global ETF and Jitta Money products.
- Betterment: US robo-advisor offering automated goal-based portfolios, cash management, and tax optimization — another pioneer in the automated wealth management category that serves as a global benchmark for Jitta Wealth's productized fee model.
Regional players
- Finnomena: Thai fintech platform offering mutual fund aggregation and investment tools targeted at Thai retail investors — competes with Jitta Wealth in the same Thai domestic retail wealth market but with a different (aggregator/self-directed) business model.
Others
- Jitta.com: Parent company of Jitta Wealth and operator of the Jitta.com value-investing analysis platform used by global investors — the technology provider behind Jitta Wealth's AI ranking engine, included as the closest ecosystem/parent peer.
Market position
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Jitta Wealth social profiles
Digital presenceJitta Wealth compliance and trust
Trust signalCompliance1 record
Jitta Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jitta Wealth leadership team
Management profileNumber of profiles
Profiles2 records
Jitta Wealth funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jitta Wealth 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 Jitta Wealth
What does Jitta Wealth do?
Jitta Wealth is an SEC-licensed Thai WealthTech that provides AI-powered automated discretionary portfolio management for individual retail investors through a mobile-first self-serve platform. The company offers five investment policies — Jitta Ranking, Global ETF, Thematic, Jitta Money, and Omni Fund — spanning value-investing stock selection, global ETF diversification, thematic megatrends, US Treasury bond money-market, and balanced global portfolios, with minimums ranging from 1,000 THB to 500,000 THB. The service automates portfolio rebalancing and Dollar Cost Averaging using proprietary algorithms licensed from parent company Jitta.com, charging a 0.5% annual management fee plus a 10% performance fee on profits for the Jitta Ranking policy.
Is Jitta Wealth a public or private company?
Jitta Wealth is a private company. It is classified as corporate owned and is currently operating.
When was Jitta Wealth founded?
Jitta Wealth was founded in 2019. It employs 11 to 50 people.
Where is Jitta Wealth based?
Jitta Wealth is headquartered in Chatuchak, Thailand, in the Asia region.
How does Jitta Wealth make money?
Three revenue lines are on record. Management Fees are the primary driver. The others are performance Fees (Jitta Ranking) and transaction Fees.
Who are Jitta Wealth's main competitors?
Direct peers on record are StashAway, Endowus, Syfe, Kristal.AI and Wahed Invest. Broad incumbents are Wealthsimple, Wealthfront and Betterment. Finnomena is listed as a regional player. Jitta.com is listed as an others.
Does Jitta Wealth have an API?
No public API is recorded for Jitta Wealth.
What industry is Jitta Wealth in?
Jitta Wealth's product category is Digital Wealth Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.