Avrio Wealth

What Avrio Wealth does

Avrio Wealth is a privately held, fee-based wealth management and financial planning firm founded in 2020 and headquartered in Singapore, with a US office in New York. The firm is structured as two regulated entities: Avrio Wealth Pte Ltd, licensed by the Monetary Authority of Singapore (MAS CMS101304), and Avrio Wealth LLC, a Registered Investment Adviser with the US Securities and Exchange Commission. Avrio delivers goals-based wealth planning and investment management following Certified Financial Planner Board of Standards, with explicit fiduciary duty and a fee-only structure spanning flat fees, hourly fees, project fees, and asset-based advisory pricing; there are no lock-in periods and no commission-driven product sales.

The core offering consists of four integrated service pillars: Cross-Border Wealth Planning, Wealth Management (globally diversified ETF portfolios, thematic exposures, and single-stock portfolios across multiple currencies), Wealth Transfer (international insurance, tax reduction, and estate planning), and Immigration and Expatriation Services. These are delivered across four specialized client segments: US taxpayers abroad (including FBAR/FATCA/PFIC compliance and Singapore custody), Singapore residents (CPF, SRS, stamp duty, multi-currency portfolios), British expatriates (UK pensions, inheritance tax, GBP portfolios), and Australian expatriates (superannuation, QROPS, AUD portfolios).

The technology stack relies on third-party financial planning and custodial platforms — Addepar, Morningstar Wealth Platform, Money Guide Pro, Charles Schwab, Interactive Brokers, Saxo Invest, RBC, and ShareFile — accessed through a client portal, rather than proprietary systems. The firm operates without disclosed external funding, is founder-owned, and markets through a content-driven engine anchored by the Avrio Insights blog and a weekly/monthly email newsletter.

Name

Avrio Wealth

Legal name

Avrio Wealth Pte Ltd

Website

https://avriowealth.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Avrio Wealth is a fee-based, fiduciary wealth management firm founded in 2020, operating from Singapore and New York to deliver cross-border financial planning and investment management for US taxpayers abroad, Singapore residents, British expatriates, and Australian expatriates.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAN

Private Client/High-Net-Worth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAAAAAF

Financial Planning & Goals-Based Advice (Mass Affluent)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• Cross-border wealth planning
• Expatriate financial advisory
• Investment management services
• Fee-based wealth management
• Global family financial planning

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Fee-Based Wealth Planning: Flat, hourly and project fee wealth planning services rendered through a transparent fee-based structure with no lock-in periods or hidden fees.
2. Investment Advisory (Asset-Based): Flat fee or traditional asset-based investment advisory services. As fiduciaries, investments are driven by client goals rather than product commissions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Avrio Wealth provides fee-based goals-based wealth planning and investment management for global families and expatriates. The firm offers cross-border financial planning, globally diversified ETF and single-stock portfolio management, wealth transfer and estate planning, and immigration/expatriation advisory services, delivered through a fiduciary, transparent fee-only model with no lock-in periods.

Product overview

Avrio Wealth is a fee-based wealth management and financial planning firm founded in 2020, offering a unified suite of advisory services for global families and expatriates. The core offering consists of four integrated service pillars: Cross Border Wealth Planning (following CFP Board standards), Wealth Management (globally diversified ETF-based portfolios), Wealth Transfer (estate and insurance planning), and Immigration & Expatriation Services. These services are delivered across specialized client segments including US Taxpayers, Singapore Residents, British Expatriates, and Australian Expatriates. The firm supplements its advisory services with a Client Portal integrating multiple custodian platforms and an Insights Newsletter. The company operates as a fiduciary on a transparent fee-only basis with no lock-in periods.

Differentiator

Problem solved

Functional benefit

Products and services

• Cross Border Wealth Planning

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Partnerships

One partnership is on record.

• Network of Lawyers, Accountants, and Relocation SpecialistssupportingOthersAvrio works with a network of lawyers, accountants, and relocation specialists to assist clients with immigration and expatriation planning, cross-border tax structuring, and relocation services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Carson Group: Large US RIA platform supporting fiduciary financial advisors across the country. Comparable to Avrio in fee-based advisory philosophy, but operates as a nationwide platform with institutional backing rather than a niche cross-border boutique.
• Fisher Investments: Large global investment manager serving high-net-worth individuals with portfolio management services. Comparable to Avrio's asset-based investment advisory offering for HNW clients, though without Avrio's expat-specific tax and cross-border specialization.
• St. James's Place: UK-listed wealth manager with significant international and expatriate client services, including cross-border tax and pension planning. Comparable to Avrio in serving British expatriates and providing integrated wealth planning, though at much larger scale.
• Creative Planning: Large US RIA offering comprehensive wealth management, tax, and estate planning. Overlaps with Avrio in fiduciary, fee-based financial planning and investment advisory for affluent clients, but operates at much greater scale and primarily domestically.
• HSBC Global Expat Services: Global bank offering dedicated expat banking, wealth, and cross-border services. Competes directly with Avrio for internationally-mobile HNW clients with multi-currency needs, though within a much larger retail-banking framework.

Emerging players

• Bright!Tax (Expat Tax & Wealth Partners): US tax services firm specializing in expats with adjacent wealth and financial planning offerings. Comparable to Avrio in serving Americans abroad with FBAR/FATCA needs, though primarily tax-centric rather than full wealth management.
• Arta Finance: Digital wealth platform for global citizens and high-net-worth individuals with cross-border needs. Comparable to Avrio in serving internationally-mobile clients with multi-currency investing, but competes via a tech-led rather than advisor-led delivery model.

Regional players

• True Wealth: European digital wealth manager offering automated, low-cost portfolio management across multiple jurisdictions. Comparable in fee-based investment advisory and multi-currency execution, but regionally focused on Europe and serving a slightly less affluent segment.

Direct peers

• XY Planning Network: Network of fee-only financial advisors serving Generation X and Millennials with transparent, fiduciary planning. Comparable to Avrio in fee-only/no-commission philosophy and advisor-led delivery, though with different client demographics and no cross-border specialization.
• AES International: UK-headquartered fee-based financial adviser specializing in expat wealth management across multiple jurisdictions. Highly comparable to Avrio in target client (British and other expats), fee-only model, and cross-border tax and pension expertise.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/avriowealth
• YouTubeyoutube.com/avriowealth
• Facebookfacebook.com/avriowealth
• LinkedInlinkedin.com/company/avrio-wealth
• Instagraminstagram.com/avriowealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Avrio Wealth