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Alpha Wealth Financial Advisers

Full company profile

uuid00sn6i3

Namestring
Alpha Wealth Financial Advisers
Websiteurl
awfa.com.sg
Company typeenum
Private
Founded yearint
2022
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersSingapore, Singapore
HQ citystring
Singapore
HQ countrystring
Singapore
HQ regionstring
Asia
Markets served

Serves global market

Keyword5 values
wealth management, financial advisory, financial planning, investment advisory, personal financial advice
Industry3 codes
1Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryYes
2Broker-Dealer Affiliated Wealth Advisory
CodeFSAEABABPrimaryNo
3Private Banking & UHNW Wealth Advisory
CodeFSAEABACPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Financial Advisory Services
Social media profiles1 record
Cost components1 value
Personnel
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Alpha Wealth Financial Advisers operates as a financial advisory firm. The company's specific product/service mix cannot be determined from the available source content because the website (awfa.com.sg) only displays a verification/loading page with no substantive company information. Based on the company name, it most likely delivers wealth management and personal financial advisory services to clients in Singapore/Southeast Asia.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

No product information available from source. The source data contains only a website verification/loading page with no substantive content about products, services, or offerings.

No data
Peers10 records
TypeDirect peer
Description

Singapore-licensed digital wealth manager operating across SEA (Singapore, Hong Kong, UAE, Malaysia). Comparable as a Southeast Asia wealth advisory targeting retail and HNW investors.

TypeDirect peer
Description

Singapore fee-only fiduciary wealth advisory firm serving HNW individuals. Comparable for its Singapore base and pure-advisory business model.

TypeDirect peer
Description

Singapore-based independent financial adviser providing fee-based wealth and retirement advisory. Comparable as a Singapore-domiciled advisory-led wealth manager.

TypeDirect peer
Description

Singapore-headquartered fee-based wealth and advisory platform serving mass-affluent and HNW clients across SEA. Directly comparable as a Singapore-domiciled advisory-led wealth manager.

TypeBroad incumbent
Description

Singapore's largest bank's wealth arm offering full-service private banking and advisory across SEA. Comparable as a major incumbent wealth advisor in the same Singapore market, though with a much broader portfolio.

TypeBroad incumbent
Description

Global private bank with a major Singapore and SEA wealth franchise serving HNW and UHNW clients. Comparable as a large incumbent in the same advisory category, though global rather than Singapore-native.

TypeDirect peer
Description

Singapore-based digital wealth and advisory platform serving retail and HNW clients in SEA. Comparable for its Singapore base, advisory fee model, and regional expansion.

TypeRegional player
Description

Independent wealth advisory firm focused on Southeast Asia cross-border wealth planning. Comparable for its SEA-centric advisory focus, though not Singapore-domiciled.

TypeDirect peer
Description

Singapore financial advisory firm offering wealth planning, investment advisory, and insurance solutions. Comparable for its Singapore MAS-regulated advisory focus on wealth management.

TypeDirect peer
Description

Singapore-based financial adviser offering wealth advisory and planning to retail and mass-affluent clients. Comparable for its Singapore MAS-regulated advisory focus.

Market position
Strengths2 records

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights2 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

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
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
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 →

Alpha Wealth Financial Advisers

Financial Advisory Servicesawfa.com.sg

Alpha Wealth Financial Advisers firmographics

Firmographics
Name
Alpha Wealth Financial Advisers
Website
https://awfa.com.sg
Company type
Private
Founded year
2022
Headcount range
101–250 employees
Ownership category
akta.pro rank

Alpha Wealth Financial Advisers industry classification

Industry
Product category
Financial Advisory Services
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
akta.pro secondary industries
Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

  • Wealth management
  • Financial advisory
  • Financial planning
  • Investment advisory
  • Personal financial advice

Where Alpha Wealth Financial Advisers is headquartered

Location

Headquarters

HQ city
Singapore
HQ country
Singapore
HQ region
Asia

Markets served

Alpha Wealth Financial Advisers business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel

Alpha Wealth Financial Advisers product offering

Product offering

Core offering

Alpha Wealth Financial Advisers operates as a financial advisory firm. The company's specific product/service mix cannot be determined from the available source content because the website (awfa.com.sg) only displays a verification/loading page with no substantive company information. Based on the company name, it most likely delivers wealth management and personal financial advisory services to clients in Singapore/Southeast Asia.

Product overview

No product information available from source. The source data contains only a website verification/loading page with no substantive content about products, services, or offerings.

Differentiator

Problem solved

Functional benefit

Companies that use Alpha Wealth Financial Advisers

Customer profile

Ideal customer profiles1 record

Alpha Wealth Financial Advisers technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Alpha Wealth Financial Advisers competitors and assessment

Company assessment

Direct peers

  • StashAway: Singapore-licensed digital wealth manager operating across SEA (Singapore, Hong Kong, UAE, Malaysia). Comparable as a Southeast Asia wealth advisory targeting retail and HNW investors.
  • Providend: Singapore fee-only fiduciary wealth advisory firm serving HNW individuals. Comparable for its Singapore base and pure-advisory business model.
  • IPP Financial Advisers: Singapore-based independent financial adviser providing fee-based wealth and retirement advisory. Comparable as a Singapore-domiciled advisory-led wealth manager.
  • Endowus: Singapore-headquartered fee-based wealth and advisory platform serving mass-affluent and HNW clients across SEA. Directly comparable as a Singapore-domiciled advisory-led wealth manager.
  • Syfe: Singapore-based digital wealth and advisory platform serving retail and HNW clients in SEA. Comparable for its Singapore base, advisory fee model, and regional expansion.
  • Finexis: Singapore financial advisory firm offering wealth planning, investment advisory, and insurance solutions. Comparable for its Singapore MAS-regulated advisory focus on wealth management.
  • MoneyOwl: Singapore-based financial adviser offering wealth advisory and planning to retail and mass-affluent clients. Comparable for its Singapore MAS-regulated advisory focus.

Broad incumbents

  • DBS Wealth Management: Singapore's largest bank's wealth arm offering full-service private banking and advisory across SEA. Comparable as a major incumbent wealth advisor in the same Singapore market, though with a much broader portfolio.
  • UBS Wealth Management: Global private bank with a major Singapore and SEA wealth franchise serving HNW and UHNW clients. Comparable as a large incumbent in the same advisory category, though global rather than Singapore-native.

Regional players

  • Crossbridge Capital: Independent wealth advisory firm focused on Southeast Asia cross-border wealth planning. Comparable for its SEA-centric advisory focus, though not Singapore-domiciled.

Market position

Strengths2 records

Weaknesses3 records

Key risks4 records

Key highlights2 records

Customer concentration

Alpha Wealth Financial Advisers social profiles

Digital presence

Alpha Wealth Financial Advisers financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Alpha Wealth Financial Advisers leadership team

Management profile

Number of profiles

Alpha Wealth Financial Advisers funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Alpha Wealth Financial Advisers 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 Alpha Wealth Financial Advisers

What does Alpha Wealth Financial Advisers do?

Alpha Wealth Financial Advisers operates as a financial advisory firm. The company's specific product/service mix cannot be determined from the available source content because the website (awfa.com.sg) only displays a verification/loading page with no substantive company information. Based on the company name, it most likely delivers wealth management and personal financial advisory services to clients in Singapore/Southeast Asia.

When was Alpha Wealth Financial Advisers founded?

Alpha Wealth Financial Advisers was founded in 2022. It employs 101 to 250 people.

Where is Alpha Wealth Financial Advisers based?

Alpha Wealth Financial Advisers is headquartered in Singapore, Singapore, in the Asia region.

Who are Alpha Wealth Financial Advisers's main competitors?

Direct peers on record are StashAway, Providend, IPP Financial Advisers, Endowus, Syfe, Finexis and MoneyOwl. Broad incumbents are DBS Wealth Management and UBS Wealth Management. Crossbridge Capital is listed as a regional player.

Does Alpha Wealth Financial Advisers have an API?

No public API is recorded for Alpha Wealth Financial Advisers.

What industry is Alpha Wealth Financial Advisers in?

Alpha Wealth Financial Advisers's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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