Infinity Financial Advisory
- Company typePrivate
- Founded-
- HeadquartersSingapore, Singapore
- Headcount11–50
- GTM typeB2C
- OfferingServices
Infinity Financial Advisory firmographics
Firmographics- Name
- Infinity Financial Advisory
- Legal name
- Infinity Financial Advisory Pte. Ltd.
- Website
- https://home.infinityfa.com.sg
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Infinity Financial Advisory industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Investment Management Advisory (RIA) (FSAEAAAB), Private Banking & UHNW Wealth Advisory (FSAEABAC), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Infinity Financial Advisory is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices2 records
Markets served
Infinity Financial Advisory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Financial Advisory Fees and Commissions: Infinity Financial Advisory generates revenue through advisory fees and commissions from the sale of insurance products (life, health, general insurance) and investment products (unit trusts, wealth management solutions). The firm works with over 50 partner insurers and investment platforms, earning commissions on products placed with clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Financial advisory services - personalized consultation-based |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Infinity Financial Advisory product offering
Product offeringCore offering
Infinity Financial Advisory is a Singapore-licensed financial advisory firm that delivers personalized wealth management, insurance advisory, retirement planning, and estate/legacy planning services to individual clients. The firm operates through a network of licensed financial consultants supported by the proprietary i-NITIATE® client mobile application, enabling clients to access financial information on-demand. It distributes insurance and investment products from over 50 partner insurers, investment platforms, and banks.
Product overview
Infinity Financial Advisory is a values-driven financial advisory firm operating as a single integrated service offering. The core offering centers on personalized financial advisory services delivered through their i-NITIATE® client mobile application, which provides clients with on-demand access to their financial information and planning tools. The firm complements its advisory services with an ecosystem of over 50 partners across life insurers, general insurers, investment platforms, and banks, enabling comprehensive financial solutions spanning protection, wealth accumulation, and legacy planning.
Differentiator
Problem solved
Functional benefit
Brands
- i-NITIATE®: Client mobile application enabling clients to access critical information and financial services on their fingertips at any time of convenience.
Products and services
- Personalized Financial Advisory One-on-one financial advisory service covering wealth management, retirement planning, insurance, investment, and estate planning for individual clients across life stages (Gen-Z, Young Parents, Gen-X, Retirees, Business Owners).
- i-NITIATE® Client App Proprietary client-facing mobile application enabling clients to access critical financial information, track portfolios, and manage their financial advisory relationship on-demand. Integrated with investment platforms such as iFast Financial, Phillip Capital Management (FAME), GROW with Singlife, uSMART Securities, and Tiger Brokers.
- 1-2-Infinity Approach Proprietary client engagement methodology providing a minimum of 12 touchpoints per year, keeping clients continuously updated and informed on their financial plans.
- Insurance Advisory Advisory and distribution of life insurance, health insurance, and general insurance products from partner insurers including AIA, Prudential, Manulife, Great Eastern, HSBC Life, AIG, Allianz, Chubb, and AXA.
- Wealth and Investment Advisory Advisory and distribution of unit trusts, wealth management solutions, and investment products through partner platforms including GROW with Singlife, iFast Financial, Phillip Capital Management, uSMART Securities, and Tiger Brokers.
- Corporate Employee Benefits Program Employee benefits programs and corporate financial wellness solutions delivered in collaboration with HR departments for businesses, providing financial planning services to employees.
- Estate and Trust Planning Estate planning, will writing, and family trust advisory services facilitated through referral partnerships with estate and trust specialists including Fortis Wills, Precepts Legacy, Precepts Trustee, and Riverside Trustee.
Companies that use Infinity Financial Advisory
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles6 records
Infinity Financial Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature2 records
Infinity Financial Advisory partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core, major, supporting and minor.
- finexis advisorycorefinexis advisory and its affiliates were the first member firms to join Ascend Asia when it launched in July 2025. They joined alongside the rebranding of Ascend Asia's asset management arm.
- Life Insurers (AIA, Prudential, Manulife, etc.)corePartnership with over 20 life insurers including AIA, Prudential, Manulife, Great Eastern, HSBC Life, and others to provide life insurance products to clients. These partnerships enable Infinity FA to offer diverse insurance solutions through their financial consultants.
- General Insurers (AIG, Allianz, Chubb, etc.)corePartnership with numerous general insurers including AIG, Allianz, Chubb, AXA, and others to provide general insurance products including home insurance, travel insurance, and commercial coverage.
- Investment Platforms (Singlife, iFast, Phillip Capital, etc.)majorPartnership with investment platforms including GROW with Singlife, iFast Financial, Phillip Capital Management, uSMART Securities, and Tiger Brokers to provide investment product access.
- Banks (DBS, OCBC, UOB, CIMB, MayBank, RHB)majorReferral partnerships with major Singapore banks including DBS, OCBC, UOB, CIMB, MayBank, and RHB for banking and securities referrals.
- Estate and Trust Partners (Fortis Wills, Precepts Legacy, etc.)supportingReferral partnerships with estate planning specialists including Fortis Wills, Precepts Legacy, Precepts Trustee, Riverside Trustee, and others for will and trust services.
- NinjaVanminorNinjaVan provides last-mile delivery services using their EV fleet charged through solar panels, supporting Infinity FA's sustainability initiatives and near-zero-emission delivery process.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Infinity Financial Advisory competitors and assessment
Company assessmentDirect peers
- SG Alliance: Singapore licensed financial advisory firm and fellow Ascend Asia member, co-acquired with Infinity FA in May 2026. Comparable product breadth across life insurance, general insurance, and investments, with similar mid-market and HNW client focus.
- finexis advisory: Singapore-based licensed financial advisory firm and the first member firm of Ascend Asia (joined July 2025). Offers comparable multi-product wealth, insurance, and legacy advisory to individual and business clients, making it the closest comparable within the same PE-backed platform.
- Financial Alliance: One of Singapore's largest independent financial advisory firms, offering multi-product wealth, insurance, and investment advisory to individuals and businesses. Closely comparable in business model (open-architecture, multi-product IFA) and target segments.
- PromiseLand Financial Advisory: Singapore licensed financial advisory firm and co-acquired Ascend Asia member alongside Infinity FA in May 2026. Provides personalized financial planning, insurance, and investment solutions to individuals and businesses—directly comparable offering and scale.
- IPP Financial Advisers: Established Singapore independent financial advisory firm providing wealth management, insurance, and retirement planning through a network of consultants. Directly comparable in service mix, multi-partner product access, and mid-market client focus.
- Harvestons Financial Group: Singapore-headquartered financial advisory group providing wealth advisory, family office, and insurance distribution across Southeast Asia. Comparable in life-stage segmentation and multi-product wealth advisory for individuals and business owners.
Broad incumbents
- Great Eastern Financial Advisers: Financial advisory arm of Great Eastern, one of Singapore's largest insurers. Competes with Infinity FA on life insurance, retirement, and legacy planning for individuals and SMEs, leveraging captive product economics and a much larger consultant base.
- DBS Wealth (incl. digiWealth): Wealth and advisory arm of DBS Bank Singapore, including its digital wealth offerings. Competes with Infinity FA across mass-affluent, HNW, and business-owner segments through integrated banking, insurance referrals, and digital portfolio tools.
- AIA Financial Advisers (Singapore): The financial advisory arm of AIA Singapore, a major life insurer. While insurer-affiliated (captive distribution), it competes with Infinity FA for the same individual and business-owner clients on life insurance and wealth products, with significantly larger scale and brand.
Emerging players
- StashAway: Singapore-headquartered digital wealth management platform offering robo-advisory portfolio management to retail and mass-affluent clients. Represents the emerging digital channel competing with traditional IFAs like Infinity FA on investment advisory for younger and mass-affluent segments.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Infinity Financial Advisory social profiles
Digital presenceInfinity Financial Advisory compliance and trust
Trust signalCompliance2 records
Infinity Financial Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Infinity Financial Advisory leadership team
Management profileNumber of profiles
Profiles8 records
Infinity Financial Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Infinity Financial Advisory 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 Infinity Financial Advisory
What does Infinity Financial Advisory do?
Infinity Financial Advisory is a Singapore-licensed financial advisory firm that delivers personalized wealth management, insurance advisory, retirement planning, and estate/legacy planning services to individual clients. The firm operates through a network of licensed financial consultants supported by the proprietary i-NITIATE® client mobile application, enabling clients to access financial information on-demand. It distributes insurance and investment products from over 50 partner insurers, investment platforms, and banks.
Is Infinity Financial Advisory a public or private company?
Infinity Financial Advisory is a private company. It is classified as corporate owned and is currently operating.
When was Infinity Financial Advisory founded?
Infinity Financial Advisory was founded in -1. It employs 11 to 50 people.
Where is Infinity Financial Advisory based?
Infinity Financial Advisory is headquartered in Singapore, Singapore, in the Asia region.
How does Infinity Financial Advisory make money?
One revenue line is on record: financial Advisory Fees and Commissions.
Who are Infinity Financial Advisory's main competitors?
Direct peers on record are SG Alliance, finexis advisory, Financial Alliance, PromiseLand Financial Advisory, IPP Financial Advisers and Harvestons Financial Group. Broad incumbents are Great Eastern Financial Advisers, DBS Wealth (incl. digiWealth) and AIA Financial Advisers (Singapore). StashAway is listed as an emerging player.
Does Infinity Financial Advisory have an API?
No public API is recorded for Infinity Financial Advisory.
What industry is Infinity Financial Advisory in?
Infinity Financial Advisory's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.