ife management

What ife management does

IFE Management is a privately held, Philippines-based financial advisory firm that delivers financial planning and wealth advisory services to individual retail clients and corporate employers under the mission tagline "Investing For Everyone." The firm was founded around 2021 and operates with a small team of 1-10 employees, with all four named advisors sharing the Fausto surname, suggesting family-controlled ownership and no external institutional capital.

The firm's core offering is the Financial Architecture Program, a two-phase methodology in which Phase 1 ("FQ Education") discovers the client's financial situation, clarifies core values, and produces a personalized Financial Blueprint, and Phase 2 ("FQ Transformation") delivers ongoing wealth-building guidance and access to market insights. The methodology is grounded in a proprietary FQ (Financial Intelligence Quotient) framework that combines behavioral economics with foundational financial literacy. For corporate clients, the program is repackaged into FQ Workshops (Phase 1) and FQ Transformation programs (Phase 2), with deliverables including FQ Tools, an FQ Book, an FQ Diagnosis Report, and an Automatic Savings and Investment System. Workshops have been conducted at scale, with reported events of 600+ participants at venues such as SMX Convention Center and SM Aura.

IFE Management operates a sales-led go-to-market motion. Individual clients apply via a JotForm discovery call, while corporate HR and leadership teams engage through exploratory meetings and book workshops. Named enterprise customers include BDO, HSBC, Shell Philippines, Sun Life Financial, ING, AXA, Pru Life, InLife, SM Retail, GCash, COL Financial, and Human Nature. Revenue is generated through recurring advisory fees for individual planning and professional services fees for corporate workshops, supplemented by sales of educational materials. Pricing is not publicly disclosed. Marketing is conducted across Facebook, Instagram, LinkedIn, TikTok, YouTube, ANC Market Edge television, and a published testimonials page.

Name

ife management

Legal name

IFE Management

Website

https://ifemanagement.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

IFE Management is a Philippines-based financial advisory firm that delivers individual financial planning and corporate employee wellness programs through its proprietary FQ (Financial Intelligence Quotient) framework and two-phase Financial Architecture Program.

Ownership category

akta.pro rank

Product category

Financial Advisory & Wealth Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Financial planning services
• Wealth advisory
• Investment advisory
• Employee financial wellness
• Behavioral finance consulting

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Financial Planning and Wealth Advisory Services: Individual financial planning and wealth advisory services providing personalized Financial Blueprint tailor-fit to client goals. Two-phase service involving discovering financial situation, crafting financial plans, and ongoing guidance.
2. Corporate FQ Workshops and Employee Financial Wellness Programs: FQ Education workshops (Phase 1) and FQ Transformation programs (Phase 2) for corporate clients. Partners with company HR and Leadership teams to profile and batch employees for customized workshops.
3. FQ Tools, Books, and Educational Materials: Provides FQ Tools, FQ Book, and certificates for workshop completion. Additional educational resources sold to corporate and individual clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

IFE Management provides personalized financial planning and wealth advisory services through its proprietary Financial Architecture Program for individual clients, and delivers FQ (Financial Intelligence Quotient) workshops and corporate financial wellness programs to employer clients. The two-phase approach combines foundational financial education, behavioral economics, and ongoing guidance to build tailored Financial Blueprints that help clients pursue saving, investing, and retirement goals.

Product overview

IFE Management offers a single unified service called the Financial Architecture Program, which is a two-phase financial planning and wealth advisory service. Phase 1 (FQ Education) involves discovering the client's financial situation, core values, and goals to craft their Financial Blueprint, while Phase 2 (FQ Transformation) ensures clients stay on track through ongoing access and guidance. For corporate clients, the program is delivered through FQ Workshop and FQ Transformation modules, with deliverables including FQ Tools, FQ Book, FQ Diagnosis Report, and Automatic Savings and Investment System.

Differentiator

Problem solved

Functional benefit

Brands

• Financial Architecture Program: A unique financial planning program that creates an overall design for one's financial life to achieve long-term financial wellness, grounded on FQ (Financial Intelligence Quotient) and Behavioral Economics.

Products and services

• Financial Architecture Program Flagship two-phase service that designs an overall financial life blueprint for individual clients, combining discovery of financial situation and core values (Phase 1) with ongoing wealth building guidance (Phase 2). Grounded on FQ (Financial Intelligence Quotient) and Behavioral Economics.
• FQ Workshop (Corporate FQ Education - Phase 1) Phase 1 corporate program that addresses employees' relationship with money and provides tools to improve their Financial Intelligence Quotient, including FQ Tools, FQ Book, and Certificate for FQ Workshop Completion. Designed for HR and leadership teams.
• FQ Transformation (Corporate - Phase 2) Phase 2 corporate program providing recommendations to better manage employees' money and unburden them from financial stress. Deliverables include FQ Diagnosis Report, FQ Transformation Recommendations, FQ Architecture, and Automatic Savings and Investment System.
• Financial Blueprint Personalized financial architectural blueprint tailor-fit to individual goals, created through a series of online sessions and assessments to help clients achieve their Value-Centric Goals.

Quantifiable outcome

• Clients report reduced financial anxiety and increased confidence in financial decisions

Named customers15 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Shell PhilippinescoreStrategic or Co-development PartnerIFE Management conducted FQ Workshops for Shell Philippines employees as part of corporate financial wellness programs.
• SM RetailcoreStrategic or Co-development PartnerIFE Management delivered FQ education programs to SM Retail employees through their corporate wellness initiatives.
• Human NatureminorStrategic or Co-development PartnerIFE Management provided financial wellness workshops to Human Nature employees as part of their corporate benefits program.
• Innov8minorStrategic or Co-development PartnerFQ Workshop partner company for employee financial education programs.
• BDOcoreStrategic or Co-development PartnerMajor Philippine bank where IFE Management conducted FQ workshops for employees as part of corporate financial wellness.
• HSBC PhilippinescoreStrategic or Co-development PartnerInternational banking partner where IFE conducted employee financial education workshops.
• Sun Life Financial PhilippinescoreStrategic or Co-development PartnerInsurance and financial services company partner for FQ workshops and financial wellness programs.
• ING PhilippinescoreStrategic or Co-development PartnerDigital bank partner where IFE Management delivered financial education workshops.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Sun Life Financial Philippines: Sun Life Philippines combines life insurance with wealth advisory and financial planning for individuals and corporate clients. It is the most directly comparable Filipino player to IFE because both sell a blended insurance + wealth + financial wellness proposition through licensed advisors and corporate benefits channels.
• Pru Life UK Philippines: Pru Life UK operates a financial advisory and investment-linked planning model in the Philippines, distributing through agent-advisors and corporate group benefits. It mirrors IFE's mix of individual financial planning with corporate wellness offerings and is also an IFE client logo.
• Manulife Philippines: Manulife Philippines sells life insurance, retirement, and wealth advisory products through a financial advisor network. It overlaps with IFE on individual financial planning and corporate group benefits distribution, and is itself an IFE workshop client.
• COL Financial: COL Financial is the Philippines' largest online stock brokerage and also runs COL Fund Source and investment management arms. It is comparable to IFE because it offers investment guidance and portfolio construction for Filipino retail investors, and has a documented relationship with IFE leadership through Marvin Fausto.
• First Metro Investment Corporation: First Metro is a Philippine investment house offering asset management, investment advisory, and brokerage services. It is comparable to IFE because both serve Filipino retail and institutional clients with personalized investment guidance and portfolio advisory in a single-country market.

Broad incumbents

• BPI Wealth: BPI Wealth is the private banking and trust arm of Bank of the Philippine Islands, offering investment advisory, trust, and portfolio management to affluent and high-net-worth Filipinos. It is comparable to IFE as a broader incumbent covering the same premium financial planning niche at much larger scale.
• BDO Private Bank: BDO is the Philippines' largest bank and operates BDO Private Bank and BDO Wealth, offering investment advisory and discretionary portfolio management. It is comparable to IFE as a broad incumbent in the same advisory category and is itself both an IFE client and a source of senior talent (Marvin Fausto's background).
• Metrobank Wealth: Metrobank, through its Trust Banking and Wealth Management group, offers investment advisory and portfolio services to Filipino mass-affluent and HNW clients. It is a broad incumbent competing for the same wallet that IFE targets via individual financial planning.

Emerging players

• Betterment: Betterment is a US digital wealth advisor offering automated portfolio management and goal-based financial planning. It is comparable to IFE on the underlying financial planning and asset allocation service, but serves as a digital-first benchmark for where the industry is heading — and a competitive threat IFE must differentiate against.
• StashAway Philippines: StashAway is a Southeast Asian digital wealth management platform with a Philippines presence, offering automated portfolio management and financial planning at low fees. It is comparable to IFE as an emerging player targeting Filipino retail savers with a technology-led wealth advisory proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/IFEmanagement
• LinkedInlinkedin.com/company/ifemanagement
• Instagraminstagram.com/ifemanagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 ife management