Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.
The breadth of our suite of products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more – is unparalleled in the financial technology industry.
Our lego block approach allows clients to choose and assemble unique journeys from our wide range of modules and digital solutions to suit their individual needs, empowering them with the tools necessary to achieve any digital goal, be it creating fully digital Advisor-led wealth management journeys to end-to-end robo-advisory solutions. This modularity and flexibility allows us to solve a wide variety of use cases across the wealth management landscape through our scalable, cloud based platform, and helps our clients to expedite their digitisation efforts. It also allows us to service a range of different wealth segments from HNWI to mass retail. Our tools currently live with Private Banks, Retail Banks, Insurers, Asset Managers, Securities & Brokerage providers as well as Multi-family offices and External Asset Managers.
Founded in 2011, we have offices in 7 different countries servicing clients in over 16 jurisdictions around the globe. Our HQ is in Hong Kong, with offices in Singapore, Malaysia, Thailand, Taiwan, Austria and Germany.
Company Details
- Employees
- 150
- Founded
- -
- Address
- 23/f, Arion Commercial Centre, 2 Queens Road West, Sheung Wan, Hong Kong, Hong Kong,sheung Wan .,hong Kong
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- privemanagers.com
- Keywords
- wealth management, investment, financial services, fintech, insurance, asset management, portfolio management system, robo advisory.
- HQ
- Hong Kong, Sheung Wan
Privé Technologies Questions
Privé Technologies's website is privemanagers.com
Privé Technologies's LinkedIn profile is https://hk.linkedin.com/company/privetechnologies
Privé Technologies has
150 employees.
View email and phone details for 150
employees at Privé Technologies.
Privé Technologies's industry is
Financial Services
Privé Technologies's top competitors are
Odysseus Capital Asia Limited,
Axial Partners Limited,
Rockpool Capital Limited,
The Mergersight Group,
Icord Capital – Student Investment Society,
Ion Pacific,
Coventry,
Hsbc,
Chartwell Capital,
Wealthryse.
Privé Technologies's categories are Financial Services
Privé Technologies's founding year is 2011
