WeInvest Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 53

Employees

  • Latest Deal Type
  • Series A

  • Latest Deal Amount
  • $12.5M

  • Investors
  • 8

WeInvest General Information

Description

Operator of a digital wealth management platform intended to make investing accessible, transparent, and hassle-free for all. The company's platform offers an aggregation as a service, a business-to-customer, robo-advisory, and a goal-based and thematic investing platform, enabling banks, wealth and asset managers, insurance companies, enabling independent financial advisors to engage their clients, plan and monitor investment, and analyze portfolio performance.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 11 Collyer quay
  • 09-02
  • Singapore, 049317
  • Singapore
+65 8189
Primary Industry
Asset Management
Other Industries
Financial Software
Vertical(s)
Corporate Office
  • 11 Collyer quay
  • 09-02
  • Singapore, 049317
  • Singapore
+65 8189

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WeInvest Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Early Stage VC (Series A) 24-May-2018 $12.5M Completed Generating Revenue
3. Accelerator/Incubator 21-Aug-2017 Completed Generating Revenue
2. Seed Round 01-Feb-2016 $721K $961K Completed Generating Revenue
1. Seed Round 01-Jul-2014 $240K $240K Completed Startup
To view WeInvest’s complete valuation and funding history, request access »

WeInvest Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series A
Seed
To view WeInvest’s complete cap table history, request access »

WeInvest Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a digital wealth management platform intended to make investing accessible, transparent, and hassle-free for
Asset Management
Singapore, Singapore
53 As of 2022

Toronto, Canada
 

Berwyn, PA
 
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WeInvest Competitors (64)

One of WeInvest’s 64 competitors is Nest Wealth, a Formerly VC-backed company based in Toronto, Canada.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Nest Wealth Formerly VC-backed Toronto, Canada
Envestnet Private Equity-Backed Berwyn, PA
Sarwa Venture Capital-Backed Abu Dhabi, United Arab Emirates
Wealthfront Formerly VC-backed Palo Alto, CA
Freetrade Formerly VC-backed London, United Kingdom
You’re viewing 5 of 64 competitors. Get the full list »

WeInvest Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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WeInvest Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds
Acero International Real Estate Minority
Integrated Asset Management (UK) Corporation Minority
Plug and Play Accelerator/Incubator Minority
Schroders Asset Manager Minority
Angel (individual) Minority
You’re viewing 5 of 8 investors. Get the full list »

WeInvest FAQs

  • When was WeInvest founded?

    WeInvest was founded in 2014.

  • Where is WeInvest headquartered?

    WeInvest is headquartered in Singapore, Singapore.

  • What is the size of WeInvest?

    WeInvest has 53 total employees.

  • What industry is WeInvest in?

    WeInvest’s primary industry is Asset Management.

  • Is WeInvest a private or public company?

    WeInvest is a Private company.

  • What is the current valuation of WeInvest?

    The current valuation of WeInvest is .

  • What is WeInvest’s current revenue?

    The current revenue for WeInvest is .

  • How much funding has WeInvest raised over time?

    WeInvest has raised $13.5M.

  • Who are WeInvest’s investors?

    Acero International, Integrated Asset Management (UK), Plug and Play, Schroders, and are 5 of 8 investors who have invested in WeInvest.

  • Who are WeInvest’s competitors?

    Nest Wealth, Envestnet, Sarwa, Wealthfront, and Freetrade are some of the 64 competitors of WeInvest.

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