KUALA LUMPUR — Wealth manager findaWEALTHMANAGER.com is targeting Malaysia following sustained and growing interest in the platform from investors using the site to access and use onine wealth management, legal and taxation services.
Following user demand, and also a rebranding exercise by the company which has seen changes including its name to WEALTH, the company has expanded service offerings to include private banking, tax, trust and legal institutions.
“We will be opening up the legal, trust, tax and private banking sectors to the same level of transparency and accessibility.
“Malaysian investors are very tech-savvy and comfortable using the Internet for a variety of services, from booking flights and transferring funds to online banking and online investing,” said chief executive officer and co-founder, Dominic Gamble.
Over the past year, Dominic said the company has empowered over 500 wealthy individuals in Asia, resulting in over US$250 million (RM1 billion) in transactions.
He also said since launching in Singapore a year ago, the company has partnered with over 25 institutions and matched them with wealthy individuals from over 40 countries, with average account opening amount of US$5 million.
The company uses algorithms to transparently and efficiently connect investors — ranging from the “mass affluent” individual with a minimum of US$250,000 to ultra high net worth individuals with US$30 million or more.
The platform has provided over US$1.5 billion worth of client leads to the wealth management industry globally.
“Investors in Malaysia will be well served by WEALTH’s ability to provide a transparent, free, efficient and online means for investors to tap the knowledge of wealth experts — allowing them to unlock the potential of their assets,” he added.
(US$1 = RM4)