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WeInvest.net
Custom Robo-Advisory Solutions, B2B2C Investment Platform, FinTech Transformation Partners
About WeInvest.net
WeInvest is a leading digital wealth service provider specializing in custom robo advisory and automated wealth management solutions. The company operates in the financial technology (FinTech) sector, serving banks, brokers, and wealth managers. WeInvest's platform offers a comprehensive suite of regionally compliant digital wealth services, enabling institutions to deliver scalable and positive unit economic investment experiences to their customers. The business model is B2B2C (business-to-business-to-consumer), where WeInvest partners with financial institutions to offer their services to end clients. The company generates revenue through subscription fees, service charges, and transaction-based fees.
WeInvest's core products include GrowWealth, a robo advisory service for goal-based and thematic investing; AdviseWealth, which empowers relationship managers to engage and service clients better; and StratWealth, a strategy marketplace offering access to over 100 investment strategies. Additionally, TrackWealth provides aggregation services, allowing clients to track their finances on a secure platform. The solutions are customizable and span multiple client segments, investment products, and advisory models.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2013
- Headquarters
- Singapore, Singapore
- Employees
- 27
- Open positions
- None listed
- Dealroom signal
- 61.6/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Navigation, Wealth Management, SaaS, Banking, Retirement, Portfolio Management, Investing, Automated Process, Platform, Insurtech, Product
- Client focus
- b2c
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| EARLY VC✓Equity / VC | Nov 2018 | $0 | — | Undisclosed | — |
| SERIES A✓Equity / VC | May 2018 | $12M | $48M | TH Capital · Schroders | — |
Growth signals
Latest recorded traffic for WeInvest.net is 1.5K monthly website visits, down 44.4% over the last three months. WeInvest.net's team declined 6.9% over the past year.
Similar companies
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed3 investors entered at this stage
- TCTH Capital
Lighthouse1
FinTech Hive
Series A1 investor entered at this stage
Schroders
Other known investors2 additional known investors
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about WeInvest.net on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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