Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Singapore

Name: Personalized investment platforms based in Singapore
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 170 companies tracked

RevenueBase identified 170 personalized investment platforms headquartered in Singapore as of September 2026 and tracks 5,080 professional contacts across them, including 659 with verified work emails. Singapore is the largest hub.

This list covers personalized investment platforms headquartered in Singapore, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

170Companies

5,080Contacts tracked

659Verified emails

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The 25 largest personalized investment platforms based in Singapore

Ranked by team size

Top 25 of 170 personalized investment platforms based in Singapore, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personalized investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Financial Alliance PTE LTD	Indirect evidence	SingaporeHQ checked Sep 29, 2026	201-500	453 contacts →
	Indirect evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 29, 2026
2	St. James's Place Asia & Middle East	Indirect evidence	SingaporeHQ checked Sep 29, 2026	1,001-5,000	405 contacts →
	Indirect evidence “We specialise in expert, one-to-one advice.” Source: RevenueBase Database · checked Sep 29, 2026
3	kristal.ai	Strong evidence	SingaporeHQ checked Sep 29, 2026	51-200	177 contacts →
	Strong evidence “Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Source: RevenueBase Database · checked Sep 29, 2026
4	Endowus	Strong evidence	SingaporeHQ checked Sep 29, 2026	51-200	174 contacts →
	Strong evidence “Endowus is Asia’s leading independent wealth advisor and investment platform.” Source: RevenueBase Database · checked Sep 29, 2026
5	WRISE	Indirect evidence	SingaporeHQ checked Sep 29, 2026	201-500	169 contacts →
	Indirect evidence “WRISE Group is one of the fastest growing wealth management firms, headquartered in Singapore with offices in Changsha, Chengdu, Dubai, Hong Kong, Shanghai, Shenzhen, Taipei…” Source: RevenueBase Database · checked Sep 29, 2026
6	ADDX	Strong evidence	SingaporeHQ checked Sep 29, 2026	51-200	91 contacts →
	Strong evidence “ADDX is an investment platform headquartered in Singapore that offers accredited investors a space to build a private markets and alternatives portfolio for as low as USD With…” Source: RevenueBase Database · checked Sep 29, 2026
7	Keenai Global	Indirect evidence	SingaporeHQ checked Sep 29, 2026	51-200	70 contacts →
	Indirect evidence “The whole world.” Source: RevenueBase Database · checked Sep 29, 2026
8	Taurus Wealth	Indirect evidence	SingaporeHQ checked Sep 29, 2026	51-200	68 contacts →
	Indirect evidence “Taurus Wealth, founded in 2008, is a fully integrated wealth management powerhouse with offices in Dubai, Singapore, and Zurich.” Source: RevenueBase Database · checked Sep 29, 2026
9	SDAX	Partial evidence	SingaporeHQ checked Sep 29, 2026	51-200	56 contacts →
	Partial evidence “Based in Singapore and regulated by the Monetary Authority of Singapore, SDAX is a globally connected, integrated digital financial services platform offering a comprehensive…” Source: RevenueBase Database · checked Sep 29, 2026
10	Tallrock Capital	Partial evidence	SingaporeHQ checked Sep 29, 2026	11-50	44 contacts →
	Partial evidence “Headquartered in Singapore, we specialize in wealth management, investments, insurance planning and comprehensive financial planning to provide lifetime financial success and…” Source: RevenueBase Database · checked Sep 29, 2026
11	Agrud Technologies	Indirect evidence	Tampines, SingaporeHQ checked Sep 29, 2026	51-200	43 contacts →
	Indirect evidence “Agrud's patented orchestration layer ingests, governs, and distributes both structured data and unstructured content - from any source, to any user, internal or external -…” Source: RevenueBase Database · checked Sep 29, 2026
12	Investbanq	Partial evidence	SingaporeHQ checked Sep 29, 2026	11-50	41 contacts →
	Partial evidence “Investbanq is redefining wealth management with cutting-edge AI and digital-first investment solutions.” Source: RevenueBase Database · checked Sep 29, 2026
13	Grow With Singlife	Indirect evidence	Downtown Core, SingaporeHQ checked Sep 29, 2026	51-200	33 contacts →
	Indirect evidence “At GROW, we understand that financial planning is not just about numbers, but about people.” Source: RevenueBase Database · checked Sep 29, 2026
14	Nucleo	Partial evidence	SingaporeHQ checked Sep 29, 2026	11-50	32 contacts →
	Partial evidence “At Nucleo, we are transforming private market investments with an integrated technology stack that delivers clarity, efficiency and trust.” Source: RevenueBase Database · checked Sep 29, 2026
15	Weinvest	Partial evidence	SingaporeHQ checked Sep 29, 2026	51-200	30 contacts →
	Partial evidence “WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions to Banks & other financial institutions.” Source: RevenueBase Database · checked Sep 29, 2026
16	RED Beacon Asset Management PTE LTD	Indirect evidence	Orchard, SingaporeHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “Red Beacon is a reliable, independent multi asset management team based in Singapore.” Source: RevenueBase Database · checked Sep 29, 2026
17	GYC Financial Advisory	Indirect evidence	SingaporeHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “Stewarding Wealth Since 1989.” Source: RevenueBase Database · checked Sep 29, 2026
18	RAY Alliance Financial Advisers	Partial evidence	SingaporeHQ checked Sep 29, 2026	11-50	24 contacts →
	Partial evidence “Welcome to Ray Alliance Financial Advisers, where financial success meets personalized guidance.” Source: RevenueBase Database · checked Sep 29, 2026
19	Eightstone	Indirect evidence	SingaporeHQ checked Sep 29, 2026	11-50	23 contacts →
	Indirect evidence “Established in 2009, Eightstone is a wealth management company based in Singapore.” Source: RevenueBase Database · checked Sep 29, 2026
20	Javelin Wealth Management	Indirect evidence	SingaporeHQ checked Sep 29, 2026	1-10	21 contacts →
	Indirect evidence “Javelin was established in 2003 to provide straightforward advice with a focus on long term wealth management: something the partners had not been able to find anywhere else.” Source: RevenueBase Database · checked Sep 29, 2026
21	Titans Private Wealth	Indirect evidence	Downtown Core, SingaporeHQ checked Sep 29, 2026	11-50	21 contacts →
	Indirect evidence “Titans Private Wealth is a branch representing Manulife Financial Advisers.” Source: RevenueBase Database · checked Sep 29, 2026
22	Arki Finance	Partial evidence	SingaporeHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “Arki Finance is a personalised wealth platform designed to help people organise, grow and manage their wealth around their life goals.” Source: RevenueBase Database · checked Sep 29, 2026
23	HP Wealth Management S PTE LTD	Partial evidence	SingaporeHQ checked Sep 29, 2026	11-50	18 contacts →
	Partial evidence “HP Wealth Management (S) Private Limited (“HPWM”) is an independent wealth management firm that provides independent and professional investment advice, and tailor-made investment…” Source: RevenueBase Database · checked Sep 29, 2026
24	Athena Best Financial Singapore Absg	Indirect evidence	Kallang, SingaporeHQ checked Sep 29, 2026	51-200	18 contacts →
	Indirect evidence “At Athena Best Financial Singapore, we are your trusted partner in navigating the complexities of wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
25	Covenant Capital PTE LTD	Indirect evidence	SingaporeHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “Covenant Capital is a Singapore-based independent wealth manager that operates on a fundamental bond between ourselves and the clients we serve – a bond built on professional and…” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personalized investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names personalized investment platforms.
Partial evidence: Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personalized investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 170 personalized investment platforms based in Singapore

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Personalized investment platforms based in Singapore at a glance

As of Sep 29, 2026

13.0%Verified-email coverage

29.9Average contacts per company

11-50Median size (employees)

90.6%Largest-city concentration · Singapore

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for Singapore, so it is reported there. Company counts and contact totals on this page are exact for Singapore, over 170 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personalized investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Singapore whose own description of what they do matches “personalized investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personalized investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among personalized investment platforms, and records with no verified work email. Companies headquartered outside Singapore are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 659 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Personalized investment platforms by metro

Personalized investment platforms in Singapore154

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personalized investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many personalized investment platforms are there based in Singapore?

RevenueBase identified 170 personalized investment platforms headquartered in Singapore as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Financial Alliance PTE LTD, headquartered in Singapore, tops this list with the largest team on record.

Which city has the most personalized investment platforms?

Singapore leads with 154 headquartered companies, followed by Downtown Core (4) and Merah (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 659 verified decision-maker contacts tracked across these 170 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.