Raised a venture round in 2023, backed by Artha99 Investment Partners (US$ 1.4 million)
It is a fintech / wealth-management software startup, founded in 2021, specializing in consolidating financial data across all asset types and applying AI/ML tools for insights, risk profiling, goal tracking and reporting. Their platform serves wealth managers and High Net Worth Individuals (HNWIs), offering features like data aggregation, generative AI “WealthGPT”, goal planning, and secure document storage. They have a team of about 24 employees.

• Their platform manages SGD 220 million+ in assets – supporting 2 countries and cover 10 asset classes
• Product innovations including “WealthGPT”, “GemZ” (a mobile companion app), and secure document / data vault feature (“VaultZ”)