
Dragon Wealth
Founded Year
2013Stage
Seed | AliveTotal Raised
$20KLast Raised
$20K | 8 yrs agoAbout Dragon Wealth
A wealth management service, Dragon Wealth offers wealth managers an integration-free platform and mobile app to help them boost their sales and acquire new clients. It employs techniques such as machine learning and data analytics, as well as ease of use and low cost for users.
Expert Collections containing Dragon Wealth
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Dragon Wealth is included in 3 Expert Collections, including Wealth Tech.
Wealth Tech
2,051 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Artificial Intelligence
10,944 items
Companies developing artificial intelligence solutions, including cross-industry applications, industry-specific products, and AI infrastructure solutions.
Fintech
12,418 items
Excludes US-based companies
Latest Dragon Wealth News
Apr 13, 2015
Turk Ekonomi Bankasi (TEB) launches digital banking service developed by Monitise. Dragon Wealth earns spot in Startupbootcamp FinTEch’s inaugural Singapore program. Virtual Piggy hires Viant Capital to provide financial advice on strategic options. MasterCard presents its PFM “in reach” benefits platform to help issuers engage millennials. This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account .
Dragon Wealth Frequently Asked Questions (FAQ)
When was Dragon Wealth founded?
Dragon Wealth was founded in 2013.
What is Dragon Wealth's latest funding round?
Dragon Wealth's latest funding round is Seed.
How much did Dragon Wealth raise?
Dragon Wealth raised a total of $20K.
Who are the investors of Dragon Wealth?
Investors of Dragon Wealth include Startupbootcamp FinTech Singapore.
Who are Dragon Wealth's competitors?
Competitors of Dragon Wealth include Masttro and 4 more.
Compare Dragon Wealth to Competitors
SEI (NASDAQ:SEIC) is a global provider of outsourced asset management, investment processing and investment operations solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of September 30, 2009, through its subsidiaries and partnerships in which the company has an interest, SEI administers $383 billion in mutual fund and pooled assets aims to manage $156 billion in assets. SEI aims to serve clients, conducts or is registered to conduct business and/or operations, from numerous offices worldwide.

CapIntel delivers an investment sales platform. The platform allows financial advisors to compare investments, build proposals, and better manage the sales process. It was founded in 2017 and is based in Toronto, Canada.

OneVest provides a wealth-as-a-service platform. The company offers solutions such as client management, portfolio management, compliance management, and more. The company was founded in 2021 and is based in Calgary, Canada.

Vise is an asset management platform. It uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. The company was formerly known as Artificial Intelligence Labs. It was founded in 2016 and is based in New York, New York.

Advisor360 is a wealth technology company providing a financial advisory platform capable of CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.

Visible Capital develops technology that helps clients of intermediaries, such as wealth managers, pension providers, and IFAs, provide their advisers with controlled access to their financial data. Visible Capital uses PSD2/open banking data to automate the collection of information required to onboard customers in the wealth sector.