Total Raised

$20K

Investors Count

1

Funding, Valuation & Revenue

1 Fundings

Dragon Wealth has raised $20K over 1 rounds.

Dragon Wealth's latest funding round was a Seed for $0.02M on April 14, 2015.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

4/14/2015

Seed

$0.02M

$XXM

0

FY undefined

1

Date

4/14/2015

Round

Seed

Amount

$0.02M

Investors

Valuation

$XXM

Revenue

0

FY undefined

Sources

1

Start free trial
New call-to-action

Dragon Wealth Investors

1 Investors

Dragon Wealth has 1 investors. Startupbootcamp FinTech Singapore invested in Dragon Wealth's Seed funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

4/14/2015

4/14/2015

1
Seed

Incubator/Accelerator

United Kingdom

First funding

4/14/2015

Last Funding

4/14/2015

Investor

Rounds

1
Seed

Board Seats

Type

Incubator/Accelerator

Location

United Kingdom

New call-to-action

Compare Dragon Wealth to Competitors

1fs Wealth Logo
1fs Wealth

1fs Wealth is a digital wealth management platform that provides investment control, portfolio performance analytics, and tools for managing investments and collectibles. It serves family offices, high net worth individuals, wealth managers, private banks, law firms, and trust companies. It was founded in 2019 and is based in London, England.

GBST Logo
GBST

GBST is a technology solutions provider in the wealth management and financial advice sectors. The company provides services such as wealth management administration, digital wealth management platforms, compliance-focused advice practice management, and advisor-client engagement portals. GBST serves financial services organizations, including wealth managers, life and pension companies, stockbrokers, fund managers, investment managers, banks, and loan providers. It was founded in 1983 and is based in Sydney, New South Wales.

Altoo Logo
Altoo

Altoo is a fintech company specializing in digital wealth management services. The company offers a SaaS platform that aggregates and analyzes wealth data, providing performance analysis and reporting for wealthy individuals and their families. Altoo's platform serves private wealth owners, family offices, trusts, foundations, and financial institutions, allowing interaction with total wealth. It was founded in 2017 and is based in Zug, Switzerland.

FNZ Logo
FNZ

FNZ focuses on wealth management, providing a platform that integrates technology with business and investment operations. The company offers services such as financial planning, asset management, execution, clearing and custody, insurance, private banking and family office services, self-directed investment, workplace retirement, and fund connectivity. It serves various clients, including financial institutions, asset managers, insurance companies, investment banks, private banks, family offices, retail and digital banks, and retail investment managers. It was founded in 2003 and is based in London, United Kingdom.

BRITech Logo
BRITech

BRITech is a B2B vertical SaaS company that provides investment management software for asset and wealth managers, neobanks, and fund administrators. The company offers services, including portfolio management, risk assessment, receivables management, and governance process structuring, aimed at investment operations and client reporting. BRITech's solutions serve various financial services sectors, including family offices, wealth management firms, asset management companies, fund administrators, and brokerage firms. It was founded in 2014 and is based in Sao Paulo, Brazil.

G
Greenwald Research

Greenwald Research conducts market research within the financial services, healthcare, and employee benefits sectors. The company undertakes research projects that utilize various methodologies and statistical capabilities to aid in strategic decision-making. Greenwald Research serves clients in the health and wealth sectors, providing guidance to inform their business strategies. Greenwald Research was formerly known as Greenwald & Associates. It was founded in 1985 and is based in Washington, DC.

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.