Prive Technologies - Innovative Wealth Management Solutions
Prive Technologies - Innovative Wealth Management Solutions
Startup pitch

Privé Technologie modular wealth management platform - helps financial institutions optimize and automate the labor-intensive tasks of existing financial products - which spans client acquisition, digital onboarding, robo advisory, portfolio construction, reporting, account aggregation, insurance aggregation and pricing, securities brokerage platform and more – is unparalleled in the financial technology industry.

Region of program action:
Global (world)

Start date

19.01.2021 09:00:00

End date

19.01.2021 10:00:00

What you get

Privé Technologies is uniquely positioned between banking software giants and small fintech startups to provide the most comprehensive and innovative services to a wide network of B2B and B2C customers.

Prive’s B2B SaaS  modular and API-enabled "building blocks" provide end-to-end solutions f and consequently helping the financial institutions of today to streamline and transform, enabling them to operate more efficiently and effectively than ever before. Automation of expensive Privé Technologies processes reduces service costs and eliminates human mistakes

Target clients of Privé Technologies are banks, asset management and financial advisory firms, family offices, brokerage firms, insurance companies and other fintech companies.

Terms of completing


  • Founded in 2014: based in Europe and Asia ;

  • 90 employees work in offices: Singapore, Germany, Austria, Taiwan, Thailand and Malaysia;  

  • More than 60 corporate clients:  Citibank, BW Bank (Germany), Bank Austria,  Bank of SingaporeNetfonds AGHDIThomasLloyd GroupAssicurazioni Generali, United Overseas Bank;                                                      

  • Revenue 2020 - $ 6.5M;

  • 2 patents in 5 areas;

  • Total Addressable Market $17 Bln;

  • 7 current offices worldwide, validated platform live on 16 countries;

  • The 14th fastest growing technology company in all of Asia in 2018 according to the Financial Times FT 1000 APAC;

  • The startup received 59 awards in finance and wealth management;

  • Privé Technologies will be integrated into assistant Samsung's AI assistant Bixby AIin 2021.


17 Privé Technologies modules are used as "building blocks" and have no analogues in the financial technology industry: investment portfolio building and reporting, invoice aggregation, AI consulting, insurance and pricing, and product and securities brokerage platforms.



  • The current round is Series B led by a consortium of strategic partners, which includes the world's largest asset manager and  Series A investors Credit Suisse, Samsung Ventures

  • Goal of the round B: $15-20 M  to accelerate modular product business line offerings via SaaS, implement pipeline from strategic partners and new/existing B2B customers, augment B2B2A business and further develop B2B2C business via mobile, and invest in our core banking platform. 


Providing financial institutions cost-effective, cloud-based, modular, customizable SAAS asset/wealth management solutions. One-off customisation and implementation fee + Recurring Annual Fee (approx. 3 years contract). The subscription price depends on the set of services and customizes for client use cases, modules rearranged to work with the financial institution's existing IT architecture through APIs.


  • Charles Wong- CHAIRMAN, Former MD, Head of Structured Investment Derivatives Marketing at JP Morgan. Graduated from MIT with a B.S. and M.S. in Electrical Engineering and Computer Science;

  • Julian Schillinger - CEO Former VP, Head of Index Structuring at JP Morgan. Graduated from the University of Regensburg with a degree in Business Computer Science;

  • David Lee - President, Previously a PE Portfolio Manager with a successful IPO exit record. Formerly from the investment banking division of Credit Suisse, Harvard Law graduate;

  • Roland Meier - CFO, Former CEO of TeleTrader, one of the leading (exchange listed) European FinTech and financial market data company;

  • Dr. Bjorn Torkar - Managing Director / Head of Global Sales, Experienced Manager with 20 yrs Management experience in the FinTech and InsurTech domains.

✅ 02: 00 AM New York
✅ 07: 00 AM London
✅ 08: 00 AM Amsterdam, Berlin, Rome, Stockholm, Vienna
✅ 09: 00 AM Kiev, Helsinki, Athens, Tel Aviv
✅ 10: 00 AM Moscow, Minsk
✅ 11: 00 AM Dubai
✅ 01: 00 PM Nur Sultan
✅ 03: 00 PM Singapore, Hong Kong
✅ 04: 00 PM Tokyo



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