Prive Wealth Management

Democratizing wealth management through providing an AI-driven private banking portfolio management platform designed to hyper-personalize wealth (B2B/B2B2C, SaaS)

Shinhan, the second-largest financial group in Korea, has entered into a subscription agreement for the portfolio management system.

Privé believes that wealth is personal, but that wealth management services are not currently scalable to meet this requirement. Our technology can enhance advisory through digitization and to take the best of both worlds- taking the efficiency of machines and automation and merging it with the human empathy provided by advisors. We have coined bionic advisory to help supercharge advisors to grow revenue and provide advisory service on a portfolio management level.

Prive’s “private banking portfolio management” offering can be deployed as a comprehensive platform or integrated with existing legacy systems at banks or financial institutions to enable straight-through processing.

Subscription model, which will be monthly, for