Singapore · Financial services startup

Endowus

Endowus is a leading independent fee-only wealth advisor and digital investment platform based in Singapore, with a recent expansion into Hong Kong.

Funding reportedLast round: Series C

Financial servicesSingapore, Singapore

About Endowus

Endowus is a leading independent fee-only wealth advisor and digital investment platform based in Singapore, with a recent expansion into Hong Kong.

Founded in 2017 by Gregory Van and Samuel Rhee, the company aims to provide transparent and conflict-free wealth management for individuals and institutions. Endowus is licensed by the Monetary Authority of Singapore and the Securities and Futures Commission of Hong Kong, ensuring compliance in securities trading, advising, and asset management. The company manages over $10 billion in assets and serves more than 300,000 clients, including individuals, family offices, charities, and institutions. Endowus offers customized investment solutions through its Advised Portfolios, which include various strategies tailored to different risk profiles and goals. Additionally, its Fund Smart service provides direct access to institutional funds at retail prices. Endowus emphasizes a fee-only model, ensuring no hidden costs or commissions, and combines digital tools with human expertise to deliver personalized financial advice.

What company datasets say Endowus raised

Funding, as reported

Reported in all79.4Min the source's currency
Rounds4
Last roundSeries C
Last round size70M
Last round dateAug 2023
Investors listed10

Founders and team

From Endowus's own website: 1 founder, 7 on the team.

Sin Ting SoCo-Founder & CEO
  • Jason HuanChief Financial Officer
  • John LiChief Technology Officer
  • Steffanie YuenChief Client Officer
  • Benedict KhongHead of Operations
  • Dominic OngHead of Legal & Regulatory Affairs
  • Grace ChiangHead of Client Technologies
  • Hugh ChungHead of Hong Kong

On 4 portfolio pages

Investors who name them

Each firm lists Endowus on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

100% cashback on trailer feestransparent feesinvestment analyticsmanagement consultingmarket accesspersonalized wealth planningautomated portfolio managementcash savings growthportfolioswealth educationshort-term cash managementwealth buildingprivate marketscpfinvestment fundscomputer & network security

Built with from their website

HubSpot Sales HubGoogle Tag ManagerAmazon CloudFrontOneTrust Tech Risk & CompliancedbtAWS Trusted AdvisorAtlassianPWACallMiner EurekaGoogle Cloud

+8 more

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Sector
Financial services
Industry code
NAICS 5231, 523940, SIC 6733, 6282
Revenue
4.7M a year, as listed
Full record
Every detail in the company directory

Financial services in Singapore

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