# Endowus: Financial services, Singapore, Singapore

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

Source: https://millionrounds.com/startup/endowus (Millionrounds; every figure on the page links to its filing or article)

Singapore · [Financial services startup](https://millionrounds.com/companies)

# 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 reported Last round: Series C

Financial services Singapore, Singapore

Company summary

- **Founded:** 2017 9 years old
- **Team:** 180 51 to 200 people
- **Funding reported:** 79.4M as listed, currency not stated
- **Last round:** Series C Aug 2023

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Endowus has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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 all **79.4M** in the source's currency

Rounds **4**

Last round **Series C**

Last round size **70M**

Last round date **Aug 2023**

Investors listed **10**

## Founders and team

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

**Sin Ting So** Co-Founder & CEO

- **Jason Huan** Chief Financial Officer
- **John Li** Chief Technology Officer
- **Steffanie Yuen** Chief Client Officer
- **Benedict Khong** Head of Operations
- **Dominic Ong** Head of Legal & Regulatory Affairs
- **Grace Chiang** Head of Client Technologies
- **Hugh Chung** Head of Hong Kong

## On 4 portfolio pages

Investors who name them

- [Singtel Innov8](https://millionrounds.com/fund/singtel-innov8)
- [Z Venture Capital](https://millionrounds.com/fund/z-venture-capital)
- [K3 Ventures](https://millionrounds.com/fund/k3-ventures)
- [OSK Ventures International](https://millionrounds.com/fund/osk-ventures-international-berhad)

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 fees transparent fees investment analytics management consulting market access personalized wealth planning automated portfolio management cash savings growth portfolios wealth education short-term cash management wealth building private markets cpf investment funds computer & network security

Built with from their website

HubSpot Sales Hub Google Tag Manager Amazon CloudFront OneTrust Tech Risk & Compliance dbt AWS Trusted Advisor Atlassian PWA CallMiner Eureka Google Cloud

+8 more

Meta Audience Network Yahoo Ad Manager Plus YouTube Hashnode Google Workspace CloudFlare Gem Viewport Meta

- **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](https://millionrounds.com/directory/endowus)

## Financial services in Singapore

Startups like it

- [**Instarem** Singapore · founded 2014 *Raised*](https://millionrounds.com/company/instarem)
- [**Tazapay** Singapore · founded 2020 *Raised*](https://millionrounds.com/company/tazapay)
- [**Credit Culture** Singapore · founded 2016 *Raised*](https://millionrounds.com/company/credit-culture)
- [**YouTrip** Singapore · founded 2016 *Raised*](https://millionrounds.com/company/youtrip)
- [**Grvt** Singapore · founded 2022 *Raised*](https://millionrounds.com/company/grvt)
- [**Penguin Securities** Singapore · founded 2023 *Raised*](https://millionrounds.com/company/penguin-securities)
- [**StashAway** Singapore · founded 2016 *Raised*](https://millionrounds.com/company/stashaway)
- [**Synthesys** Singapore · founded 2023 *Raised*](https://millionrounds.com/company/synthesys)

## Is this your company?

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