This article showcases our top picks for the best Hong Kong based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Hong Kong Wealth Management Startups
Data sourced from Crunchbase and SemRush.
TNG FinTech Group Inc.
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TNG Fintech Group is an investment holding company dedicated to impact investment in companies that provides financial & digital inclusion.
Quantifeed
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Quantifeed is a provider of digital wealth management solutions to financial institutions in Asia.
iPYGG
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IPYGG provides Open banking api in Asia and operating its App as a comprehensive money and investment management app
Prive Technologies
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Prive Technologies is a leading innovator in the financial and wealth management industries.
AIA Group
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AIA Group Limited and its subsidiaries comprise the largest independent publicly listed pan-Asian life insurance group.
Prive Financial
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Privé Financial is an innovative financial services start-up located in Hong Kong.
Clements Group Holdings
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Clements Group Holdings is a private owned investment holding company based in Hong Kong.
Octagon Strategy
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Octagon Strategy Limited is a privately-owned company specializing in commodity and digital asset trading across international markets.
Hubbis
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Hubbis is a focus on the asian wealth management industry and produce high-quality, localised content.
illio
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An all-in-one investment intelligence platform incorporating data analytics & machine learning for the savvy investor.
Sun Hung Kai Financial
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Sun Hung Kai Financial is a financial services group specialized in wealth management, securities brokerage, and consumer finance.
ETFCOOL.com
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ETFCOOL.com is Asia’s Fintech Investment Manager
KVB Global
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KVB Global is a financial services company that offers diversified financial products to overseas Asian community.
Tonghai Financial
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Tonghai Financial is investment holding company, provides various financial services.
Axisoft
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Axisoft is a banking & financial technology firm dealing with wealth management,investment & other services.
Athena Best Financial Group
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Athena Best Financial Group offers financial services featuring investment, wealth management and portfolio management.
GF Holdings Hong Kong
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GF Holdings Hong Kong is a brokerage and wealth management services provider firm.
HakuCapital Global Investment Advisers Limited
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HakuCapital is a multi-strategy fund manager and a commercial multi-family office for ultra-high net worth families.
Heels and Yield
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Heels & Yield brings financial education & wellness in the form of educating women about financial planning.
Evanson Asset Management
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Evanson Asset Management offers low-cost fixed quarterly retainer fees and specializes in index and passive investment management.
Emperor Capital Group
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Emperor Capital Group is engaged in financial services.
CASH Financial Services Group
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CASH Financial Services Group is engaged in financial service.
Tahoe Life
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Tahoe Life provides life protection, wealth management and comprehensive planning services.
Innovax Holdings
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Innovax Holdings provides financial and securities services.
Portico Wealth Advisors
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Portico Wealth Advisors is a company which provides wealth management solutions, coupled with an unparalleled level of service.
Everbright Sun Hung Kai
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Everbright Sun Hung Kai is a leading wealth management institution with five key business segments: Wealth Management, Corporate Finance.
Raub Brock Capital Management
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Raub Brock Capital Management is a wealth management firm.
Delta Asia Financial Group
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Delta Asia Financial Group is a financial institution that focuses on banking, wealth management and general insurance services.
Swiss Privilege
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Swiss Privilege is a wealth management firm that provides financial planning services.
Allen Baker
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Allen Baker is a fully-independent, investment management practice that provides prudent, well-researched investment counsel
AWA Wealth Management
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AWA Wealth Management, LLC offers all-encompassing services for our clients.
Infinity Wealth Management
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Infinity Wealth Management is a wealth management company.