Applying behavioral design, data-driven personalization and automated financial advice, our cloud-first solutions foster digital engagement with end-clients — and empower Relationship Managers with easy-to-use hybrid advisory.
Our modular platform helps financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs:
➊ NW 'Wealth Products Center' enables screening, discovering and analyzing investment products on any device;
➋ NW 'Sustainable Investing' drives ESG awareness and mobilizes capital towards the 17 SDGs;
➌ NW 'One-stop Client Wealth app' provides a mobile-first portal for high-touch customers;
➍ NW 'Financial and Retirement Planner' offers an innovative & client-centric approach to wealth planning.
Today, our technology is transforming organizations and customer experiences across APAC and MENA regions. So, join our team as we build game-changing apps that redefine the financial customer journey from savings to wealth: ✑ [email protected]
Overview
FAQ about New Wealth
When was New Wealth founded?
New Wealth was founded in 2018.
Is New Wealth still active?
Yes, New Wealth is active; its latest activity on Parsers VC dates from Dec 9, 2021.