How does WealthZen help?
Your financial journey should be led by your preferences and priorities, not by products. WealthZen is here to bridge this gap – with a tech platform for customers to access sound, tailor-made financial advice at any time.
Sustainable
Our scalable tech platform uses Algorithm/Machine Learning models to combine dynamic client preferences and investment views.
Unbiased
We keep you at the center of the investment process - not at the sidelines and not just at end.
Personalised
We provide better benchmarking and performance attribution through transparency and hyper-personalisation
The Zen philosophy
Like the Yin and Yang, we believe the Investment Intelligence and the Customer’s Investment Journey are inseparable. Our investment intelligence is personalised to your Investment Journey.
Team section
Transparent advice and tools to help the customer grow their investing acumen together with the portfolio
Combining human expertise with machine intelligence to create personalised curated portfolios
Sign up for our newsletter
