Endowus
Date | Investors | Amount | Round |
---|---|---|---|
- | N/A | - | |
* | $17.0m | Series A | |
$5.0m Valuation: $85.3m | Series A | ||
* | SGD35.0m | Early VC | |
* | $35.0m | Early VC | |
Total Funding | AUD128m |
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EditEndowus is a financial technology company that provides intelligent investment portfolios tailored to individual financial goals. Operating in the wealth management sector, Endowus serves accredited investors, offering a conflict-free advisory framework that ensures the safety and security of client assets. The company generates revenue through management fees and advisory services, leveraging its acquisition of the multi-family office Carret to enhance its offerings. Endowus aims to empower clients to make informed investment decisions, achieving their life goals through systematic and consistent guidance.
Keywords: Wealth management, investment portfolios, financial goals, asset security, accredited investors, advisory services, fintech, conflict-free, systematic guidance, Carret acquisition.