About - Robowealth

About Us

Founded in 2017 by a group of financial professionals with extensive knowledge in the Thai investment landscape, Robowealth specializes in developing wealth tech products, specifically robo-advisory and mutual fund investment services.

We are a financial institution providing complete investment solutions for B2B and B2C. Our aim is to liberate the Thai financial industry by developing efficient investment tools along with nurture new investment opportunities in Thailand.

Robowealth is not just offering a product or service. We are offering a complete financial ecosystem that will allow all stakeholders to utilize advanced wealth tech products and services to operate at the highest level of efficiency.

First mover in Thailand

‘odini’ 1st robo-advisor app

‘FinVest’ 1st curated investment app

Leader in B2B wealth management application

Awards & Reconition

Business Highlights

Nov 2020

Completed Series A fundraising
Launched FinVest & AscendWealth applications

Oct 2020

Granted the Investment Advisory License from Ministry of Finance

Mar 2019

Another Award Received

The Best Non-Bank Selling Agent Award Received the best non-bank selling agent award by Principal

Feb 2019

NIA supported the fund
Received fund by NIA Open Innovation Project

Oct 2018

Capital Market Innovation Award
Received awards winning the most innovative application by SET

Sep 2018

Joining the 5 Steps to invest by SEC
We are the 1st frontline company who selected to join the 5 Steps to invest campaign by SEC

Empower Future Financial Ecosystem

Company

-SEC LBDU license to operate as a robo-advisor for Thai mutual funds
-SEC, BoT and AMLO complaint to enable pure digital account opening

Design

-Order execution and settlement infrastructure combining SET’s FundConnext and AIS’s eWallet
-State of the art quant algorithms used to select top performing funds
-Fully digital eKYC account opening process

Ecosystem

-Strong B2B partnerships with Thai FinTechs, banks, and start-ups
-Work closely with regulators and both local and overseas asset management companies

Our products & services

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