Wealth Technology Infrastructure
in a Valuefy Box

Your Wealth Managment Solutions in a Box

Powering the future of wealth management, for wealth managers, banks, family offices, and fintechs. Wealth technology infrastructure in a Box helps firms deliver a better client and advisor experience through improved insight, efficiency, oversight, and control.

Tailor-made Digital Wealth Management Technology Solutions
for each segment

  • Wealth Manager
  • Banks
  • Family Offices
  • Fintech

From data management to client onboarding, all in one place

We have put "independent advice" and "boutique wealth managers" at the core of our product design while crafting a front-to-back digital wealth management product that helps you scale and focus on your client.


Fintech partner for banks to develop world-class investing apps

We enable banks to launch investing and wealth apps and be fintech-ready with our bespoke Wealth in a Box components and proven track record.


Portfolio intelligence and holistic portfolio view delivered to supercharge your CIO

We help family offices take control of their investments with our wealth management solutions that aggregates across banks and brokers and enables advisors to slice and dice using our powerful portfolio visualizer.


Build awesome apps faster with Wealth in a Box Infrastructure

Don’t reinvent the wheel, use our ready-to-plug Wealth in a Box components to power your fintech.


Why Valuefy?

We bring together data science and analytics, technology, and customer experience to power the next generation in wealth management

Data Science and Analytics

Data Science and analytics are at the heart of our work and we have championed the art and science of generating cutting-edge insights from investment data


Inspired innovation in technology and customer experience uniquely positions us to keep pace with the latest in fintech

Customer Experience

Bettering the way the world invests - from delivering superior client experience to transforming advice through technology, we are constantly bettering the world of investments

Leveraging Valuefy's Wealth in a Box Technology has positioned us for growth alongside the next generation of advisors. By eliminating the complexities of manual processes, we've achieved operational efficiency and enhanced accuracy.

Carol Seah

CEO & Founder, WYNNES Financial Advisers

ITUS acknowledges that Valuefy’s Wealth in a Box Technology platform is instrumental in scaling their business, enabling them to manage larger volumes of assets more efficiently.

BT Chua

Founder and CEO, ITUS Asset Management

Maitri highlights Valuefy’s Wealth in a Box Technology for its customizability, recognizing the unique needs of each Financial Institution, and avoiding a one-size-fits-all approach.

Benjamin Lim

Operations Head, Maitri Asset Management

ZICO believes technology can enhance operational efficiency, They adopted Valuefy's Wealth in a Box Technology in 2021 to enhance and fortify their growth trajectory

Simon Lim

CEO, Zico Asset Management

We chose Valuefy as someone who will take care of our data integration, as someone who will create solution which is customized for us and third party solution we can use to empower our portfolio managers.

Nilesh Shah

Managing Director, Kotak AMC. Ltd.

Valuefy is one such system that we used to automate our process. The platform offers portfolio aggregation services an area that is not well known but is growing.

Kin Onn Kee

Wellfarer Group President and Director

I think the success of any platform is reflected by the usage, the response was uniformly very positive. And till today, the number of logins into the system actually keep increasing every single time.

Parinaz Vakil

Senior Executive Vice President, Digital, IIFL Wealth

The ability to work with a company like Valuefy enables us to bring cutting edge analytics and digital solutions to our clients which was not something that they would have seen or their previous generations would have actually noted.

Soumya Rajan

Founder, Managing Director & CEO- Waterfield Advisors

$300 Billion
AUM Managed

on our
wealth platform

Advisors Rely

on our
decision analytics

Key markets

in Europe
and Asia


across custodians and

Awards and Recognition


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