• 2013

Company Description

Dragon Wealth is the world's first integration-free app that lets wealth managers boost sales and acquire clients.

Dragon Wealth is a financial technology company focused on solutions that enable financial institutions to deliver wealth management advice that matters to their clients. To address the current challenges in the banking industry, Dragon Wealth’s technology, leverages the latest in social, mobile, analytics and cloud solutions to provide at-a-glance insight on clients’ investment behavior, peer group comparisons, and expert information, enabling relationship managers and their clients to have transparent conversations about clients’ investment needs. Formed in 2013, Dragon Wealth is made up of a team experienced of technology experts with over 25 years combined experience in developing solutions for wealth management organisations and is headquartered in Singapore.