12月21日 的 Wealth Broker 應用程式分析

——Company Overview—— Wealth Broker, headquartered in Singapore, is a leading digital platform for investment and wealth management, holding brokerage licenses from New Zealand FSPR. Committed to providing global individual investors with a full range of cross-border assets and wealth management products, including stocks, bonds, and funds. Our cooperative clients span various financial sectors such as commercial banks, securities firms, family offices, wealth management companies, and fund management firms, with assets under management exceeding ten billion. ——Brand Positioning—— Wealth Broker is dedicated to "empowering global clients to amplify their asset value". Recognizing that financial investment is a vital foundation for constructing a prosperous life, we are committed to walking side by side with our users. We cater to their authentic needs by offering intelligent financial services that are not only user-centric, secure, and reliable but also straightforward and accessible. Our mission is to simplify the investment process, making it more efficient and less burdensome for our users, and to facilitate the consistent growth of their wealth. ——Products and Services—— Wealth Broker offers a comprehensive suite of wealth management products through its self-developed brokerage platform, including stocks, cash management, mutual funds, private funds, structured products, and bonds. With strong R&D capabilities and technological innovation, Wealth Broker is dedicated to safeguarding customer assets and helping global users preserve and increase the value of their investments. ——Security Assurance—— Risk Control System Wealth Broker integrates multiple risk control systems to block high-risk stocks, and technically restrict high-risk trading behaviors. Each new feature undergoes rigorous testing and refinement by the R&D department to ensure absolute security for user assets at every step within Wealth Broker. Company Qualifications Holds a New Zealand FSPR brokerage license (Number: FSP1008910) ——Development History—— Established in 2017; In 2019, Wealth Broker launched an internet digital finance platform for "investing in global assets with one account"; By the end of 2023, it has served over 120,000 retail investment clients, provided services for 700 new stock investments, and expanded its user base to more than ten countries worldwide, including Mainland China, Hong Kong, Macau, Taiwan, New Zealand, Singapore, Malaysia, India, the United Kingdom, Canada, Australia, and Dubai. ——Wealth Broker's Vision—— Wealth Broker is dedicated to becoming the most trusted partner for investors in investment and wealth management. Through financial technology innovation, Wealth Broker will safeguard user assets, ensuring that users can safely, conveniently, and flexibly preserve and increase the value of their assets in the complex and changing financial market.