Dragon Wealth Debuts its SMAC App to Help Advisors Serve High Net-Worth Clients

This post is part of our live coverage of FinovateAsia 2013.

Our next presenter is Dragon Wealth. Their innovation is the Dragon Wealth SMAC App.

“Dragon Wealth SMAC app is a solution that enables wealth management advisors to make smarter, well-informed recommendations to their high net-worth clients. The solution takes advantage of the cloud to analyze big data and select social media via a social mobile analytics platform to deliver a customized dashboard via a tablet application. 

Wealth management advisors and their clients will have transparent access to at-a-glance information on their investment behavior, peer group comparisons, and expert reports to make informed decisions on investments. Financial institutions get to easily customize the platform to suit their unique needs and requirements.”

Presenting Bert-Jan van Essen (MD & Co-Founder) and Dana Ritter (MD & Co-Founder)

Product Launch: November 13, 2013

Metrics: S$500,000 funding, founded by former CIO Private Banking APAC, Credit Suisse & Head Advisory Systems APAC, Credit Suisse

Product distribution strategy: Direct to Business (B2B), through financial institutions & licensed

HQ: Singapore

Founded: June 2013

Website: dragonwealth.net

Twitter: @bertjanarosa / @danaritter3

FinovateAsia 2013 Demo Companies Bring Global Innovation to Singapore

FinovateAsia is typically our most globally diverse show, and this year is no different. Two weeks from now, we will showcase 37 demos from companies spanning the globe that are innovating in everything from remittance to small business tools to back office solutions and much more. 

Given that diversity, we thought it would be fun put together a map showing the geographic spread of the demoing companies that will take the stage (click the map to enlarge).

Here’s the breakdown of the number of companies from each region:

• Asia: 12
• Europe: 11
• North America: 9
• Africa: 1
• Oceania: 2
• Middle East: 2

To refresh your memory, the list of the companies that we’ve hand-picked to show off their new technology at the Max Atria @ Singapore Expo on November 14, include:

Advanced Merchant Payments App Annie Arkalogic ArthaYantra Backbase BehavioSec BlueKite BRIDGEi2i CustomerXPs Software DragonWealth GMC Software Technologies

i-exceed IND Group Intuition Intelligence KlickEx Kofax LifePAD Luminous Mambu Matchi Mistral Mobile Mobexo Mobino Pangea

Payoneer Pixeliris Red Zebra SaaS Markets Serverside Smart Engine TIBCO Tootpay TradeNet TSYS White Label Personal Clouds Yodlee

To see live demos of the new technology, meet the entrepreneurs responsible, and network with others in the industry, get your ticket to FinovateAsia here. If you have questions about the show, check out who is attending or email asia@finovate.com.

Showing Our Age: A Look at FinovateAsia 2013 Demo Company Launch Timeline

At Finovate, we’ve seen how great innovation comes from companies of all ages. All we have to do is look at the Best of Show winners from FinovateAsia 2012. The founding dates of the winners ranged from 1858 (NAB, the parent company of UBank) to 2012 (SocietyOne).

We don’t know who will win Best of Show at FinovateAsia in Singapore this year, but looking at the launch date of the 37 companies taking the stage November 14, we found a 28-year spread. 

Here they are in reverse chronological order with funding amounts, if disclosed:

2013- 2012

• Arkalogic: 2013

• BlueKite: 2013
  Total Funding: $1.5 million Seed funding

• Dragon Wealth: 2013

• LifePAD: 2013

• Matchi: 2013

• White Label Personal Clouds: 2013

• ArthaYantra: 2012 

• Intuition Intelligence: 2012

• Mistral Mobile: 2012

• Pangea Payments: 2012
  Total funding $1 million Seed funding

2011-2008

• BRIDGEi2i: 2011

• i-exceed: 2011

• KlickEx: 2011
  Total Funding: $1.3 million

• Mambu: 2011
  Total Funding: $2 million Series A

• Mobino: 2011

• Red Zebra: 2011

• SaaS Markets: 2011

• SinoLending: 2011

• Smart Engine: 2011

• Tootpay: 2011

• Mobexo: 2010

• Advanced Merchant Payments: 2009

• App Annie: 2009
  Total Funding: $22 million

2007 or earlier

• Payoneer: 2007

• CustomerXPs Software: 2006
  Total Funding: $4 million Series A

• Backbase: 2003

• Serverside: 2003

• TradeNet: 1999

• Yodlee: 1999
  Total Funding: $124 million

• BehavioSec: 1998
  Total Funding: $2 million (€1.5 million)

• IND Group: 1997

• TIBCO Software: 1997
  Public NASDAQ: TIBX

• GMC Software Technology: 1994

• TSYS: 1993

• Pixeliris: 1989

• Kofax: 1985
  Public LON: KFX

To learn more about each of these companies, check them out here and come see their live demos in Singapore on November 14.

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All numbers and funding information sourced from Crunchbase.com