This startup provides digital wealth management services that utilize transparent pricing and conflict-free fee structures to enhance investment strategies. By offering cashback on trailer fees, it enables individuals to achieve personalized financial goals while ensuring security and trust in their investment decisions.
Funding
$108.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Traditional investment platforms often have opaque fee structures, including sales charges and transaction fees, which can erode investment returns. Many platforms also receive trailer fees from fund managers, creating potential conflicts of interest that may not align with the investor's best interests. Furthermore, access to diverse investment options, including private markets and hedge funds, is often limited for retail investors.
Solution
Endowus provides a digital wealth management platform that offers transparent, conflict-free investment solutions across cash, CPF, and SRS funds. The platform eliminates sales charges and transaction fees, and it returns 100% of trailer fees to clients, ensuring alignment with investor interests. Endowus offers access to expert-advised portfolios and a curated selection of best-in-class funds, including options for sustainable investing and income generation. The platform also provides access to private markets, hedge funds, and alternative investments for accredited investors, expanding investment opportunities beyond traditional assets.
Target Audience
Endowus primarily targets retail investors in Singapore seeking transparent, low-cost access to diversified investment portfolios and wealth management services across cash, CPF, and SRS funds. It also serves accredited investors looking for access to alternative investment options like private markets and hedge funds.
Features
- Access to globally diversified, expert-advised portfolios tailored to different risk profiles and investment goals.
- A curated selection of over 400 best-in-class funds, including passive index funds and ESG-focused options.
- Cashback on 100% of trailer fees, reducing overall investment costs.
- Integration with CPF and SRS accounts for holistic wealth management.
- Access to private markets and hedge funds for accredited investors.
- Fee structure with no sales charges or transaction fees.
- Mobile app for convenient account management and investment tracking.