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Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
Digital wealth management platform for banks and brokerages
Hong Kong, HKVenture-backedquantifeed.comNot yet confirmed by the company
Quantifeed makes digital wealth management software for banks, private banks, brokerages and other financial institutions, mainly in Asia. It sells configurable modules for four groups inside those firms: chief investment officers, end customers investing online, relationship advisors, and discretionary portfolio managers.
The advisor-led module gives advisors a dashboard of clients, products and sales leads, with risk and goal profiling, proposal generation, suggested trades and next actions, portfolio health checks against reference models, and AI-assisted client report text. Proposals can pass through a maker-checker approval step and then go straight to order and trade management. Other modules support model portfolio construction and analytics for CIO teams, customer-direct robo investing, and automated ongoing management of discretionary portfolios. The platform runs on the company's QEngine technology, and Quantifeed also sells discovery workshops, UX design, project delivery, quant model-portfolio research and support services.
Quantifeed lists offices in Hong Kong, Singapore, Tokyo, London and Sydney. It raised a Series C round in 2022 led by HSBC Alternatives, part of HSBC Asset Management, and bought ALPIMA, a London portfolio construction and analytics firm, that year. In 2024 it announced a partnership with Thought Machine aimed at private banks. Pricing is not published.
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