It’s not just the destination, it’s the journey

We have a close-knit team of advisors and developers with a shared vision to make financial planning easy and understandable for you.

We believe that every great team is a sum of different individuals who are not only highly-skilled professionals but also love to talk, discuss and always search for better ways to enrich our users.

The Team

Qiuyan Tian

Co-Founder Experienced in wealth management, having worked more than 5 years in Goldman Sachs and an established family office, covering HNWI in the Asian region. Qiuyan also co-founded and ran her first e-commerce startup (Sold.sg) for 4 years, expanding the business to Malaysia and Philippines before getting acquired by an ASX listed company.

Alexandra Eu

Co-Founder In her 5 years experience as a strategic planner in DDB and an Events & Marketing manager at UOB Private Banking, Alexandra has worked with corporate and retail clients to develop multimedia marketing and branding strategies. She also cofounded and ran Art Loft Asia, a leading art e-commerce platform focusing on Asian art.

The Advisory Board

Charles Wong

CEO & Co-Founder, Prive Financial Previous: Managing Director, Structured Products Sales Asia, JP Morgan

Steve Yang

Partner, Prive Financial Previous: Head of Fixed Income Sales Greater China, Commerze Bank

Melvyn Yeo

Co-founder & Executive Partner, Thirdrock Group Previous: Executive Director, Equities Derivatives Asia, Goldman Sachs

Megan Tan

Client Advisor, Thirdrock Group Previous: Executive Director, Private Wealth Management, Morgan Stanley