# Robowealth Mutual Fund Brokerage Securities Company

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/robowealth-mutual-fund-brokerage-securities-company

- Industry: Financial Services
- Headquarters: Bangkok, Thailand
- Website: www.robowealth.co.th
- Latest round: Series A (Jan 20, 2021)
- Investors on record: 1

## About

Robowealth Mutual Fund Brokerage Securities Company Limited provides innovative robo-advisory financial services, enhancing investment accessibility for Thai investors through a user-friendly app that supports diversified portfolios and automated rebalancing.Founded in 2017 in Bangkok, Thailand, Robowealth Mutual Fund Brokerage Securities Company Limited specializes in financial services through robo-advisory solutions. The company was established by Chaipakorn Jkunopakorn, Kamonwan Sujatanond, Pasu Liptapanlop, and Saruda Pattanahirun, with a focus on serving individual investors. Robowealth has completed one deal, with its most recent investment round occurring on January 20, 2021.Robowealth offers innovative financial services centered around robo-advisory solutions, catering primarily to Thai investors. Their flagship products include a curated investment app that facilitates diversified investment portfolios and automated monthly rebalancing to mitigate risk exposure. The service leverages algorithms that analyze extensive financial data, allowing clients to make informed investment decisions with ease. Robowealth primarily serves individual investors, including those new to investing, by providing user-friendly mobile applications designed for one-stop access to all available funds. Their solutions aim to demystify investing for a broader audience, making it accessible to a wider demographic, including those who may perceive investing as solely for affluent individuals. The company actively engages clients in Thailand, focusing on creating a comprehensive financial ecosystem that supports diverse investment strategies.Robowealth generates revenue through transactions associated with its robo-advisory and investment management services. Clients engage with the platform by making investments that typically start at a minimum of 1,000 baht, enabling a broad customer base to participate in investment opportunities. The firm's revenue structure includes fees based on a percentage of assets under management or transaction fees connected to investment activities. Specific pricing plans may vary depending on the products utilized within their platform, and clients benefit from tailored advisory solutions. The company’s revenue model is designed to support both direct consumer interactions and potentially partnerships that enhance its service offerings, ensuring that it meets the investment needs of a diverse clientele effectively.Robowealth has plans to expand its product offerings and enhance its market reach. The company is currently designing new products aimed at further simplifying investment for its users. Additionally, Robowealth intends to explore expansion into other Southeast Asian markets to diversify its client base. The recent Series A funding raised in January 2021, led by Beacon Venture Capital, will assist in supporting these initiatives.

## Funding rounds

- Series A, Jan 20, 2021 — Beacon Venture Capital

## Investors

- Beacon Venture Capital (https://capitalatlas.ai/funds/beacon-venture-capital) — Series A