Wealth Management System

General Information
Business:

(Incorporated in the British Virgin Islands)

We are a FinTech company delivering advanced market analytics and AI-powered insights to investors. Our core mission is to enhance investor financial intelligence and empower them to navigate the capital market through the use of innovative technology.

Our flagship product is called Spiking. 

Our current customer base is primarily comprised of Southeast Asian users (predominantly located in Malaysia and Singapore), with an interest in the U.S. securities market. Our Spiking platform is exclusively focused on providing financial data for U.S. listed companies. This specialization creates a concentrated market risk where our potential customer base is significantly smaller than if we served the broader market as a whole.

We confirm that our market is limited in nature and does not currently include Asian investors investing in Asian or Oceanic capital markets, as our platform is exclusively tailored to U.S.-listed securities. This reliance on a financial intelligence tool for U.S. securities makes the attractiveness of our platform dependent on there being sustained demand for information on U.S. securities. A shift in investor preferences (as a whole, and in particular preferences of Southeast Asian investors) towards international equities or other asset classes may have a material adverse effect on our results of operations. Since our platform is built based on the market data from public records and SEC filings, it may not be feasible, or take significant effort and time, for us to adopt our software for other markets or asset classes. If we fail to do so in a timely manner, or at all, this could harm our competitive position and our financial conditions would be materially and adversely affected.

Note: Net income and revenue are in U.S. dollars for the fiscal year that ended March 31, 2025.

(Note: Wealth Management System increased its IPO’s size to 5 million shares – up from 2.2 million shares initially – and kept the price range at $4.00 to $5.00 – to raise $22.5 million, if priced at the $4.50 mid-point of its range, according to an F-1/A filing dated Feb. 27, 2026.)

 

 

 

 

Industry: Financial Technology - Market Analytics
Employees:
Founded: 2012
Contact Information
Address 71 Ayer Rajah Crescent #03-25 Singapore 139951
Phone Number +1 (570) 774-5464
Web Address
View Prospectus: Wealth Management System
Financial Information
Market Cap
Revenues $2.43 mil (last 12 months)
Net Income $1.09 mil (last 12 months)
IPO Profile
Symbol GIVE
Exchange NASDAQ
Shares (millions): 5.0
Price range $4.00 - $5.00
Est. $ Volume $22.5 mil
Manager / Joint Managers Blue Diamond Securities of America
CO-Managers
Expected To Trade:
Status: TBA
Quiet Period Expiration Date:
Lock-Up Period Expiration Date:
SCOOP Rating
Rating Change