WealthBridge Advisors

WealthBridge Advisors is a premier wealth management firm based in Singapore, offering personalized financial advisory and investment management services to high-net-worth individuals, families, and institutional clients. Founded in 2020 by finance expert Daniel Wong, the firm specializes in creating bespoke wealth management strategies that focus on long-term asset growth, tax optimization, and estate planning. WealthBridge Advisors is known for its holistic approach, integrating financial planning with investment advice to help clients secure their financial futures.

The firm provides a wide range of services, including portfolio management, estate planning, retirement planning, and family office services. WealthBridge Advisors focuses on delivering tailored investment solutions, including real estate investments, alternative assets, and private equity opportunities. A notable achievement for the firm was managing a multi-million-dollar portfolio for a prominent family office, helping them diversify their investments into global markets while ensuring optimal tax efficiency.

WealthBridge Advisors operates with values of integrity, transparency, and personalized client service. In 2023, the firm reported assets under management (AUM) of SGD 2 billion and revenues of SGD 120 million. Looking ahead, WealthBridge Advisors plans to expand its client base in Southeast Asia and introduce sustainable investment products to meet the growing demand for ESG-focused investments.