Exhibitor

Prive Technologies

4E38

PrivĂŠ Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.


The breadth of our suite of products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more – is unparalleled in the financial technology industry.


Founded in 2011, we have offices in 6 different countries servicing clients in over 16 jurisdictions around the globe. Our HQ is in Hong Kong, with offices in Singapore, Malaysia, Taiwan, Austria and Germany.

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Our HQ is in Hong Kong, with offices in Singapore, Malaysia, Taiwan, Austria and Germany.</span><span style="color: rgba(0, 0, 0, 0.6); background-color: rgb(255, 255, 255);"> </span></p>, company_website=https://www.privetechnologies.com/, consent=1, exbhitor_id=rhwk7klenoz28v5bveak, exhibitortype={id=1, name='Exhibitor', order=0, label='Exhibitor'}, facebook=https://www.facebook.com/privetech/, hs_child_table_id=0, hs_created_at=1778834499201, hs_deleted_at=0, hs_id=212916272056, hs_initial_published_at=1778834527632, hs_is_edited=false, hs_path=privetechnologies, hs_published_at=1780673707299, hs_updated_at=1780671302965, hs_updated_by_user_id=1603953, linkedin=https://www.linkedin.com/company/privetechnologies/, page_path=privetechnologies, page_title=PRIVE TECHNOLOGIES, primary_countryregion_of_business={id=201, name='Singapore', order=200, label='Singapore'}, product_description_five=<p>Search. Compare. Recommend. All in one platform.</p><p>Access your institution’s complete approved product universe in one platform. From product search to client recommendation in minutes, Privé Product Explorer turns investment discovery into a real-time, advisor-ready experience. Advisors can search, filter, and compare products across asset classes with live market data and full transparency.</p>, product_description_four=<p><span style="background-color: rgb(255, 255, 255); color: rgb(215, 239, 228);">Privé's API Portal delivers direct access to our patented PrivéAI-go® genetic algorithm engine through REST APIs and WebSocket connections. Build robo-advisors, enhance advisory platforms, or create enterprise wealth management solutions with sub-second portfolio construction.</span></p>, product_description_one=<p><strong>Priv</strong><strong style="color: rgb(31, 31, 31);">é</strong><strong>&nbsp;RM PathFinder</strong>,&nbsp;our new voice-enabled AI assistant which leverages AI technology and Relationship Managers' conversations with their clients to build stronger client relationships via real time personalized investment advice.&nbsp;&nbsp;</p><p><br></p><p>Please find a link to the short explanatory video&nbsp;<a href="https://www.youtube.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(41, 98, 255); background-color: transparent;">https://www.youtube.com/</a><a href="https://www.youtube.com/watch?v=RKhOEBD-Yag" rel="noopener noreferrer" target="_blank" style="color: rgb(18, 100, 163);">watch?v=RKhOEBD-Yag</a></p>, product_description_three=<p><span style="background-color: rgb(255, 255, 255); color: rgb(71, 84, 103);">Prive AI-Go is a transparent, trackable advisory system that matches the decision-making logic of your own investment organization. The system ingests investor preferences, your firm's constraints, and market data to generate portfolios that are measurable, repeatable, and regulatory compliant.</span></p><p><br></p><p><span style="background-color: rgb(255, 255, 255); color: rgb(71, 84, 103);">In just one click, Wealth managers can move from manual modeling to real-time portfolio generation with full visibility and control.</span></p>, product_description_two=<p><span style="background-color: rgb(255, 255, 255); color: rgb(71, 84, 103);">PrivéAI Insights ingests your CIO’s market outlooks, asset class views, and product preferences, then applies them to real-time portfolio data and client profiles.</span></p><p><br></p><p><span style="background-color: rgb(255, 255, 255); color: rgb(71, 84, 103);">It generates personalized investment summaries, bilingual talking points, and portfolio prompts that reflect institutional logic and house policy. Built-in guardrails ensure every output respects client mandates, product eligibility, and regulatory rules, so advisors can act with confidence and speed.</span></p>, product_name_five=Product Explorer, product_name_four=API Portal, product_name_one=RM PathFinder, product_name_three=Prive AI-go, product_name_two=AI Insights, record_skip=0, sff_website_url=privetechnologies, sort_type={id=16, name='P', order=15, label='P'}, x_formerly_known_as_twitter=https://x.com/privetech?lang=en})

Products and Services

Products and Services Description
RM PathFinder

PrivĂŠ RM PathFinder, our new voice-enabled AI assistant which leverages AI technology and Relationship Managers' conversations with their clients to build stronger client relationships via real time personalized investment advice.


Please find a link to the short explanatory video https://www.youtube.com/watch?v=RKhOEBD-Yag

AI Insights

PrivéAI Insights ingests your CIO’s market outlooks, asset class views, and product preferences, then applies them to real-time portfolio data and client profiles.


It generates personalized investment summaries, bilingual talking points, and portfolio prompts that reflect institutional logic and house policy. Built-in guardrails ensure every output respects client mandates, product eligibility, and regulatory rules, so advisors can act with confidence and speed.

Prive AI-go

Prive AI-Go is a transparent, trackable advisory system that matches the decision-making logic of your own investment organization. The system ingests investor preferences, your firm's constraints, and market data to generate portfolios that are measurable, repeatable, and regulatory compliant.


In just one click, Wealth managers can move from manual modeling to real-time portfolio generation with full visibility and control.

API Portal

PrivĂŠ's API Portal delivers direct access to our patented PrivĂŠAI-goÂŽ genetic algorithm engine through REST APIs and WebSocket connections. Build robo-advisors, enhance advisory platforms, or create enterprise wealth management solutions with sub-second portfolio construction.

Product Explorer

Search. Compare. Recommend. All in one platform.

Access your institution’s complete approved product universe in one platform. From product search to client recommendation in minutes, Privé Product Explorer turns investment discovery into a real-time, advisor-ready experience. Advisors can search, filter, and compare products across asset classes with live market data and full transparency.

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