WealthPeak is exclusively for private bankers, wealth managers, general partners at VC firm and relationship managers advising VHNW and UHNW clients in Hong Kong and Singapore.
Upcoming Introduction Webinar
Only private bankers, wealth managers, general partners at VC firm are invited to join.
We're currently in beta testing, please register for our the first webinar if you are interested.
Upcoming webinar
date
Date
18 Jul 2025
Time
Time
11:00 am - 12:00 pm (SGT/HKT)
Location:
Format
Virtual
Agenda
Software introduction
Exclusive perks introduction
Q&A session
Next webinar
1 Aug 2025
11:00 am - 12:00 pm (SGT/HKT)
Designed for the Next-Gen Private Bankers
Business Intelligence That Speaks Banker
Uncover the Wealth Web Behind Every Client
WealthPeak reveals the private companies that actually matter — mapping ownership structures, business scale, and revenue potential behind your HNW and UHNW clients.
Become the Banker Who Truly Understands Their Clients
Understand the Business Behind the Wealth
WealthPeak equips you with contextual insights — from public interviews to family stories, hobbies, and philanthropic interests — so you understand what drives your clients, not just what’s in their portfolio.
Build better connections
Discover Warm Paths to New UHNW Relationships
With Find Inner Circle and Find Prospects, WealthPeak taps into your LinkedIn network to reveal first- and second-degree UHNW/VHNW connections — and shows you all the key people related to clients you already know.
Frequently asked questions
What is WealthPeakAI?
Who is eligible to join WealthPeak?
Is WealthPeak open to the general public?
Why is there a vetting process?
I work in finance but don’t have private clients. Can I still join?
Can I join if I am based outside Hong Kong or Singapore?