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On the recordRead 12 Oct 202628 facts
Privé Technologies
Privé Technologies · Hong Kong · founded 2011
On the record
- Advisor AI
- PrivéAI Insights generates personalized investment summaries and talking points using CIO views, portfolio data, and client profiles.privetechnologies.com · read 11 Oct 2026
- AI governance
- Privé says its generative AI is used for narration and insights, while core calculations use reproducible, explainable deterministic models.privetechnologies.com · read 12 Oct 2026
- Allocation analysis
- Yesprivetechnologies.com · read 24 Sep 2026
- AML screening
- The onboarding platform screens clients against more than 1,500 global databases for PEPs, sanctions, adverse media, and state-owned enterprises.privetechnologies.com · read 12 Oct 2026
- API access
- The API Portal offers programmatic access to portfolio construction, market data, client management, and advisory workflows, and users can request access.privetechnologies.com · read 12 Oct 2026
- Asset class coverage
- multi_asset_alternativesprivetechnologies.com · read 24 Sep 2026
- Company history
- Privé says it was founded in 2011 and has operated for 14 years.privetechnologies.com · read 11 Oct 2026
- Custodian and broker support
- The robo-advisor supports bulk orders and integration with existing custodians and brokers.privetechnologies.com · read 12 Oct 2026
- Customers
- The company lists retail banks, private banks, insurance companies, asset managers, and family offices as client groups.privetechnologies.com · read 11 Oct 2026
- Execution
- Order Management supports automated pre-trade checks and single-account or bulk trades across portfolios.privetechnologies.com · read 11 Oct 2026
- Identity checks
- Digital ID capture includes OCR scanning, facial comparison, and liveness detection.privetechnologies.com · read 12 Oct 2026
- Infrastructure
- The onboarding module is built on AWS or Google Cloud with a microservices architecture, tokenization, and audit logs.privetechnologies.com · read 12 Oct 2026
- Integrations
- The API platform connects custodial data, trades, orders, and market information.privetechnologies.com · read 12 Oct 2026
- Onboarding
- Its digital onboarding module automates client data collection, identity verification, compliance screening, and account activation.privetechnologies.com · read 12 Oct 2026
- Performance reporting
- Yesprivetechnologies.com · read 24 Sep 2026
- Platform
- Privé provides a unified wealth management platform covering onboarding, portfolio construction, reporting, and oversight.privetechnologies.com · read 11 Oct 2026
- Portfolio construction
- PrivéAI-go uses patented genetic algorithms to build portfolios based on investor risk tolerance, goals, and preferences.privetechnologies.com · read 11 Oct 2026
- Portfolio monitoring
- Portfolio Monitoring consolidates holdings from multiple custodians and data vendors and tracks risk, performance, and compliance.privetechnologies.com · read 11 Oct 2026
