Under the Radar: Endowus’ Chairman sheds light on what’s next for the firm after crossing US$10B in AUM

Today we’re going to take you through the ins and outs of a leading independent digital wealth platform in Asia that provides bespoke investment solutions for personal savings, private wealth and even public pension (say in the case of CPF and SRS in Singapore).  Founded in 2017, our guest for today Endowus operates out of both Singapore and Hong Kong with a vision to help investors grow their wealth holistically and offer what it describes as conflict-free advice and access to institutional financial solutions, through a personalised digital wealth experience.  Fast forward to today, the firm works with over 80 global fund managers to provide access to investment strategies across public and private markets, hedge funds and alternatives.  The digital wealth platform had also in October 2025 crossed US$10 billion in assets under management after seeing record inflows and assets from Hong Kong customers tripling. The firm also noted that its alternative business surged to over US$500 million.  So what’s driving the numbers and what are the growth trends for the firm with Federal Reserve interest rates set to fall further this year? At the same time, Endowus also raised over US$70 million that same month, in a funding round led by Illuminate Financial and joined by existing investors including Citi Ventures and various Asian family offices.  According to Tech Node Global, the firm said at the time that funds raised will be used to help the firm scale further, and to zoom in on creating retirement solutions and pension platforms in Singapore and Hong Kong. Resources will also be channelled to AI innovation, new B2B solutions for financial advisers and further geographic expansion.  But how far are we seeing that play out? Where is Endowus moving into next and how will the role of its Singapore operations evolve? Meanwhile, robo-advisory AutoWealth had in January 2026 become the second digital adviser for the CPF Investment Scheme after Endowus. So what does the move mean for Endowus then and will it double down on efforts to grow its market share right here in the Lion City? On Under the Radar, Money Matters’ finance presenter Chua Tian Tian posed these questions to Samuel Rhee, Co-founder, Chairman and Group CIO, Endowus.See omnystudio.com/listener for privacy information.