Source: https://fintech.ph/category/wealth-management Category · 14 companies # Wealth Management Investment platforms, robo-advisors, and wealth management solutions Search within Wealth Management Related: [Investments](https://fintech.ph/category/investments) [Digital Banking](https://fintech.ph/category/digital-banking) [Business Banking](https://fintech.ph/category/business-banking) [Lending](https://fintech.ph/category/lending) [All categories](https://fintech.ph/directory) Well-known in Wealth Management [B BDO Unibank](https://fintech.ph/listing/bdo) [B BPI](https://fintech.ph/listing/bpi) [C China Banking Corporation](https://fintech.ph/listing/chinabank) [M Metrobank](https://fintech.ph/listing/metrobank) Alphabetical. Placement is never paid. Showing 14 companies - [BDO Unibank](https://fintech.ph/listing/bdo): We Find Ways · BDO Unibank, Inc. (PSE: BDO) is the Philippines' largest bank by assets, loans, and deposits, with total assets of about ₱5.4 trillion at end-2025. Part of the SM Group controlled by the Sy family, BDO is a full-service universal bank offering consumer and corporate banking, lending, payments, remittances, investments, insurance, and wealth/private banking through one of the country's most extensive branch and ATM networks. It traces its roots to Acme Savings Bank (1968), was acquired by the SM Group in 1976, and merged with Equitable PCI Bank in 2007. · Digital Banking · Business Banking · Lending · Founded 1968 · Makati City, Philippines · Public - [BPI](https://fintech.ph/listing/bpi): Featured · Do More with BPI · Bank of the Philippine Islands (BPI) is the oldest bank in the Philippines and Southeast Asia, founded in 1851. A universal bank controlled by Ayala Corporation and listed on the Philippine Stock Exchange (ticker: BPI), it offers consumer and corporate banking, lending, payments, investments, wealth management, and insurance. BPI absorbed Robinsons Bank in a merger effective 1 January 2024. In FY2025 it posted record net income of about ₱66.6 billion with total assets of roughly ₱3.7 trillion. · Digital Banking · Business Banking · Lending · Founded 1851 · Makati City, Philippines · Public - [Metrobank](https://fintech.ph/listing/metrobank): You're in Good Hands · Metropolitan Bank & Trust Company (Metrobank; PSE: MBT) is one of the Philippines' largest universal banks, founded in 1962 by Dr. George S.K. Ty. Affiliated with GT Capital Holdings, it offers consumer and corporate banking, lending, credit cards, wealth management, and trust services through a nationwide branch and ATM network plus overseas offices. It posted record FY2025 net income of ₱49.7 billion with total assets of about ₱3.88 trillion, and is the parent of thrift bank PSBank. · Digital Banking · Business Banking · Wealth Management · Founded 1962 · Bonifacio Global City, Taguig, Philippines · Public - [China Banking Corporation](https://fintech.ph/listing/chinabank): Focused on You · China Banking Corporation (Chinabank, PSE: CBC) is a leading private universal bank in the Philippines, founded in 1920 as the country's first privately owned local commercial bank. A member of the SM Group, it offers deposits, lending, wealth management, trust, treasury, and digital banking to retail, SME, and corporate clients through a nationwide branch network and subsidiaries including China Bank Savings, Chinabank Capital, and Chinabank Securities. In 2025 it posted record net income of about ₱28 billion with total assets of roughly ₱1.8 trillion. · Digital Banking · Business Banking · SME Financing · Founded 1920 · Makati City, Philippines · Public - [Seedbox](https://fintech.ph/listing/seedbox): Invest today, shape your tomorrow. · Seedbox is a Philippine digital investment platform that lets Filipinos invest in mutual funds, UITFs, PERA, and local and global stocks from one app, with sachet investing starting as low as PHP 50. Founded in 2016 and operated by Seedbox Technologies, Inc. in partnership with ATR Asset Management (ATRAM), Indonesia's Indivara Group, and Rampver Financials, it also offers white-label investment solutions for businesses. Its sister firm Seedbox Securities, Inc. is an SEC-licensed broker-dealer and PSE Trading Participant (Broker ID 365). In 2022 Seedbox raised US$6M (~PHP 306M) led by SBI Ventures Singapore and Philippine Equity Partners. · Investments · Wealth Management · Founded 2016 · Makati City, Philippines · Series A · ₱306M raised - [Investa](https://fintech.ph/listing/investa): Social-financial platform empowering Filipino investors · Investa, operated by Investagrams Inc., is the Philippines' leading social-financial platform with 1.2M+ users. Founded in 2015 by JC Bisnar, Airwyn Tin and JM Lapina, it pairs a social trading community with virtual/paper trading (VTrade) across PH, US and crypto markets, real-time market data, screeners, and Investa University courses; premium tier InvestaPrime adds advanced analytics and alerts. Sister app InvestaFunds, run by SEC-licensed Mutual Fund Distributor InvestaFinancial Inc., lets Filipinos invest in mutual funds from as little as PHP 50. A 2020 Microsoft Emerge X finalist built on Microsoft Azure. · Investments · Wealth Management · Payments · Founded 2015 · Makati, Metro Manila · Private - [Round One](https://fintech.ph/listing/round-one): Round One is the Philippines' first SEC-licensed equity crowdfunding platform, operated by Eastern Securities Development Corporation (ESDC), a stock brokerage and Philippine Stock Exchange member since 1977. Launched in 2022, the platform lets Filipino startups and SMEs raise growth capital through the public sale of equity securities, while investors can browse vetted campaigns and commit funds online. Round One conducts due diligence on both issuers and investors, and has hosted fundraises for companies including Cocotel, Tipaklong, UNAWA and Filipay. · Investments · SME Financing · Wealth Management · Founded 2022 · Binondo, Manila · Private - [PDAX Securities (Bonds.ph)](https://fintech.ph/listing/bonds-ph): Investing in bonds made simple · PDAX Securities Inc. (formerly Bonds.ph Inc.) provides digital access to Philippine government securities through partners including PDAX and GCash GBonds. Its Bonds.ph app launched in July 2020 with the Bureau of the Treasury, UnionBank and PDAX for the RTB-24 Progreso issue. The company’s current website focuses on tokenized government bonds and identifies it as an SEC-registered broker-dealer, PDEx member and Bureau of the Treasury-acknowledged Government Securities Eligible Dealer. · Investments · Wealth Management · Financial Inclusion · Founded 2020 · Pasig City · Private - [Philstocks](https://fintech.ph/listing/philstocks): With Philstocks, we all can dream. · Philstocks Financial, Inc. (formerly Accord Capital Equities Corp.) is an SEC-licensed, PSE-accredited online stockbroker (Broker ID 103) giving Filipino retail investors access to the Philippine Stock Exchange. Through its web platform and the Philstocks Mobile app, plus broker-assisted trading, clients buy and sell PSE-listed stocks and lodge stock certificates, supported by daily research and market-education programs. A ₱5,000 minimum gets started, and Philstocks is one of the partner brokers powering Maya Stocks. · Investments · Wealth Management · Founded 2001 · Ortigas Center, Pasig City · Private - [DragonFi](https://fintech.ph/listing/dragonfi): DragonFi is a born-digital online stock brokerage in the Philippines, offering a mobile app and web platform for investing in Philippine Stock Exchange-listed stocks, mutual funds, and REITs. Operated by DragonFi Securities, Inc. (formerly Tri-State Securities), an SEC-registered broker-dealer and PSE Trading Participant, it is the country's first SEC-accredited PERA Administrator, offering PERA+ tax-advantaged retirement accounts. Its DragonFi Save feature (powered by CIMB Bank) lets users earn interest on idle cash. DragonFi also provides the licensed brokerage engine behind Maya Stocks and GoTyme Bank's in-app PH Stocks. · Investments · Wealth Management · Savings · Founded 2022 · Bonifacio Global City, Taguig · Private - [AB Capital Securities](https://fintech.ph/listing/ab-capital-securities): Trading Online is as Easy as ABC · AB Capital Securities, Inc. (ABCSI) is one of the Philippines' longest-established stockbrokers and a pioneer of online stock trading. Formerly Anscor Hagedorn Securities, it is a Philippine Stock Exchange Trading Participant offering online and broker-assisted trading, an online margin facility, mutual funds, and equity research through its AB Capital Advantage platform and mobile app. A subsidiary of AB Capital & Investment Corporation, with GCash operator Mynt (Globe Fintech Innovations) a major shareholder, ABCSI also powers brokerage and research for GCash's GStocks PH, widening retail Filipino access to the stock market. · Investments · Wealth Management · Founded 1982 · Taguig City, Philippines · Private - [COL Financial](https://fintech.ph/listing/col-financial): COL Financial Group is the Philippines' largest online stockbroker, giving retail investors low-cost access to Philippine Stock Exchange equities and mutual funds via its COL trading platform and mobile app. Founded as CitisecOnline in 1999 and renamed COL Financial in 2012, it is listed on the PSE (ticker: COL). As of 2024 it served about 553,000 customer accounts holding ₱117 billion in net equity and posted ₱486 million in net income from Philippine operations. Founder Edward K. Lee is chairman; Conrado Bate is President & CEO. · Investments · Wealth Management · Founded 1999 · Pasig City · Public - [Rampver Online](https://fintech.ph/listing/rampver-online): The best way to get started in investing. · Rampver Online is the digital investing platform of Rampver Financials, Inc. (founded 1993 as Ramp Inc.), one of the Philippines' largest non-bank mutual fund distributors. The app lets retail Filipinos open an account and invest in SEC-regulated mutual funds and UITFs from multiple fund houses (Sun Life, ATRAM, First Metro/FAMI, Philequity and its own Soldivo funds), and track their portfolio, with minimums as low as ₱1,000. Rampver also offers insurance and financial planning, and reports over ₱18 billion in assets and 60,000+ clients. · Investments · Wealth Management · Financial Inclusion · Founded 1993 · Makati City, Metro Manila · Private - [ATRAM](https://fintech.ph/listing/atram): ATRAM is one of the Philippines' largest independent asset and wealth managers, offering mutual funds, UITFs, global feeder funds and discretionary portfolio management. Its digital arm — the ATRAM Prime mobile app, built on Swiss wealthtech additiv — lets retail investors open an account in minutes and invest online toward goals. In May 2025 ATRAM Trust merged with UnionBank's trust unit to form the country's fourth-largest private asset manager with over ₱485 billion in assets under management; UnionBank holds 27.5% of ATR Asset Management. Group CEO: Michael Ferrer. · Wealth Management · Investments · Founded 1995 · Makati City · Private ## Wealth Management companies in the Philippines Investment platforms, robo-advisors, and wealth management solutions Browse wealth management companies with their licences, funding and links to their sites and developer docs. --- From fintech.ph, an independent directory of fintech companies in the Philippines, as of October 27, 2026. Please link to https://fintech.ph/category/wealth-management when citing this page.