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Delivered with discipline

Wealth infrastructure for institutions

Kristal helps institutions expand product access and deliver advice through a single, tech-enabled ecosystem covering onboarding, investing, monitoring and RM workflows.

Built for: Family Offices, Private Banks, Wealth Managers, MFDs and RIAs, IFAs and EAMs, Insurance & NBFCs

$1.5B+
Assets under management
3,500+
Accredited investors
440+
Institutional partners
50+
Countries served
Investment Offerings

Four building blocks. One ecosystem.

4,000+ investment products. 6+ categories. 1 platform.

Give your clients access to the full spectrum of global investment products — from listed equities and bonds to private equity funds, pre-IPO deals, hedge funds, structured products, and mutual funds. All accessible through a single integrated platform, without building fund partnerships yourself.

6+
Broad product categories
What’s included
  • Private Markets & Pre IPO
  • Institutional Funds
  • Mutual Funds
  • Structured Products
  • Bonds & Fixed Income
  • Equities & ETFs

A single-window wealth management CRM built for scale.

Kristal’s Enterprise Solution gives your relationship managers a unified dashboard — client portfolios, product pipelines, advisory workflows, and monitoring tools, all in one place. Reduce the manual lift of managing client books and focus your team on what creates value: conversations.

1
Window for all RM workflows
What’s included
  • Unified client portfolio dashboard
  • RM-to-client workflow management
  • Portfolio construction templates
  • Performance reporting & analytics
  • Compliance-friendly audit trails

Seasoned advisors who work alongside your team.

Kristal’s advisory team acts as an extension of your own — supporting client planning, portfolio construction, and ongoing monitoring. Whether your RMs need escalation support on complex mandates or your clients need independent financial planning, our advisors are structured to scale alongside your book.

120+
Years combined advisory experience
What’s included
  • Portfolio construction support for RMs
  • Independent financial planning for clients
  • Active monitoring & rebalancing oversight
  • Private markets deal advisory
  • Ongoing client engagement support

Fully digital. Fully integrated. End-to-end.

A 360-degree digital infrastructure — covering client onboarding (KYC completed in 24–48 business hours), investing, and portfolio monitoring. Clients receive a single investment account view with real-time holdings and cash visibility, with custody handled via Interactive Brokers and Saxo Bank.

24–48h
Client onboarding SLA
What’s included
  • Digital KYC & account opening in 24–48h
  • Client investment account with live holdings view
  • Custody via Interactive Brokers & Saxo Bank
  • Mobile-first client interface
  • Automated notifications & reporting
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The Opportunity

A better wealth experience doesn’t need a full rebuild

Your brand. Your clients. Your advisory edge. Kristal provides the infrastructure layer so you can go deeper, faster, without rebuilding from scratch.

Broader access

Expand the range of investment offerings available to your clients from mutual funds and bonds to private markets, hedge funds, and structured products without building the infrastructure yourself.

Better advice

Give your RMs and advisors the tools, context, and intelligence needed to elevate every client conversation from product queries to portfolio construction to ongoing monitoring.

Operational simplicity

Replace fragmented workflows with a single digital ecosystem. Onboarding, investing, reporting, and RM tools all in one place, built for how wealth is actually practiced.

See how it works

Recent accomplishments

WINNER
Most Innovative Wealth Management
Global Private Banking Innovation Awards 2023
WINNER
Wealthtech of the Year
Economic Times
WINNER
Best Wealth Management Firm for Digital Investment Advice in Asia
PWM Wealth Tech Awards 2026

Speed, precision & client-ready context

Built in-house by Kristal, Jarvis is our proprietary AI assistant designed to empower relationship managers with the answers they need before a client meeting, during a call or at 11pm the night before a pitch. Turn product questions and portfolio requests into clear, client-ready responses. Consider it your Iron Man moment: super RMs, minus the theatrics.

Product queries

Instant answers on specs, minimums and eligibility across 12+ categories.

Client positioning

Portfolio construction context and client-appropriate framing on demand.

Market context

Concise market summaries and portfolio-relevant insights, ready to share.

JARVIS
Kristal AI Assistant for RMs
Online
JARVIS here. Ask me anything product specs, client positioning, portfolio queries, or market context. I’ll give you a client-ready answer, fast.
Ask Jarvis anything about your wealthGo

TRY: What’s the minimum access to pre-IPO deals? How do I position an FCN to a risk-averse client? Summarise hedge fund performance this quarter.

Who We Partner With

The right infrastructure. For every institution type.

Private banks

Expand product access beyond your captive shelf. Offer clients institutional alternatives, PE, and structured products without the internal infrastructure overhead.

Wealth managers & IFAs

Grow your AUM with a broader product suite. Kristal’s open architecture and RM tools let independent advisors compete at a private-banking level.

EAMs & family offices

Access co-investment opportunities, private market deals, and multi-asset portfolios for sophisticated clients backed by MAS-regulated infrastructure.

NBFCs & insurance cos.

Embed wealth management into your existing client relationships. Kristal’s digital ecosystem plugs into your platform through our partnership model.

MFDs & RIAs (India)

Access global investment products beyond domestic mutual funds. Kristal’s SEBI-registered entity lets Indian distributors offer international product access.

Corporate & MNC treasuries

Manage corporate surplus and executive wealth through Kristal’s discretionary mandate and structured-product capabilities built for compliance-sensitive environments.

Onboard fast. Operate cleanly.

01

Schedule a call

Speak with our institutional partnerships team to understand your needs, client base, and current product gaps. This is a scoping call not a pitch.

02

Empanelment with MAS entity

Partner empanelment is completed with Kristal Advisors (SG) Pte. Ltd., a MAS-regulated entity. Our team handles the documentation and regulatory requirements.

03

Platform & product configuration

We configure your enterprise dashboard, set up the product shelf appropriate for your client base, and onboard your RM team to the platform and JARVIS.

04

Client onboarding goes live

Your clients complete digital KYC and investment account opening in 24-48 business hours. Custody managed via Interactive Brokers and Saxo Bank.

Ready to experience a partnership?

Our team typically responds to partnership enquiries within one business day.

Trusted by institutions across Asia
20+ financial institutions across Singapore, Hong Kong, India and the UAE

Regulated foundations to stand up to diligence

Kristal operates through four regulated entities across Asia and the Middle East — so your compliance team has what they need from day one.

🇸🇬
MAS
Singapore
Capital Markets Services
Regulated entity
Kristal Advisors (SG) Pte. Ltd.
🇭🇰
SFC
Hong Kong
Type 4 & Type 9
Regulated entity
Kristal Advisors (HK) Ltd.
🇮🇳
SEBI
India
Registered Investment Advisor
Regulated entity
Kristal Advisors Private Ltd.
🇦🇪
FSRA
Abu Dhabi
Cat 3A License
Regulated entity
Kristal.AI Middle East Ltd.
🇺🇸
SEC
US
Investment Adviser (CRD No. 341175)
Regulated entity
Kristal Advisors (SG) Pte. Ltd.
🇮🇳
IFSCA
GIFT CITY
Fund Management (Non-Retail)
Regulated entity
Kristal.AI Investment Managers (IFSC) Pvt. Ltd.
Compliance FAQ

Questions from our partners’ compliance teams

Straight answers for diligence, onboarding and integration. If yours isn’t here, our partnerships team is one message away.

Still have questions?

Talk to our institutional partnerships team about your specific setup no obligation.

Book a call →
Which entity do we get empanelled with?+
Partner empanelment is completed with Kristal Advisors (SG) Pte. Ltd., our MAS-regulated entity in Singapore. Depending on your jurisdiction and client base, empanelment can also run through our SFC (Hong Kong), SEBI (India) or FSRA (Abu Dhabi) registered entities.
How long does client onboarding take?+
Once empanelment and platform configuration are complete, your clients typically finish digital KYC and investment account opening within 24–48 business hours.
What types of accounts are opened for clients?+
Clients are onboarded into individual, joint, corporate or trust investment accounts as appropriate, with custody managed through Interactive Brokers and Saxo Bank.
What does the JARVIS AI assistant actually do for RMs?+
JARVIS is our in-house AI assistant for relationship managers. It answers product, eligibility and portfolio questions across 12+ asset categories and returns clear, client-ready responses on demand.
Can we white-label or integrate Kristal into our own platform?+
Yes. Kristal’s digital ecosystem can be white-labelled to your brand or integrated into your existing platform through our partnership and API model.
What happens if funds are delayed in SWIFT transit?+
Funds in SWIFT transit are tracked end-to-end. Our operations team proactively traces delayed transfers with the correspondent banks and keeps you and your client updated until settlement.

Let’s build your next wealth proposition

Whether you want broader investment access, stronger RM workflows, or a modern end-to-end ecosystem Kristal can help you launch and scale with confidence.