Private Wealth Intermediaries

Intelligent Investing For All

Democratise access to institutional-quality investment insight & analytics


Smartkarma Plus Platform

An AI-augmented platform purpose-built for the aspirational individual investor, that complements modern trading solutions

WealthTech Data Solutions

A catalog of data solutions to transform your internal apps with the power of Smartkarma
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Trusted by Global Wealth Intermediaries

In a rapidly fragmenting universe of information and data sources, our solution has become integral to the daily workflow of our users, enabling them to curate, personalize, and collaborate effortlessly


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Why Focus on Private Wealth Now?

We are at the precipice of defining change


$84 trillion dollars will change hands over the next 20 years.


50% of wealth will be in the hands of people under the age of 35.


61% of global wealth will be controlled by retail investors.

Yet, when people inherit money, two-thirds leave their investment provider

Strategic Value We Bring to You

Smartkarma complements a digital-first online wealth experience to drive customer outcomes across the span of their lifecycle


Incentivise Sign-Ups

Complements & enhances existing efforts to drive new customer acquisition


Drive Asset Growth, Trading

Incentivise growth in customer balances, and higher trading activity


Retain & Differentiate

Offer as a complimentary value-add to premium customers and loyal users

A differentiated, aspirational incentive for the customers you want most

Comprehensive Intelligence Hub

As a private wealth intermediary, you can leverage the richness of our platform to serve your customers better

Data Solutions to Enrich Your Trading Applications

Smartkarma provides proprietary data feeds through APIs to augment your trading applications and enhance your offerings to customers

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      "message": "Bulls and Bears found",
      "data": {
        "isin": "US2546871060",
        "name": "The Walt Disney Co",
        "created_at": "2024-04-02, 05:08:47",
        "bulls": {
          "bull1": "Disney has a strong studio arm with unrivaled iconic characters, franchises and a content library that ensures high demand for its streaming services and a competitive edge in creating new movies and shows.",
          "bull2": "Leveraging its notable intellectual property and diversified portfolio, Disney is expected to benefit from streaming and sports industry tailwinds. Furthermore, Disney's recently reported Q1 results have shown an improvement in group efficiency and a significant narrowing of loss on streaming.",
          "bull3": "Despite the challenges faced due to COVID-19 pandemic, the allure and unmatchable experiences offered by Disney's parks business remains a consistent profit engine and is expected to continue to outperform."
        "bears": {
          "bear1": "Linear television will continue to decline. Even if successful, newer revenue sources like direct-to-consumer streaming will never equal the profitability Disney once enjoyed.",
          "bear2": "Disney now competes with tech companies for major sports rights, who may have incentive to continue driving up prices. Sports remains material to Disney's future, and being forced to pay up for the critical content will depress profits.",
          "bear3": "Too many streaming platforms now exist, and it's questionable whether consumers will be willing to pay high prices or stick with individual services month in and month out."
  • Smart Reports
    Summary reports on companies based on analyst views & quantitative analysis

  • Smart Scores
    Final scores indicating companies’ outlooks, derived from 5 constituents’ scores—Value, Dividend, Growth, Resilience, and Momentum

  • WhatsApp Briefs
    Market summaries delivered through communication channels periodically

  • Earnings Alerts
    Timely summaries of earnings reports for major companies

  • Bullish / Bearish Points
    3 positive and 3 negative points on a company based on analysts’ views

  • Fair Value Estimates
    Quantitatively-derived Fair Values for companies

Case Studies With Private Wealth Intermediaries

Smartkarma continues to complement intermediaries' offerings and enrich their private wealth segment with market intelligence

Smartkarma empowers CFA Institute members with access to institutional-level investment Insight and financial data with on key global markets

“We are pleased to be working with Smartkarma to offer access to their valuable platform. Smartkarma’s focus on key markets, and their unique independent research network make them a great addition to the Investment Data Alliance.”

Bud Haslett
Director of Operations at CFA Institute Research Foundation

Smartkarma provides Maybank’s Trading Representatives and private investor clients access to institutional-quality research to stay on top of key ideas and market-moving deals

“This partnership with Smartkarma will enable MKES to capture the rising private investor interest in smaller-cap names. These unique insights will complement MKES’ award-winning ASEAN Research platform offerings, significantly differentiating MKES’ service offering from discount brokers, as well as other full-service private brokers.”

Aditya Laroia
Chief Executive Officer at Maybank Investment Banking Group, Singapore

Smartkarma provides institutional-quality research & bespoke content solutions for Singlife’s Investment Platform, empowering Financial Advisors, RMs and end-clients to analyse and act on investment insight

“An an early user, this [Smartkarma] has been extremely useful. It’s now my go to place for financial news and analysis.”

Akhil Doegar
Chief Executive Officer at GROW with Singlife

What our Users Say

Hear from industry leaders who trust Smartkarma for actionable intelligence

Smartkarma is a game-changing research platform, one that adds real value to clients.

Douglas KimFounder, DK Research

Smartkarma is absolutely a must if you want to understand how responsible & ground up research analysts think.

R ChandrasekharVice President, LocoNav

Smartkarma is empowering independent researchers and creating a new paradigm of transparent pricing in this industry.

Shailendra SinghManaging Director, Peak XV Partners

I find the ability to interact with research authors very helpful. Their timely responses often ignite intellectual discussion among readers and provide fresh perspectives.

Leonard NgInvestment Director

Smartkarma is the premier source of independent research for me

Daniel LiebauFounder, Lightbulb Capital

I have been using Smartkarma for over 3 years. The platform provides beneficial market information for investments ranging from small-cap companies to huge companies.

Takuya NagataHead Corporate Access Head & Institutional Sales, SBI Securities

Begin Exploring

A few useful resources for you to get to know us better

Research Collections

Trending Insights

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Smartkarma Webinars

Smartkarma Press Mentions

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Our customers make faster, more informed decisions

Get started with a complimentary Preview Pass today

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