About US
Wealth has crossed borders. Infrastructure must follow.
Wealth today rarely sits in one place. A family may live in Dubai, invest through Singapore and hold assets with banks in London and Switzerland. The people looking after that wealth need to see the full picture, not piece it together from different systems.
That is why M5Wealth exists.
We build the operating infrastructure for wealth managers, family offices and private banks working across markets. One connected platform brings together the information, workflows and controls they need to run their businesses with greater clarity and confidence.
our people
Built by people who understand
the work behind wealth.
Technology is only useful when it understands the people who rely on it. Our leadership brings together experience in wealth management technology, enterprise systems and the institutional relationships that make this industry work.
Co-Founder
Vivek helps shape the direction of M5Wealth, drawing on experience building wealth technology and understanding what financial institutions need from the systems they depend on every day.
Co-Founder
Shrikant is focused on building the foundations for a more connected wealth technology ecosystem, where institutions can grow without being held back by fragmented operations.
Our Purpose
Great wealth management
needs better infrastructure.
A wealth manager should not have to spend the morning chasing reports from different custodians.
An operations team should not need five spreadsheets to understand one client relationship.
A business expanding into a new market should not have to rebuild its technology from scratch.
Yet these are familiar problems across the industry.
We believe technology should make the work easier, not add another layer to it. M5Wealth connects the parts of a wealth business that are too often kept apart, from onboarding and portfolio information to compliance, execution and reporting.
The result is more time for clients, better visibility for teams and a stronger foundation for growth.
Our Story
We started with a Problem
we knew well.
The wealth industry has changed dramatically. Clients are more international. Portfolios span more asset classes. Financial institutions work with a growing network of custodians, partners and service providers.
M5Wealth was created with a clear focus on the needs of institutions operating across borders. We saw that adding another tool would not solve a problem created by disconnected systems. The better answer was to connect the work itself.
But much of the technology supporting those businesses was designed for a simpler world.
That thinking continues to guide us. We listen closely to the teams who use our platform, understand where their day gets harder than it should, and build with those real operating challenges in mind.
THE M5 PHILOSOPHY
Five dimensions.
One connected view of wealth.
No two wealth businesses are exactly alike. Their clients, mandates, assets and operating models differ. Technology needs to respect that complexity without passing all of it on to the people using it.
Multi-Asset
Because a client’s wealth is rarely limited to one asset class. The platform is designed to bring different holdings into a clearer, more complete view.
Multi-Structure
Because wealth is held through individuals, families, companies, trusts and other structures. The relationships between them matter as much as the numbers.
Multi-Partner
Because wealth management depends on a wider ecosystem of custodians, banks, brokers and service providers. Connecting those relationships should be part of the infrastructure, not a daily workaround.
Multi-Extensibility
Because businesses change. Teams should be able to add capabilities, integrate systems and adapt their operating model without starting again each time.
Multi-Geography
Because clients and institutions operate across markets. Their technology must support different jurisdictions, currencies and ways of working.
Together, these five dimensions shape the way we build M5Wealth: connected by design, flexible in practice and grounded in how wealth businesses actually work.
M5WEALTH TODAY
Built for the realities of global wealth.
Today, M5Wealth works with wealth businesses across the Gulf, Asia and Europe. Our platform supports multi-custodian information, portfolio analytics, operational workflows and regulatory requirements in one connected environment.
We do not believe scale should be measured by how much complexity a team can tolerate. It should be measured by how confidently that team can operate as its business grows.
What matters to us is practical progress: less manual reconciliation, better access to information, more consistent controls and a smoother experience for the people serving clients.
85+
Live custodian connections
6
Regulatory frameworks supported
3
Offices: London, Singapore, Dubai
GLOBAL PRESENCE
Close to the markets we serve.
Wealth is global, but the details are local. Regulations differ. Client expectations differ. So do the ways institutions operate.
With a presence in London, Singapore and Dubai, we stay connected to some of the world’s most important wealth management centres. These markets help inform our thinking and keep our focus on the practical needs of institutions working across borders.
DIFC
Dubai
Address
Gate District, Dubai International Financial Centre, Dubai, UAE
Regulatory Coverage
DFSA · FSRA · CMA Oman
Business Hours
Sunday – Thursday, 09:00 – 18:00 GST
MAS
Singapore
Address
One Raffles Quay, Singapore 048583
Regulatory Coverage
MAS · SFC (Hong Kong)
Business Hours
Monday – Friday, 09:00 – 18:00 SGT
FCA
London
Address
Berkeley Square House, Berkeley Square, London, Greater London, United Kingdom, W1J 6BD
Regulatory Coverage
FCA · EU (via DPA framework)
Business Hours
Monday – Friday, 09:00 – 18:00 GMT
THE ROAD AHEAD
The next chapter of wealth
will be more connected.
We see a future in which wealth managers spend less time moving information between systems and more time making decisions. A future where entering a new market does not mean rebuilding every process. Where a family office can see a complex portfolio clearly, and where a private bank can serve clients across custodians without losing control of the details.
That future will not be built by software alone. It will take an understanding of the industry, a willingness to solve difficult operational problems and technology that earns trust over time.
That is the work we are here to do.
Let’s talk about how
your business works.
Whether you are expanding across markets, bringing multiple custodians together or rethinking your operating model, we would welcome a conversation.