M5 Wealth
“Can a single cross-border codebase replace legacy single-jurisdiction wealth platforms for private banks and family offices whose clients hold assets across the Gulf, Asia, and Europe?”
HQSingapore / Dubai / London (with Mumbai, India operations)
IndustryVertical SaaS / Wealth Management
The story
M5 Wealth (legal entity: M5 Wealth Tech Limited) is a cross-border wealth management SaaS platform serving wealth managers, private banks, RIAs, and family offices across the Gulf, Asia, and Europe. The product is positioned as an 'operating system' spanning onboarding/KYC, multi-custodian consolidation (85+ custodians), analytics, AI-assisted advisory, and execution, with six regulatory frameworks (MAS, DFSA, FSRA, SFC, FCA, CMA Oman) supported from a single codebase. Claims $350B+ AUM across live production deployments.
Last 12 months
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Product timeline
2023
Deployed digital layer over T24 and Finacle at a Gulf-based bank in Oman· product-launch
The stack
0 layers disclosed in M5 Wealth’s embedded-finance stack
Accounting gap: none