About Wealth Diagnostics

Clear financial diagnostics for Singapore professionals.

Wealth Diagnostics began with a frustration that took years to name: the complete picture of a person's finances is almost never in one place. Savings sit in one app, the Central Provident Fund (CPF) in another, insurance in a folder somewhere, and long-term goals mostly in someone's head.

That gap looked the same from every side of the industry. Our founder spent more than sixteen years in financial services — across banks, payments, fintech, and Singapore's financial regulator — and holds two bachelor's degrees, an MBA from a top business school, and has passed all three levels of the CFA (Chartered Financial Analyst) exams. Even then, the one tool that brought everything together simply did not exist.

“For years I searched for the one app that could cover all my financial bases. I never quite found it — so I built it instead.”

That tool is Wealth Diagnostics. It brings savings, CPF, insurance and long-term goals into one honest view — the kind an adviser can sit beside a client and trust, and the kind a professional can use to understand where they truly stand.

We are a Singapore-based, early-stage product, built for the realities of managing money here. We handle personal data in line with Singapore's Personal Data Protection Act (PDPA).