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Wealth Advisor

Providing High Quality Advisory Services based on a Wealth of Evaluation and Analysis Data

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With the purpose of “providing rich and neutral information based on a fair and objective standpoint and helping investors build their wealth,” Wealth Advisor provides and delivers finance information through various channels such as an app for financial institutions “Wealth Advisor,” and finance information website “Wealth Advisor Website,” smartphone app “My Investment Trust” and “Kabushiki Shimbun Web”.

Wealth Advisor also provides high-quality advisory services based on abundant evaluation and analysis data under a management philosophy of providing fair and neutral quantitative and qualitative solutions, putting investors first, ensuring a steady growth of client assets, and fair and neutral consulting to a wide range of institutions, including investment trust management companies, insurance companies, and corporate pension funds.

Corporate Profile

Company name Wealth Advisor Co., Ltd.
Principal business Provision of investment information related to asset management, consulting, management and investment advisory business for financial institutions. Registered number: Kanto Local Finance Bureau (FIBO) No.1106
Representative Tomoya Asakura
Location Izumi Garden Tower, 1-6-1 Roppongi, Minato-ku, Tokyo
Date of establishment May 11, 2001
Paid-in capital 30 million yen
Shareholders * SBI Group 100%
URL https://www.wealthadvisor.co.jp/

* Ownership percentage is based on voting rights. SBI Group's shareholding percentage corresponds to a total percentage based on the IFRS criteria for subsidiary companies and subsidiary funds of the Group.

(As of March 31, 2024)

Corporate Information & SBI Group