Keenai Wealth

Keenai Wealth is a private banking and wealth management app designed for high-net-worth individuals (HNWIs) and accredited investors, delivering a digital-first experience with access to a wide range of markets, products, and AI-powered insights."

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What is Keenai Wealth?

Keenai Wealth is a leading digital investments platform, built for accredited investors, offering access to sophisticated investment opportunities across 45 global markets and 20+ currencies. It combines a secure, user-friendly app with custody and regulatory partnerships to provide a comprehensive wealth management solution—from onboarding and funding to trading, analytics, and bespoke product access.

Who can use Keenai Wealth?

• Accredited investors globally (excluding U.S. tax residents) who meet MAS Singapore accreditation criteria.
• Access to global markets and a variety of investment products.

How Keenai Wealth works

• End-to-end platform: onboarding (KYC), funding, trading, portfolio analysis, and access to exclusive products.
• Custody and security: segregated client accounts with BNY Pershing; LCPL and Lighthouse Canton provide advisory and regulatory support; Keenai ensures compliance and governance.
• Product access: equities, ETFs, bonds, options, hedge funds, private markets, structured products, and customized portfolios across 45 markets.

Key differentiators

• Digital onboarding with instant identity verification and seamless funding.
• AI-powered product search and data-driven insights to guide investment choices.
• Separate client assets in segregated accounts with custodian protection.
• Access to alternative investments and bespoke portfolios that are typically invitation-only.

How to get started

1. Visit the Keenai Wealth website or download the mobile app.
2. Complete digital KYC (approx. 5–10 minutes; approval can take up to 72 hours).
3. Fund your account through a secure transfer to your BNY Pershing account.
4. Explore Keenai Marketplace and execute trades across global markets.
5. Analyze and track your portfolio with AI-driven insights and alerts.

Trading, investments, and product access

• Markets: over 45 global markets; 20+ currencies.
• Assets: global equities, ETFs, bonds, U.S.-listed options, structured products, hedge funds, private markets, venture capital funds, and highly curated portfolios.
• Margin: available on stocks, ETFs, mutual funds, and fixed income holdings as collateral.
• Tax reporting: Keenai does not provide tax reporting; clients are responsible for their own tax obligations.

Safety and Regulation

• Regulated and certified through Singapore’s MAS framework; custody with BNY Pershing (SEC-regulated).
• Certifications include ISO 9001, ISO 27001, ISO 27017, ISO 27018, and SG Cyber Safe.
• Client assets are held in segregated accounts; Keenai itself does not hold client funds.

Keenai Services and Insights

• Keenai Pulse: AI-driven market nowcasters (Nowcasters) for economic, earnings, valuation, and market signals.
• Keenfolio: Strategic portfolios across wealth builder, multi-asset defensive/growth, equities, fixed income, thematic, and income-focused variants.
• Keenai Marketplace: A curated suite of opportunities across bonds, equities, hedge funds, private markets, structured products, and options.
• Keen service channels: video consultations, email support, and instant messaging for real-time guidance.
• Keen sights: AI-driven insights and expert analysis (CIO insights, education content, market commentary).

Locations

• Singapore, UAE (Dubai), India (Mumbai, Hyderabad, Delhi, Bengaluru) with a global footprint.

Core Features

• Digital onboarding with instant identity verification and KYC.
• 40+ global markets with access to a wide range of asset classes.
• AI-powered product search and analytics to discover opportunities.
• Keenai Nowcasters delivering high-frequency, data-driven market narratives.
• Segregated client accounts with BNY Pershing custody for asset safety.
• End-to-end access to exclusive private and bespoke products via Keenai Marketplace.
• Comprehensive portfolio analytics, cash flow summaries, and smart notifications.
• Dedicated client service channels (video, email, instant messaging).
• Access to hedge funds, private markets, and structured products often limited to institutions.
• Compliance and regulatory alignment through MAS licensing and LCPL partnership.

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How to Use Keenai Wealth (Summary Steps)

1. Download the Keenai Wealth app or visit the website.
2. Complete digital KYC for onboarding (5–10 minutes; up to 72 hours for approval).
3. Fund via the provided BNY Pershing details.
4. Explore the Keenai Marketplace and execute trades across 45+ markets.
5. Use AI analytics to monitor and optimize your portfolio.

Legal and Compliance Notes

• Keenai Wealth targets accredited investors under MAS regulations and is not available to U.S. tax residents.
• The platform emphasizes security, segregation of client assets, and regulator-aligned operations.
• Tax reporting is the investor’s responsibility.