360F Company Profile

Background

Overview

360F is a Singapore-based financial technology company founded in 2016, specializing in AI-driven solutions for the financial advisory sector. The company focuses on enhancing financial advisory workflows through SaaS-based microservices and low/no-code platforms, emphasizing financial wellness and behavioral economics. 360F operates within the InsurTech and WealthTech industries, aiming to transform traditional financial advisory services into data-driven, scalable, and customer-centric solutions.

Mission and Vision

360F's mission is to empower financial institutions and advisors with innovative tools that automate complex processes, enabling them to deliver personalized and effective financial advice. The company's vision is to revolutionize the financial advisory landscape by integrating advanced technologies and behavioral science, thereby maximizing financial well-being for clients.

Industry Significance

In the rapidly evolving financial services sector, 360F stands out by addressing the need for digital transformation in financial advisory. Its solutions cater to the growing demand for personalized, efficient, and scalable financial advice, positioning the company as a key player in the InsurTech and WealthTech domains.

Key Strategic Focus

Core Objectives

Digital Transformation: Facilitate the modernization of financial advisory services through automation and data-driven solutions.

Personalization: Develop tools that enable hyper-personalized financial advice, enhancing client engagement and satisfaction.

Scalability: Create scalable platforms that can be integrated across various financial institutions and advisory channels.

Areas of Specialization

Financial Advisory Automation: Automating the financial planning process to improve efficiency and accuracy.

Behavioral Economics Integration: Incorporating behavioral science principles to enhance client engagement and decision-making.

Regulatory Compliance: Ensuring that solutions adhere to local and international financial regulations.

Key Technologies Utilized

Artificial Intelligence (AI): Employing AI to analyze client data and provide personalized financial recommendations.

SaaS-Based Microservices: Utilizing scalable and flexible software architectures to deliver services.

Low/No-Code Platforms: Enabling rapid development and deployment of financial advisory tools without extensive coding requirements.

Primary Markets Targeted

Banks and Insurers: Providing solutions to financial institutions seeking to enhance their advisory services.

Financial Advisors: Equipping advisors with tools to deliver personalized and efficient financial advice.

Middle East Region: Expanding presence and partnerships, such as with Zurich Insurance in the Middle East.

Financials and Funding

Funding History

Total Funds Raised: As of the latest available data, 360F has not disclosed external funding.

Recent Funding Rounds: In April 2025, 360F received a merger and acquisition (M&A) offer, indicating potential strategic growth opportunities.

Financial Performance

Revenue: In 2023, 360F reported a revenue of $965,000, up from $720,900 in 2021, reflecting consistent growth since its inception.

Pipeline Development

Key Pipeline Candidates

360-ProVestment®: An AI-powered product recommendation engine for life insurance and investment products, designed to automate and personalize financial advice.

Stages of Development

Product Development: 360-ProVestment® has been operational since its launch, with continuous enhancements to improve functionality and user experience.

Target Conditions

Financial Advisory Processes: Streamlining and automating the financial planning and advisory workflow.

Anticipated Milestones

Market Expansion: Further penetration into the Middle East and other international markets.

Product Enhancements: Ongoing updates to incorporate advanced AI capabilities and user feedback.

Technological Platform and Innovation

Proprietary Technologies

360-ProVestment®: An AI-driven engine that automates insurance and investment product recommendations, ensuring compliance with local regulations.

Significant Scientific Methods

Behavioral Science Integration: Applying principles of behavioral economics to enhance client engagement and decision-making processes.

Leadership Team

Key Executives

Michael Gerber: CEO and founder, with a background in innovation and entrepreneurship.

Clarie Kwa: Chief Market Officer, specializing in strategy and international management.

Leadership Changes

No significant leadership changes have been reported in recent years.

Competitor Profile

Market Insights and Dynamics

Market Size and Growth Potential: The InsurTech and WealthTech sectors are experiencing rapid growth, driven by digital transformation and increasing demand for personalized financial services.

Competitor Analysis

Majesco: Offers cloud-based insurance technology solutions.

BridgeFT: Provides investment management and reporting solutions.

Coherent: Delivers digital solutions for the insurance industry.

eBaoTech: Specializes in digital insurance solutions.

Vlot: Focuses on digital insurance platforms.

Strategic Collaborations and Partnerships

Zurich Insurance: Partnered to launch 360-NeedsProfiler® in the Middle East, enhancing customer engagement and financial planning processes.

Operational Insights

Competitive Advantages: 360F's integration of AI and behavioral science into financial advisory processes sets it apart from competitors, offering personalized and efficient solutions.

Strategic Opportunities and Future Directions

Strategic Roadmap

Market Expansion: Focus on increasing presence in the Middle East and other international markets.

Product Development: Enhance AI capabilities and integrate additional financial products.

Strategic Partnerships: Form alliances with financial institutions to expand distribution channels.

Future Business Directions

Digital Transformation Leadership: Position 360F as a leader in digital financial advisory solutions.

Client-Centric Innovations: Develop tools that further personalize financial advice and improve client outcomes.

Contact Information

Website: www.360f.com

LinkedIn: 360F LinkedIn

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