SERVAT TECHNOLOGY SOLUTIONS PTE. LTD.

Servat is the AI-powered operating system that transforms wealth advisors from data-entry clerks into relationship superstars. While competitors offer basic CRMs or generic robo-advisors, we're the first platform to use psychometric profiling (Big Five personality traits + behavioural finance) to generate hyper-persona

Based based in Singapore, SERVAT TECHNOLOGY SOLUTIONS PTE. LTD. works in ai, saas, big data, founded in 2025.

Profile

Servat is the AI-powered operating system that transforms wealth advisors from data-entry clerks into relationship superstars. While competitors offer basic CRMs or generic robo-advisors, we're the first platform to use psychometric profiling (Big Five personality traits + behavioural finance) to generate hyper-personalised investment portfolios in under 30 seconds—a process that traditionally takes 40+ hours per client. Our platform combines enterprise-grade security (SOC 2 compliant, with 7-year audit trails and field-level encryption) with an offline-first architecture and conversational AI, enabling a single advisor to manage three times more clients while delivering better outcomes. We're not replacing advisors—we're giving them an unfair advantage in a market where 109K advisors are retiring by 2029 and $84 trillion is transferring to tech-savvy millennials who demand personalised service at scale.

Within the ai, saas, big data space, the company focuses on its core offering rather than a broad product line.

The business is associated with Singapore.

It is recorded at the Startup SG directory startup stage.

Recorded headcount: 1 - 10 employees.

Website: www.servat.cloud