A first in modern, multi-language cross-border financial advisory.
KoiZai is an AdviceTech platform built for the advisory and wealth management needs of Asia and Australia — on a single system that adapts to each country and to cross-border clients.
One platform. Every market we serve.
Designed for a diversity of users, cultures, and languages — without compromise on the depth of advice or the speed of the workflow.
Single Platform
One system that adapts to each country's unique advisory and wealth management requirements.
Built for Asia + Australia
Shaped around the modernisation needs of advisors and clients across the region.
Multi-Language by Design
Designed from day one for users whose first language isn't English.
Why KoiZai?
Names carry meaning. Ours shapes everything we set out to do.
Koi
In Asia, the Koi symbolises good fortune, perseverance in adversity, and the strength of purpose to advance — a reflection of how the KoiZai team approaches every challenge.
Zai · 財
Zai (Japanese) and Cai (Chinese) is the character for wealth, assets, and prosperity. Our users' focus on growing and protecting wealth — to live the life they want — is our focus too.
The KoiZai Journey.
Start of Development
With the growing acceptance of cloud-based alternatives and more powerful computing solutions, the coding and digitising of the KoiZai platform began.
First Prototype
The cloud-based prototype and Proof of Concept of KoiZai were received with positive reviews.
Rebuilding KoiZai with a Scalable New Architecture
- The prototype was reviewed end-to-end; while functional, it had limitations and scalability issues.
- The management team bravely decided to rebuild KoiZai with a new system architecture and algorithm.
KoiZai Brand Launch
Cyberport Incubation Program
Pre-commercial Beta Testing Across Asia
Taking feedback through pre-commercial beta testing to understand and enhance how KoiZai works with the financial industry across separate countries.
University of New South Wales
UNSW invited KoiZai to be part of the Business School 2023 Capstone project, working with Master's students in applied Fintech.
Built alongside great partners.
We're proud of the institutions and friends who have shaped KoiZai's journey.
Be part of what comes next.
Whether you're an advisor, a partner, or just curious about the platform — we'd love to hear from you.