Approaching the RM1 billion milestone and serving over 320,000 users, wealth tech platform Versa is a key player in Malaysia's wealthtech scene. But in a competitive market, how do you build a business focused on fostering long-term financial habits, not just facilitating short-term transactions?

Founder and CEO Teoh Wei Xiang joins us to share Versa's journey and its strategic evolution. He discusses their recent RM30 million Series A funding round, their new focus on using AI for personalisation, and the playbook for scaling a mobile-first wealth platform for the next generation of investors.

We discuss:

• The strategy for reaching the RM1 billion asset milestone.

• Why they focus on "selling financial behaviors," not just funds.

• How their Series A funding will be used for AI, product, and growth.

• The importance of their partnership with lead investor AHAM Capital.

• Their path to profitability by balancing acquisition costs and customer lifetime value.

For founders in the fintech space and anyone interested in building a consumer tech brand, this is an exploration into product strategy, digital-first marketing, and the future of wealth management.