From left: Cathryn Ann Lao, Chief Technology Officer of DragonFi Securities Inc.; Jon Carlo Lim, Chief Executive Officer of DragonFi Securities Inc.; Deanno J. Basas, President of ATRAM Trust Corporation; and Andrew P. Caw, Chief Marketing Officer of ATRAM Trust Corporation, during the signing of a strategic partnership aimed at expanding Filipino investors’ access to professionally managed investment solutions through DragonFi’s technology-driven investment platform and ATRAM’s asset and wealth management expertise.
ATRAM Trust Corporation (ATRAM) and DragonFi Securities, Inc. (DragonFi) have entered into a strategic partnership to make professionally managed investment solutions more accessible to Filipino investors through a technology-driven digital platform.
The collaboration combines DragonFi’s digital investment platform with ATRAM’s expertise in asset and wealth management, enabling investors to access a wider range of professionally managed investment products through a seamless online experience. DragonFi will serve as an institutional trust agent of ATRAM Trust Corporation as part of the partnership.
The move comes as more Filipino investors seek exposure to international markets. According to the companies, nearly two-thirds of investments sourced through the DragonFi platform have been directed to the ATRAM Nasdaq Equity Opportunity Feeder Fund, reflecting strong demand for global investment opportunities and technology-focused companies listed overseas.
ATRAM said the partnership will help broaden access to professionally managed investment solutions while supporting investors looking to diversify beyond traditional investment options.
DragonFi noted that the collaboration aligns with its mission to simplify investing through technology and provide clients with greater access to global markets. By integrating ATRAM’s investment expertise into its platform, DragonFi aims to offer investors a more comprehensive and convenient wealth-building experience.
The partnership highlights the growing role of digital platforms in transforming the Philippine investment landscape, making sophisticated financial products more accessible to retail investors. Both companies also emphasized their commitment to promoting financial literacy, investor education, and financial inclusion.
As digital adoption accelerates, ATRAM and DragonFi aim to bridge technology and professional investment management, helping more Filipinos participate in global investment opportunities through trusted products and accessible digital platforms.
