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Key facts
Counted staff
75
self-reported 11–50 band
Founded
2000
26 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Whitman Holdings Berhad 202501041645 (1643054-M)
Whitman Independent Advisors was established in 2000 (4 years before financial planning license was introduced in Malaysia) by Yap Ming Hui with a bold vision to revolutionise the financial services industry by offering fee-charging financial planning services—an idea that was relatively unfamiliar at the time.
Unlike conventional financial institutions that employ a one-size-fits-all product pushing approach which causes unnecessary financial wastage for consumers, Yap firmly believes in the value of holistic financial planning. This comprehensive approach offers an accurate assessment of an individual's financial situation and provides tailored solutions to help them achieve their desired financial outcomes.
During its early years, Whitman primarily served high net worth clients, including influential PLC owners. However, a serendipitous encounter with a single mother in need of impartial financial guidance proved to be a transformative moment. This encounter served as a powerful catalyst for Whitman to expand its services and venture into the middle-class market. Yap saw an opportunity to shape a future where vast majority of Malaysians, guided by fee-charging financial planners, can avoid costly financial mistakes, capitalise on opportunities to optimise their hard-earned assets, and ultimately increase their likelihood of achieving financial freedom.
Over the years, Yap has played an instrumental role in educating thousands of Malaysians about the importance of engaging a financial planner to optimise their financial wealth. Today, Whitman proudly stands as the leading fee-charging financial planning firm, overseeing more than RM4 billion of clients' wealth.
Specialties
All 5 specialties
- independent financial advisory
- holistic financial planning
- wealth advisory
- money optimisation system
- fintech
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | MY |
All codes: MY
Addresses
- MYNo 19-2, Level 1, Block E1, Jalan PJU1/42, Dataran Prima; Selangor, Petaling Jaya 47301Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
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FAQ
How many people work at Whitman Independent Advisors?
75 counted staff profiles at January 2026, above the self-reported 11–50 band.
Where does Whitman Independent Advisors have offices?
One address on record, Malaysia only. Primary: No 19-2, Level 1, Block E1, Jalan PJU1/42, Dataran Prima, Selangor, Petaling Jaya 47301.
Has Whitman Independent Advisors raised funding?
None linked to this brand.
What does Whitman Independent Advisors list as its specialties?
Five tags on the brand's own list, among them fintech.
Which companies are listed alongside Whitman Independent Advisors?
15 profiles list Whitman Independent Advisors as a peer — 92nd percentile in Financial Services. It lists ten peers of its own. Harveston Capital and Malaysian Institute of Estate Planners - MIEP (马来西亚资产规划师协会) list it back.