BIZ BUZZ: DragonFi raring to do more in 2026

DragonFi Securities CEO Jon Carlo Lim had a busier 2025 than most.

Last year, for example, DragonFi brought to market the country’s first digital Personal Equity Retirement Account, which seeks to simplify retirement investing while unlocking tax advantages through a fully online platform.

Another innovation is DragonFi Save, which provides clients another way to deposit, withdraw and deploy funds whenever investment opportunities arise.

Lim also said in a letter to clients that DragonFi introduced its array of Signature Portfolios that allowed clients to mirror and learn from real-world portfolios of seasoned investors, thus widening access to proven investment strategies.

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This year, Lim promises to demonstrate his appreciation to DragonFi’s clients “by continuing to innovate with speed.”

“I am first and foremost an investor,” said Lim, “That perspective drives every decision we make. I will continue to champion initiatives and develop products that empower all of us to pursue and achieve our financial goals.”