Noah Holdings

Noah Holdings is a prominent wealth and asset management service provider based in Shanghai, specializing in services for high net worth individuals and enterprises in China. Founded in 2005, the company offers a diverse range of financial products, including private equity, credit, public securities, and insurance, utilizing both domestic and foreign currencies. Through its subsidiary, Gopher Asset Management, Noah manages a substantial portfolio, which includes real estate funds, hedge funds, and fixed income products. As of mid-2019, the firm had assets under management totaling RMB180.8 billion and served over 283,000 registered clients through a network of 1,428 relationship managers across more than 300 service centers in 83 cities in mainland China. In addition to its wealth management services, Noah also provides lending services and operates online financial advisory and payment technology platforms, catering to both domestic and international investment needs.

Qing Pan

CFO

5 past transactions

iCapital Network

Venture Round in 2021
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

iCapital Network

Series C in 2021
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Upgrade

Series C in 2018
Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, the company operates as a neobank, providing access to personal loans and innovative credit products, such as the Upgrade Card, which combines the benefits of installment lending with traditional credit card usage. Upgrade focuses on offering affordable and responsible credit solutions to mainstream consumers while also providing free credit monitoring and educational resources aimed at helping individuals manage their finances effectively. Through its services, Upgrade enables consumers to gain a better understanding of their credit health and make informed financial decisions.

Kiavi

Series C in 2017
Kiavi, formerly known as LendingHome, is a San Francisco-based company that provides mortgage financing services tailored for real estate investors. Founded in 2014, Kiavi specializes in offering a variety of short-term first-lien mortgage products, including fix-and-flip bridge loans and rental loans. The company's platform streamlines the loan process through advanced technology, making it accessible for both novice and experienced investors. Kiavi serves clients involved in purchasing residential properties, such as single-family homes and townhomes, while also focusing on properties that may undergo rehabilitation. Its services are available in several states, including Arizona, California, Michigan, Nevada, North Carolina, and Texas. The company also conducts comprehensive loan underwriting, assessing factors such as property value, equity coverage, and the borrower’s real estate experience.

Upgrade

Series A in 2017
Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, the company operates as a neobank, providing access to personal loans and innovative credit products, such as the Upgrade Card, which combines the benefits of installment lending with traditional credit card usage. Upgrade focuses on offering affordable and responsible credit solutions to mainstream consumers while also providing free credit monitoring and educational resources aimed at helping individuals manage their finances effectively. Through its services, Upgrade enables consumers to gain a better understanding of their credit health and make informed financial decisions.
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