StashAway is a wealth management platform that focuses on personalized financial planning and portfolio management for both retail and accredited investors. The platform offers tailored investment portfolios and wealth management solutions designed to meet a wide range of financial needs. StashAway employs a unique risk-management investment strategy known as ERAA® (Economic Regime-based Asset Allocation), which aims to maximize long-term returns while maintaining consistent risk exposure for each client, even amidst changing economic conditions. By offering low fees and customized strategies, StashAway enables investors to effectively build and protect their wealth.
Wealth42 is a robo-advisor mobile application that offers goal-based financial planning tailored to individual user objectives. The platform aims to simplify personal finance management by enabling users to set financial goals and providing personalized investment plans informed by market analysis. Through its gamified approach to investment objectives, Wealth42 encourages effective saving habits, supporting users in their journey toward wealth creation. The application addresses a broad spectrum of financial needs, including loans, investments, savings, taxes, and insurance, ultimately delivering a comprehensive and personalized banking and investing experience.
Multis, Inc. provides financial services tailored for companies and entrepreneurs managing both fiat and cryptocurrencies. Its crypto wallet is designed to facilitate various financial operations, including storing digital assets, making payments to suppliers, managing payroll, and earning interest. The platform offers real-time monitoring of balances and transactions through a centralized dashboard, supports multi-access to assets, and enables features such as recurring payments and currency conversion. Founded in 2006, Multis is headquartered in San Francisco, California, while its team operates across Europe. The company aims to assist businesses in navigating the complexities of cryptocurrency, thereby promoting a global, borderless economy.
Developer of a multi-chain cryptocurrencies portfolio tracker designed for users to manage their DeFi assets. The company's cryptocurrency wallet allows users to track their full portfolio, compare interest rates, manage assets, find DeFi projects, analyze risks and more, enabling users to perform token swaps for token exchange and discover investment opportunities through detailed real-time data.
Arta Finance is a network of innovators, researchers, finance specialists, and business executives who help people get the most of their finances. Arta offers access to financial opportunities that help people to plan and enjoy their financial future but with less complexity and lower fees.
Fintual is a digital investment platform that caters to young professionals looking to make informed investment decisions. The company offers financial advisory services that leverage artificial intelligence to assess clients' risk profiles. Based on this analysis, Fintual provides personalized investment recommendations, helping users to navigate the complexities of investing. The platform aims to empower clients with fundamental financial knowledge, enabling them to manage and grow their investments online effectively.
Developer of a financial management platform designed to help users to manage their credit cards. The company's platform provides money management, debt payment and wealth management, enabling users to reach better financial stability, using artificial intelligence and data science.
Harvest Capital Management, a subsidiary of Harvest Fund Management Co., Ltd., specializes in asset management services approved by the China Securities Regulatory Commission. Established to leverage the professional expertise and risk management capabilities of its parent company, Harvest Capital offers tailored asset management solutions to specific clients. The firm emphasizes flexibility and a broad approach to securities investment management, aligning with the strategic goals of its parent organization. Additionally, Harvest Capital has connections to the private equity real estate sector through Harvest Real Estate Investments, a joint venture founded in 2012, which combines the strengths of Harvest Fund Management and Grosvenor Investment Management.
Vise, Inc. is a technology company focused on automating investment management for financial advisors through machine learning and artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra, the company is based in New York, New York. Vise offers a subadvisor platform that integrates with custodians, allowing users to import client data and streamline trading and portfolio management. The platform supports financial advisors, wealth managers, and portfolio managers by designing customized portfolios, managing ongoing investments, and providing valuable insights. By leveraging advanced technology, Vise aims to enhance the advisor-client relationship, enabling financial professionals to concentrate on delivering personalized service while efficiently managing their clients' investments.
StashAway is a wealth management platform that focuses on personalized financial planning and portfolio management for both retail and accredited investors. The platform offers tailored investment portfolios and wealth management solutions designed to meet a wide range of financial needs. StashAway employs a unique risk-management investment strategy known as ERAA® (Economic Regime-based Asset Allocation), which aims to maximize long-term returns while maintaining consistent risk exposure for each client, even amidst changing economic conditions. By offering low fees and customized strategies, StashAway enables investors to effectively build and protect their wealth.
XiaoBangGuiHua is an intelligent investment advisory service platform. Through intelligent robot algorithm and advanced asset allocation model, it provides investors with scientific and systematic financial management solutions, including small help investment app, Bin Xu said investment series, love said finance and economics
Vise, Inc. is a technology company focused on automating investment management for financial advisors through machine learning and artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra, the company is based in New York, New York. Vise offers a subadvisor platform that integrates with custodians, allowing users to import client data and streamline trading and portfolio management. The platform supports financial advisors, wealth managers, and portfolio managers by designing customized portfolios, managing ongoing investments, and providing valuable insights. By leveraging advanced technology, Vise aims to enhance the advisor-client relationship, enabling financial professionals to concentrate on delivering personalized service while efficiently managing their clients' investments.
Vise, Inc. is a technology company focused on automating investment management for financial advisors through machine learning and artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra, the company is based in New York, New York. Vise offers a subadvisor platform that integrates with custodians, allowing users to import client data and streamline trading and portfolio management. The platform supports financial advisors, wealth managers, and portfolio managers by designing customized portfolios, managing ongoing investments, and providing valuable insights. By leveraging advanced technology, Vise aims to enhance the advisor-client relationship, enabling financial professionals to concentrate on delivering personalized service while efficiently managing their clients' investments.
XiaoBangGuiHua is an intelligent investment advisory service platform. Through intelligent robot algorithm and advanced asset allocation model, it provides investors with scientific and systematic financial management solutions, including small help investment app, Bin Xu said investment series, love said finance and economics
Vise, Inc. is a technology company focused on automating investment management for financial advisors through machine learning and artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra, the company is based in New York, New York. Vise offers a subadvisor platform that integrates with custodians, allowing users to import client data and streamline trading and portfolio management. The platform supports financial advisors, wealth managers, and portfolio managers by designing customized portfolios, managing ongoing investments, and providing valuable insights. By leveraging advanced technology, Vise aims to enhance the advisor-client relationship, enabling financial professionals to concentrate on delivering personalized service while efficiently managing their clients' investments.
XiaoBangGuiHua is an intelligent investment advisory service platform. Through intelligent robot algorithm and advanced asset allocation model, it provides investors with scientific and systematic financial management solutions, including small help investment app, Bin Xu said investment series, love said finance and economics
Jinfuzi is an online investment platform that offers a range of wealth management services, allowing users to invest in various financial products, including private equity, venture capital, trusts, and foreign funds. The platform is designed to assist investors in selecting investment portfolios that align with their return-risk preferences. Jinfuzi provides two primary mobile applications: Finance Port and Snowball, which facilitate access to a diversified selection of investment options. Through its comprehensive services, Jinfuzi aims to cater to the diverse needs of investors seeking to optimize their financial growth.
WM Motor Technology Co., Ltd., founded in 2015 and based in Shanghai, China, specializes in the design, development, and manufacture of electric vehicles. The company focuses on creating energy-efficient and battery-operated vehicles, offering innovative travel solutions to its customers. WM Motor emphasizes the integration of advanced technologies in its products, featuring the Living Motion electric powertrain, Living Pilot intelligent driving assistance system, and Living Engine operating system. These technologies provide enhanced connectivity and interactive capabilities, contributing to the efficiency and intelligence of its smart vehicle offerings.
Developer of application system software designed for financial industry. The company focuses on wealth management, payment settlement, and intelligent digital customer service, aiming to make financial industry more digitalization and convenience.
Manage Crypto Asset Hedge Funds.
Zhen Rong Bao is a one-stop (financial management) asset allocation platform for the general public. The Current Account includes one-yuan minimum investment, any-time deposit and withdrawal, etc.
Jinfuzi is an online investment platform that offers a range of wealth management services, allowing users to invest in various financial products, including private equity, venture capital, trusts, and foreign funds. The platform is designed to assist investors in selecting investment portfolios that align with their return-risk preferences. Jinfuzi provides two primary mobile applications: Finance Port and Snowball, which facilitate access to a diversified selection of investment options. Through its comprehensive services, Jinfuzi aims to cater to the diverse needs of investors seeking to optimize their financial growth.
WeLab Holdings Limited is a financial technology company based in Sheung Wan, Hong Kong, with an additional office in Shenzhen, China. Founded in 2013, WeLab operates online and mobile lending platforms, including Wolaidai in China and WeLend in Hong Kong. These platforms offer various financial products, such as personal loans, online balance transfers, and handset installment plans. Utilizing proprietary risk management technology, WeLab analyzes unstructured mobile big data rapidly to assess creditworthiness and provide innovative consumer financing solutions. In addition to its direct-to-consumer services, WeLab also partners with traditional financial institutions to deliver B2B enterprise solutions, enabling these partners to offer fintech-enabled services to their customers.
Xulu, Inc. provides investment advisory services. The company offers personalized and data-driven recommendations to optimize clients’ 401(k) and IRA. It also provides financial projections; and personalized diversification plans for investments. The company was founded in 2010 and is based in Seattle, Washington. As of October 1, 2015, FutureAdvisor operates as a subsidiary of BlackRock, Inc.
Xulu, Inc. provides investment advisory services. The company offers personalized and data-driven recommendations to optimize clients’ 401(k) and IRA. It also provides financial projections; and personalized diversification plans for investments. The company was founded in 2010 and is based in Seattle, Washington. As of October 1, 2015, FutureAdvisor operates as a subsidiary of BlackRock, Inc.
First Republic Bank, founded in 1985 and headquartered in San Francisco, offers a range of private banking and wealth management services to individuals and businesses across metropolitan areas in the United States. The bank provides deposit products, including checking and savings accounts, as well as certificates of deposit. Its lending portfolio encompasses various products such as residential mortgage loans, home equity lines of credit, commercial real estate loans, and personal loans. The bank also specializes in wealth management services that include investment strategies, online investment management, trust and custody services, and financial planning. First Republic maintains a strong focus on relationship-based service, operating through numerous offices in key cities including San Francisco, Los Angeles, New York, and Boston. Additionally, the bank offers online and mobile banking, student loan refinancing, and a range of treasury services, catering to a diverse clientele that includes family offices, private equity firms, and non-profit organizations.
Xulu, Inc. provides investment advisory services. The company offers personalized and data-driven recommendations to optimize clients’ 401(k) and IRA. It also provides financial projections; and personalized diversification plans for investments. The company was founded in 2010 and is based in Seattle, Washington. As of October 1, 2015, FutureAdvisor operates as a subsidiary of BlackRock, Inc.
First Republic Bank, founded in 1985 and headquartered in San Francisco, offers a range of private banking and wealth management services to individuals and businesses across metropolitan areas in the United States. The bank provides deposit products, including checking and savings accounts, as well as certificates of deposit. Its lending portfolio encompasses various products such as residential mortgage loans, home equity lines of credit, commercial real estate loans, and personal loans. The bank also specializes in wealth management services that include investment strategies, online investment management, trust and custody services, and financial planning. First Republic maintains a strong focus on relationship-based service, operating through numerous offices in key cities including San Francisco, Los Angeles, New York, and Boston. Additionally, the bank offers online and mobile banking, student loan refinancing, and a range of treasury services, catering to a diverse clientele that includes family offices, private equity firms, and non-profit organizations.
Private Equity Round in 2007
Noah Holdings is a prominent wealth and asset management service provider based in Shanghai, China, established in 2005. The firm primarily caters to high net worth individuals and enterprises, offering a diverse range of financial products, including credit, private equity, public securities, and insurance. As of mid-2019, Noah had distributed financial products worth RMB52.4 billion and managed assets totaling RMB180.8 billion through its subsidiary, Gopher Asset Management. The company provides tailored financial solutions through a network of 1,428 relationship managers across 306 service centers in 83 cities in mainland China, while also addressing international investment needs through offices in several countries, including Hong Kong and the United States. Noah's investment portfolio comprises various strategies, with the majority in private equity, followed by credit, real estate, public securities, and multi-strategies. Additionally, the firm offers lending services and operates an online financial advisory platform, enhancing its comprehensive service offerings.