Our goal is to redefine wealth management.
Kelvin Lei
2016
Founded in the Hong Kong University of Science and Technology
Developed our first investment product SmartGlobal©
2018
Established AI Algorithm Lab with HKUST
Launched AQUMON App
Launched project with
Series A++ Funding from
2020
Launched AQUMON Fund Selector product
Raised $30 Million USD Series Pre-B Funding
2022
Launch "RaaS" product based on MPF to empower insurance houses
Partner with various asset management companies such as family offices to build digital onboarding systems especially targeting at professional investors
Launch AQUMON demo portal with user journeys of core products
2017
Obtained licenses Type 1 & 4 from Hong Kong Securities & Futures Commission
Raised Angel and Series A round from
2019
Obtained Type 9 license from HKSFC
Launched projects with
2021
Launched WealthTech "RaaS" Solution with regulatory approval
Launched WealthTech "Mutual Fund Market Place" product
Partnered Projects with
2016
Founded in the Hong Kong University of Science and Technology
Developed our first investment product SmartGlobal©
2017
Obtained licenses Type 1 & 4 from Hong Kong Securities & Futures Commission
Raised Angel and Series A round from
2018
Established AI Algorithm Lab with HKUST
Launched AQUMON App
Launched project with
Series A++ Funding from
2019
Obtained Type 9 license from HKSFC
Launched projects with
2020
Launched AQUMON Fund Selector product
Raised $30 Million USD Series Pre-B Funding
2021
Launched WealthTech "RaaS" Solution with regulatory approval
Launched WealthTech "Mutual Fund Market Place" product
Partnered Projects with
2022
Launch "RaaS" product based on MPF to empower insurance houses
Partner with various asset management companies such as family offices to build digital onboarding systems especially targeting at professional investors
Launch AQUMON demo portal with user journeys of core products