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
![](/about/who-we-are/CRBC.png)
Series A++ Funding from
![](/about/who-we-are/BOCI.png)
2020
Launched AQUMON Fund Selector product
Raised $30 Million USD Series Pre-B Funding
![](/about/who-we-are/lenovo.png)
![](/about/who-we-are/cyberport.png)
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
![](/about/who-we-are/alibaba.png)
![](/about/who-we-are/HKUST.png)
![](/about/who-we-are/GOBI.png)
2019
Obtained Type 9 license from HKSFC
Launched projects with
![](/about/who-we-are/aia.png)
![](/about/who-we-are/CWLB.png)
![](/about/who-we-are/GRCB.png)
2021
Launched WealthTech "RaaS" Solution with regulatory approval
Launched WealthTech "Mutual Fund Market Place" product
Partnered Projects with
![](/about/who-we-are/CITIC.png)
![](/about/who-we-are/forthright.png)
![](/about/who-we-are/huatai.png)
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
![](/about/who-we-are/alibaba.png)
![](/about/who-we-are/HKUST.png)
![](/about/who-we-are/GOBI.png)
2018
Established AI Algorithm Lab with HKUST
Launched AQUMON App
Launched project with
![](/about/who-we-are/CRBC.png)
Series A++ Funding from
![](/about/who-we-are/BOCI.png)
2019
Obtained Type 9 license from HKSFC
Launched projects with
![](/about/who-we-are/aia.png)
![](/about/who-we-are/CWLB.png)
![](/about/who-we-are/GRCB.png)
2020
Launched AQUMON Fund Selector product
Raised $30 Million USD Series Pre-B Funding
![](/about/who-we-are/lenovo.png)
![](/about/who-we-are/cyberport.png)
2021
Launched WealthTech "RaaS" Solution with regulatory approval
Launched WealthTech "Mutual Fund Market Place" product
Partnered Projects with
![](/about/who-we-are/CITIC.png)
![](/about/who-we-are/forthright.png)
![](/about/who-we-are/huatai.png)
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
Leadership
Kelvin Lei
Chief Executive Officer &
Co-Founder
Dr. Don Huang
Chief Scientist & Co-Founder
Jacky Lin
Chief Technology Officer
Advisors
![](/who-we-are/advisors-6.png)
Fritz Demopoulitz
Founder of Qunar
![](/who-we-are/advisors-3.png)
Katherine Huang
MEGVII,
Senior Vice President
![](/who-we-are/advisors-7.png)
Kenny Lam
Two Sigma Asia-Pacific CEO
![](/who-we-are/advisors-1.png)
Viola Zhang
CTO, Head of Quantitative Investment,
Elephas Investment
![](/who-we-are/advisors-8.png)