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


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



Leadership
Kelvin Lei
Chief Executive Officer &
Co-Founder
Dr. Don Huang
Head of Quantitative
Research & Co-Founder
Jacky Lin
Head of Fintech Solutions
Advisors

Fritz Demopoulitz
Founder of Qunar

Katherine Huang
MEGVII,
Senior Vice President

Kenny Lam
Two Sigma Asia-Pacific CEO

Viola Zhang
CTO, Head of Quantitative Investment,
Elephas Investment
