eagent

Shanghai, China Founded: 2015 • Age: 11 yrs
Back-office solutions are provided for wealth managers and financial planners.

About eagent

eagent is a company based in Shanghai (China) founded in 2015.. eagent operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.

  • Headquarter Shanghai, China
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
    Dishangtie

    & 6 more

  • Employee Count
    Employee Count
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Funding Insights of eagent

  • Total Funding
  • Total Rounds 7
  • Last Round
  • First Round
  • Investors Count 7
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2019 Amount Series D - eagent Valuation Dishangtie
Jul, 2018 Amount Series C - eagent Valuation Matrix Partners China , K2VC
Nov, 2017 Amount Series B - eagent Valuation Matrix Partners China
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in eagent

eagent has secured backing from 7 investors, including venture fund and institutional investors. Prominent investors backing the company include Dishangtie, Douding Technology and Matrix Partners China. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Multiple sectors are invested in by this venture capital firm.
Founded Year Domain Location
Early-stage VC investments in Chinese tech startups are focused on.
Founded Year Domain Location
Venture capital services are offered by Lightspeed China Partners in technology sectors focused on China.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by eagent

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - eagent

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Eagent Comparisons

Employees
+
Add Comparison
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Competitors of eagent

eagent operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth management solutions are delivered for investment advisors.
domain founded_year HQ Location
Portfolio management software for financial advisors
domain founded_year HQ Location
Investment management software is provided for advisors and institutions.
domain founded_year HQ Location
Wealth and investment management solutions are offered to institutional investors.
domain founded_year HQ Location
Cloud-based solutions for financial institutions are provided by Avaloq.
domain founded_year HQ Location
Asset and wealth management software is provided for businesses.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Eagent

Frequently Asked Questions about eagent

When was eagent founded?

eagent was founded in 2015.

Where is eagent located?

eagent is headquartered in Shanghai, China.

What does eagent do?

eagent was founded in 2015 in Shanghai, China, and operates in the fintech sector. Back-office tools are supplied to wealth managers, financial planners, and independent agents for financial plan development, order management, investment tracking, KYC and AML compliance, customer behavior monitoring, and client reporting automation. Insights and training sessions are also made available to new users.

Who are the top competitors of eagent?

eagent's top competitors include Addepar, Altruist and sei.

Who are eagent's investors?

eagent has 7 investors. Key investors include Dishangtie, Douding Technology, Matrix Partners China, K2VC, and Lightspeed China Partners.

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