About The small help plan
The small help plan is a Financial Services company based in Beijing (China) founded in 2017 by Xu Bin. Wealth planning and insurance services are provided to clients. The small help plan has raised $28.39 million across 3 funding rounds from investors including Tencent, Reinsurance Group of America and Lanchi Venture Capital. Its focus areas include Asset Management and Wealth Management. Its competitors include Suning Holdings Group, Privé Technologies and Dongxing Securities; 1 of its 3 listed competitors has raised funding.
Company details
The company was founded in 2017 and is based in Beijing, China. Operations focus on the financial services sector, where wealth planning and insurance solutions are delivered. Core activities include advisory support for asset management and risk coverage, tailored to individual and business needs. The domain xiaobangguihua.com is utilized for online presence, with Xu Bin serving as the founder. Services are extended within the domestic market.
- Headquarters Beijing, China
- Founders Xu Bin
- SectorsFinancial Services
- Phone•••• ••••
- Website xiaobangguihua.com
- Total Equity Funding$28.39M (USD)
in 3 rounds
- InvestorsTencent
& 5 more
Funding Insights of The small help plan
The small help plan has successfully raised a total of $28.39M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $28.39M
- Total Rounds 3
- Investors Count 6
All 3 funding rounds of The small help plan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2021 | Series B | – | DST Global, Lingfeng Capital | ||
| Aug 2019 | $28.39M | Series B | – | Tencent, Lanchi Venture Capital | |
| Nov 2018 | Series A | – | Reinsurance Group of America, Sequoia Capital China | – |
6 investors in total: 6 institutional.
Investors in The small help plan
The small help plan has secured backing from 6 investors, including venture fund and institutional investors. Prominent investors backing the company include Tencent, Reinsurance Group of America and Lanchi Venture Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investment firm | dst-global.com | Menlo Park, United States | ||
Lingfeng Capital is engaged in private equity fund management. | 2019 | lingfengcap.com | Beijing, China | |
Venture capital fund investing in early-stage tech startups | 2005 | lanchiventures.com | Chaoyang, China | |
Value-added internet, mobile, and telecom services are provided in China. | 1998 | tencent.com | Shenzhen, China | |
Venture capital firm focused on early-stage investments | sequoiacap.cn | Beijing, China | ||
Global life and health reinsurance services are provided worldwide. | 1973 | rgare.com | St. Louis, United States |
Investor details for The small help plan
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- Complete investor list
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People of The small help plan
1 people are tracked at The small help plan (1 in leadership).
| Name | Role | Group |
|---|---|---|
Xu Bin | Founder | Leadership |
Complete people profiles for The small help plan
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Timeline of The small help plan
3 dated milestones of The small help plan across 4 years, from founding to its latest funding, stage changes and deals.
- Founded The small help plan is founded.
- Funding First funding round.
- Funding Latest funding round, Series B,.
Competitors of The small help plan
The small help plan has 3 listed competitors in our database, 1 of them funded. They include Suning Holdings Group, Privé Technologies and Dongxing Securities.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| suningholdings.com | 1990 | Nanjing, China | $600M | 121,102 | Wealth management company | |
| privetechnologies.com | 2011 | Hong Kong, China | Wealth management software solutions | |||
| dxzq.net | 2008 | Beijing, China | Full-service stock brokerage is offered to clients in China. |
Detailed competitors of The small help plan
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Related news about The Small Help Plan
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Frequently Asked Questions about The small help plan
The small help plan was founded in 2017 and raised its 1st funding round 1 year after it was founded.
The small help plan is headquartered in Beijing, China.
The small help plan is a funded company, having raised a total of $28.39M across 3 funding rounds to date.
The company was founded in 2017 and is based in Beijing, China. Operations focus on the financial services sector, where wealth planning and insurance solutions are delivered. Core activities include advisory support for asset management and risk coverage, tailored to individual and business needs. The domain xiaobangguihua.com is utilized for online presence, with Xu Bin serving as the founder. Services are extended within the domestic market.
The small help plan's top competitors include Privé Technologies, Suning Holdings Group and Dongxing Securities.
The small help plan has 6 investors. Key investors include Tencent, Reinsurance Group of America, Lanchi Venture Capital, DST Global Partners, and Lingfeng Capital.