Youpin Wealth Management

Shenzhen, China Founded: 2012 • Age: 14 yrs
Financial technology solutions are provided to securities firms.

About Youpin Wealth Management

Youpin Wealth Management is a company based in Shenzhen (China) founded in 2012. Financial technology solutions are provided to securities firms. Youpin Wealth Management offers products and services including Stock Trading Apps and Investment Advisory Services. Its legal entity in India is 深圳市优品投资顾问有限公司 (U99999MH1977PLC010754).

Company details

Provider of financial technology solutions for securities firms. It offers a suite of products including platform terminals for building customized securities analysis systems, investment advisory services leveraging AI and big data, operational enablement tools for building internet-based advisory platforms, and quantitative research capabilities with a focus on building financial databases and integrating AI. The company also provides a comprehensive mid-office system and investment research data solutions to support securities firms transformation in wealth management. Its offerings include PC and mobile applications for trading and investment analysis.

Products & Services of Youpin Wealth Management

Youpin Wealth Management offers a comprehensive portfolio of products and services, including Stock Trading Apps and Investment Advisory Services.

Stock Trading Apps
Financial Software

Apps for securities analysis and trading are developed and made available to users.

Investment Advisory Services
Consulting Services

Services for intelligent investment advice and data support are provided to institutions.

Funding Insights of Youpin Wealth Management

  • Total Rounds 1

All 1 funding rounds of Youpin Wealth Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jun 2018Series A––
–

Timeline of Youpin Wealth Management

2 dated milestones of Youpin Wealth Management across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded Youpin Wealth Management is founded.
  2. Funding First funding round.

Web traffic of Youpin Wealth Management

The website of Youpin Wealth Management (upchina.com) receives about 9.1K visits a month.

  • Monthly visits
    9.1K

    ▲ 1287.3% vs previous month

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Frequently Asked Questions about Youpin Wealth Management

Youpin Wealth Management was founded in 2012 and raised its 1st funding round 6 years after it was founded.

Youpin Wealth Management is headquartered in Shenzhen, China. It is registered at Shenzhen, Guangdong, China.

Provider of financial technology solutions for securities firms. It offers a suite of products including platform terminals for building customized securities analysis systems, investment advisory services leveraging AI and big data, operational enablement tools for building internet-based advisory platforms, and quantitative research capabilities with a focus on building financial databases and integrating AI. The company also provides a comprehensive mid-office system and investment research data solutions to support securities firms transformation in wealth management. Its offerings include PC and mobile applications for trading and investment analysis.

Youpin Wealth Management offers Stock Trading Apps and Investment Advisory Services.

Youpin Wealth Management operates through ,.

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